LNG glut similar to iron ore, page-4

Good points above. In oversupply situation the price trends down to the marginal producer who if he fails would produce a shortage. Think FMG in IO.
OSH far cheaper producer than the CSG/shale producers along E.Aus so they will fail before OSH. But if LNG keeps declining in price then everyone's profits affected. No danger OSH will go bust, simply its bottom line will be squeezed.

Trying to C&P graph for WTI but failed. WTI crude closed at $50.04 overnight. I don't have latest price for LNG.