i think the oil price in freefall is the biggest worry. lng...

i think the oil price in freefall is the biggest worry. lng prices are aligned to the oil price. fears that the lng plants might be mothballed?

the plants need thousands of wells drilled to produce the gas & ttn are well placed to do that, but are the big companies going to pay out big bucks to bring new wells online in order to sell their gas at a loss? i believe an oil price of $85 a barrel equates to break even for the new lng plants?

with oil at these levels the whole project may just come to a stand still? that said, would they then risk losing market share? i think these questions need clarification, some analysts are predicting oil to keep falling a long way yet...