What huge falls in the prices of their main products? Oil yes,...

What huge falls in the prices of their main products? Oil yes, but LNG?

The pricing they receive will be lot less volatile than you are trying to suggest. For an end user to walk away from a contract is entirely possible but there is also a sting in the tail for them when it comes to future contracts and premiums required when the cycle turns. Pricing of LNG may be oil linked but AFAIK they are based on an S curve so just like STO there will be a floor and ceiling price so who knows how close they are to it....well OSH knows.