lng supply shortage in asia not a glut

Have come across a seriously good article by Ivor Rees at Baillieu that will be out in the Eureka Report today I expect(may be already) on how there is no gas glut and in fact there will be a shortage of supply of LNG in Asia. Interestingly he specifically says there is a shortage in Malaysia and will be in Japan.

And regarding AOE it says that the first bid is always a low bid (and S/P having offered $5 are likley to be prepared to pay $6+) and the first bid is never the last.

Can't post it due to copyright .. but keep an eye out for it those that subscribe to the ER.

H