china-russian mega deal - a leg up for ts?

Excellent article hosted on Macro Business referencing the WSJ. See:

http://www.macrobusiness.com.au/2014/05/china-and-russia-beat-lng-with-pipe/

Implications of the deal suggest major oil companies currently planning US LNG export projects (specifically name Shell & ENI) may find it difficult to find Asian customers given the scale of supply and competitiveness of the $US400Billion Chinese-Russian supply mega deal.
Given the Asian agitation for more cost competitive LNG out of Australia, Australia's already startlingly high cost of LNG supply (vis-a-vis US LNG) as well as Evans Shoal's costly technical challenges, combined with a strong Methanol outlook and O&G capital pull-back, then MEO's TS option seems even a more compelling pathway for Shell & ENI to monetize their stranded ES resource?