Cheniere LNG Will Get Killed

It has been a market truth for most of a decade that the price of natural gas in North America was one-sixth the price of natural gas in Japan.
The dream of many an entrepreneur was to put the fun back in fungible. That is, they want to compress or liquefy cheap American or Canadian natural gas and ship it across the Pacific.
They would reap large rewards from the arbitrage.
I made a lot of money over the last five years by owning Chicago Bridge & Iron (NYSE: CBI) — a company that builds the infrastructure needed to move natural gas around the planet. (more)
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