I think some of the SP drop may be due to the market(s) that WDS might have been planning to export gas from Louisiana into (i.e. Japan or other SE asian countries), given retaliatory tariffs from those potential customers might mean they become non-economic customers. I think by the time Louisiana is up and running, this whole tariff thing will have blown over due to political expediency so I don't think that is a realistic concern. If Saudi Aramco buy into the Louisiana project (as suggested by other posters) and have customers lined up where tariffs are not an issue, that would also alleviate these kind of concerns more quickly.
WDS Price at posting:
$20.43 Sentiment: Hold Disclosure: Held
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