Surely that's a bit of a slight exaggeration.
1) sentiment towards usa gas supply has turned crazy; but has the reality.
2) Cheniere are only just starting; is it not fear that they haven't yet started in the current climate. They have a lot left to go. This comment is more about the massive speculation right now about how they are doing and less of a comment on them or what you said. Debt seems to be a big click bait comment atm but all stable income stream capital projects use debt because it's the cheapest funding if you can guarantee repayments.
3) It's more than 50%.
