LNG macro analysis, page-912

Bearhead needs a pipeline and gas supply.
Trade war is another excuse, I don’t think there is a buyer, all tariffs do is, making gas more expensive for the chinese consumers not our buyers nor us. What makes GV think all this tarriffs gone by early 2019 so that the Chinese buyers sign the deal? It could be years of this nonsense. Also, we build our stuff in China? Paying tarriffs for multi billion dollar equipments? Doesn’t make sense at all.
There’s no buyer.