I can see both sides to this. On the one hand these companies...

I can see both sides to this. On the one hand these companies can't make any real money from domestic markets due to the gas glut, so LNG is a natural progression. But on the other the US has always been paranoid about energy security. To suggest the US will sacrifice its own gas reserves in any significant LNG export is a pretty bold statement IMO.

So I suspect the US will become an LNG exporter but not on a scale to threaten Australian LNG.

In any event it'll be a long-term thing. The timeframe on a major LNG export project is the best part of a decade from initial proposal through FID through to production.