If you google Cheniere / Bloomberg, theres an article about Jim Chanos shorting them like no tomorrow.
They have 5 trains being built, 4.5mt per train, $30,000m in debt. Additionally, no one is sure what will happen to USA gas prices once these lines starting sucking on the network. Certainly, the market isn't convinced and even the Cheniere CEO has seen fit to sell $90m in stock (just in case). All he said, she said stuff, I may well be wrong. Interested to see how it plays out as I have LNG in my SMS. GLTA.
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