Watch for the Pile on as the trend changes. Interesting article on Asian LNG prices. Low cost providers will be favoured in this environment.
Asian LNG price faces steep fall as perfect storm brews:Asian liquefied natural gas (LNG) prices could fall a further 25 percent in coming months as new supply, falling demand and weaker oil prices put it on par with iron ore and coal as the worst performing commodity of recent years. Asia's LNG market has already fared worse than slumping oil markets, with spot prices LNG-AS down 60 percent since 2014 to $8 per million British thermal units (mmBtu), ending half a decade of high prices.
https://www.reuters.com/article/2015/08/31/asia-lng-prices-idUSL5N11303420150831