LNG macro analysis, page-1112

I am a little worried that GV has used trade tensions as an excuse. For this reason if the tensions with China ease tomorrow. Instead of a signing we might just get a different excuse

To me the trade tensions are becoming chronic. The U.S has some legitimate gripes that they will not give up on easily and the Chinese see it as an attack on them for no reason!

Time to concentrate our marketing efforts elsewhere and put the Chinese paperwork in the bottom draw for now