PNG LNG doesn't need gas

[bam]

you can make a lot of money if that's your view because the futures curve is basically flat out as far as the eye can see. i think the argument for cheap natural gas altering the worldwide LNG market doesn't make any sense. Cheniere's capacity is going to be the same as PNG LNG, that's it. No other north american project is even close to having permits/construction completed anytime soon. North american nat gas is not going to save Asia from high LNG costs.