bluesmoke, Micheal,I have been invested in LNG for two years and...

bluesmoke, Micheal,

I have been invested in LNG for two years and following the posts on HC . I agree it has unique advantages for operating in the LNG export industry and have been very excited about its prospects. It is my largest single investment.

What concerned me about the article was that IF the data provided is valid the conclusions drawn seem reasonable - exporting LNG from the US isn't really going to be viable . If the production and shipping costs are too high then even LNG's advantages may not make a difference . I may be missing something obvious here , I'd like to understand what that is. What aspects of the article are you rejecting - the data provided, the assumptions made or the conclusions drawn ? .

I'm looking for some illumination, but appreciate that no one may have the time to do so. If so, is anyone willing to provide a pointer to where data is available to allow me to cross check this articles core 'facts' ?