Competition in the US is the least of Cheniere's problems. Oil and LNG prices, foreign competition with much better economics, new technologies.... Remember as an import terminal Sabine operated but was never economic, the same thing can happen as an export facility as well.
PC, and Jones seem to have enough of an understanding of this company (internally?) to know what will.happen next and when. I think they work inside or are getting information from inside of wprt, which would explain the bias over fsys.