Slides from Shell's 11/15/12 Investor Day on LNG (better late then never :- )): http://www.shell.com/global/aboutshell/investor/news-and-library/archived-presentations/2012-presentations/asia-pac-roundtable-presentation-15112012.html#textwithimage_6 The webcast itself is long (1.75 hours) but is worth a listen, particularly for Shell shareholders; it covers several pertinent issues affecting the LNG market today in the next two decades. (Podcast: http://cache.cantos.com/mp3/she3-0001/management_day_2012_full_version.mp3 .)