I have to look at GLNG.
I got ticked at propane prices some months back and did a bunch of reading on LNG.
Yes, there is for sure NG supplies around the world for which "pipeline transport" is not practical. We have at least a couple of terminals here in the US that can receive it and get it into the pipeline system
I have not looked in a while, but if domestic supplies keep flourishing as Wayne indicated in his posts, I have no clue where things could go. There seems to be so much excess NG around the world that LNG transport may well turn out to be cheaper than domestic production.
The fragmented plots of land in PA that Wayne mentioned as well as what I understand to be Ground water issues with the fragmentation process could certainly put a damper on some of the domestic prospects.
I guess we just have to "stay tuned" ....