Taiwan is not going to take it the same way as Hong...

Taiwan is not going to take it the same way as Hong Kong...google taiwan and china now and you can see taiwan is stocking up on munitions (1.6 billion deal) from USA, taiwan entrepreneurs paying to train their citizens on military tactics/weapons, etc. Anyway, everryone is entitled to their own opinion but my view is, we only have 3-7mtpa, why lock that in with a country who carries geo-political risk if you can get Netherlands, South Korea or Japan to consume it all? Play it safe, derisk your operation is the key to profitability/sustainability. But I'm just talking to another HC user, which I guess is pointless <laughs>