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Hey Hunter,

Please find attached for what I felt as interesting news on LNG. I take
these as a great opportunity for us to continue pursue our investment
thesis on LNG. Besides keep an eye on potential infrastructure investment
opportunities for the long-term , what if we could help negotiate and put
together short-term contract or long-term contract for LNG purchases from
Chinese buyers? Definitely there is a demand for that and it is much
quicker to get deal done and see result.

Besides Cheniere, there are also other LNG terminals that are scheduled to
commission soon. We can work with them too. Cheniere's signing with
Chinese buyers, natural gas crunch of this winter in China, and
Turkmenistan's unwise "breach of contract"...all these news are in our
favor, and further indicates that our business plan (refer to our earlier
email correspondence) might work out very well on the LNG trade front!
When would be a good time to catch up?? As the more I read into the news,
the more detailed thoughts and ideas come into my mind, even though
unstructured, my intuition is that we have unique and exciting
opportunities awaiting!

Best,

JiaQ