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OakesCS

05/12/17 5:23 PM

#14821 RE: DewDiligence #14819

i have my doubts that the US will be a major player in LNG export. LNG terminals are being developed in places much closer to China and with a fraction of US costs, c.f.
http://www.ogfj.com/articles/print/volume-13/issue-8/departments/the-final-word/east-africa-s-lng-race.html
http://www.lngworldnews.com/category/news-by-topic/project-updates/
http://www.lngworldnews.com/igu-global-lng-trade-hits-new-peak-set-for-further-growth/

the advantage of US sourcing and facilities is stability.