LNG macro analysis, page-1754

Other people are kicking goals. There has been much written that driftwood has lowered its cost per tonne From 1500 a tonne to 500 a tonne in order to win customers. Anadarko are kicking goals. Venture global almost sold out. Now Commonwealth LNG announcing term sheets for 3-4mtpa at a 2.50 toll fee. We are being priced out of customers . GV better know what he is doing because he should be discounting to get an anchor customer I’ve said this for three years. Get it done or get out.

https://www.lngindustry.com/liquid-natural-gas/20022019/commonwealth-lng-receives-european-demand-for-louisiana-export-terminal/