I agree. The one other important thing that I believe you missed...

I agree. The one other important thing that I believe you missed in terms of "LNG's OSMR technology makes potentially marginal projects more viable ..." is that it's not just marginal projects. LNG also has the advantage that it can build smaller projects than others whilst still being viable, and they can build projects in stages (start with small plans which are viable, and grow incrementally as demand increases).