U.S. LNG Netbacks Could Decline as Domestic Natural Gas Prices Spike
This is exactly why I have told a developer that he should develop a captive market instead of putting all his cards on Asia. If you develop an LNG project almost anywhere else on Earth, there is no feed gas price risk. They have their gas price pretty fixed. Not the US projects. The only way to compete with such a risk on your back is to sell to those who will always buy from you, no matter what. Like small and midscale to the Caribbean. Or to Central America. Special logistics is very captive.
