Very interesting observations today by the IEA on Australia's...

Very interesting observations today by the IEA on Australia's relative cost position in new LNG ventures vis-a-vis that of the emerging/threatening US LNG supply behemoth. See:

http://www.macrobusiness.com.au/2014/03/iea-nobody-will-invest-in-australian-lng/

Underscores the competitive position and financial merits of developing the Tassie Shoals Concept. Including the projected staggering compound growth in Methanol demand & Australian Govt's use-it-or-lose-it provisions and surly its a no-brainer; or is it? What am I missing here??