LNG macro analysis, page-1591

Yep MW it's a huge week - almost feels like a make or break moment IMO and it all hinges on the US/China trade talks. Don't expect a definitive resolution immediately though as both presidents will need to consider any deals and agreements before giving the nod. I think there will be a resolution prior to 01Mar19 but you never really know with Trump.  
How good would it be though if trade does get resolved and you are right about an 8.8 mtpa deal waiting to be signed - it would be a dream come true! There may be a hint of such in the next quarterly but I expect GV to be quite guarded with trade negotiations pending and the fact that nothing has really changed since the last quarterly. The scene is set, we just have to wait for it to play out, as frustrating as that may be