US LNG Exports Can Fit the Market

摘要

A lthough it has already been addressed here several times, it is difficult to grasp the pace and magnitude of the change that has transformed the US natural gas business. Six years ago, I was helping to figure out how to out-compete Asia to buy LNG. Now I am helping to figure out how to out-compete other exporters for Asian markets. As a noted leader in the US LNG industry said a while ago, "We had the right business model; we just had the sign wrong."