Some of it is mm's "doing their thing" too. I am slightly surprised but hardly worried. My average cost is around $24. I have no worries as we get nearer to 2015 and Sabine Pass export activities commencing.
Do you own any LNG or are you pure-playing this? I am starting a LNG position for Corpus Christi harvesting in 2018; important to build before CQP results get made public and the stampede begins.