LNG Ltd management had no control over the trade tiff with China and of the reaction of the dictatorial CCP controlling what all Chinese domiciled companies do.
LNG Ltd management have a feather in their cap from being part of the new commercial model for LNG-integrated electricity supply being played out in Vietnam. I would be very surprised if this model is not now replicated in other SE & S Asian countries and maybe even in Africa and LNG Ltd will be in the vanguard of this which I regard as very significant. Who knows, with a stage 1 new USA-China trade agreement, maybe one of those 2.2 mtpa trains might end up sold in China.
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Ann: LNGL Comments on Vietnam Power Development Plan 7 Approval, page-27
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