Oil Seach’s $1B windfall, page-4

LNG possibly in short supply in future unless projects reach financial closure in next 24 months.  If India and Japan don't play ball and take up long term contract supply agreements projects won't make financial closure and OSH will be in the right spot as  a price maker not taker.  Who only knows by then there will be a whole different picture on Russian gas and politics but the longer new supply is put off being financed the more expensive it gets and the  lower chance of production capacity coming on line.   take an assumption of world growth and all of a sudden energy starts looking good again due to long lead times .

http://interfaxenergy.com/gasdaily/article/15307/woodside-moving-slow-but-steady-on-lng-plans