RJ on LNG

[Putncalls]

This has a Focus on US LNG and it explores the current world market.

The LNG market is luke warm and there is a lot of excess capacity on the drawing board.

https://www.dropbox.com/s/xmazfyx41e9tr4...G.pdf?dl=0

[jft310]

All these LNG plants proposed can't be built . Banks will not finance all of them .

[Putncalls]

I would like to note that according to their cost analyses the US isn't even close to matching the PNG price. Did anyone notice the 3-4$ shipping costs?