Replies to post #12355 on The Rising Influence of Rising Affluence

[biotech_researcher]

"But so much capacity has come on stream at a time of slowing demand from China that the benchmark Japan/Korea Marker price has crashed to around $4.40."

Sure looks like LNG is a very capable short..

[jbog]

I see this getting ugly. When someone lays out $80 bil on one facility they certainly expected $XX return by contract. If this ends up at $X it will make it a loser in the long run.