Yes, we are all focused on SK and JP for good reason, but note that the BIG fish in the pool that will drive LNG prices over the coming years is China. The following from a stock newsletters:
A few weeks ago, my colleague and Small Stock Specialist
analyst Larsen Kusick flew to London to attend the annual
LNG Shipping Conference.
LNG shipping companies have a front-row seat in the
worldwide market for natural gas. For two days, he listened
and spoke with managers from the big companies that move
natural gas around the world.
Larsen came back with a ton of details about the latest developments
in the global LNG industry... including the one thing
almost every insider had in common: “Everyone agreed... China
will be the key growth driver of the global natural gas boom.”