Hey Hunter,
Hope everything is going well for you. My apologies for still not get a chance to get you the English translation of everything. Besides Thxgiving day itself, I have worked throughout the Thanksgiving weekend and time crunched in the last couple of days to finally manage to get the latest version of the Chinese report on Cheniere + the industry overview slides done as of now. I have not forgot about get you a good summary, promise.
Meanwhile, I'm attaching the Chinese version, because there are a few charts in it, with English labels, that I hope to share with you:
In "1. U. S. LNG Upstream y Midstream"
Starting @ 9th slides,you can see why some experts are speculating we might ended up have too many LNG terminals. and a list (in English) of every single LNG projects, doesn't matter whether ahead or behind of Monkey Island and Magnolia, as long as they are registered with the U. S. government or announced publicly at one point, they are all included.
It is a surprise to me as well that I ended up finding more projects ahead of our projects. And guess what? These projects either already secured every single permits you need or are much ahead than Monkey Island in the permit process, and even with that, some of these projects are struggling to find investments + customers.
In "Cheniere Document"
Checkout some charts of their company stock performance and the pictures of LNG terminals they have now. You will see that even without building extra miles of pipelines (like in the case of Cheniere and Monkey Island), you still need a whole system to support the LNG plant and export terminals etc.
Please let me know if there is anything you would like me to change or revise. Any constructive criticism would be greatly appreciated. I can also email you the editable version, it is just to make reading easier and not have the formating all messed up when viewing on phone / different pc or mac, you got the printer friendly pdf files.
On another note, I would like to pitch you a business idea of how about let's make money from selling my research report and pretty slides :D I'm serious! One of a kind research. I'm super confident that these are among the best and most in-depth paper on these subjects! ~ lol ~