HC, There is no way they can land re-gasified LNG on the east...

HC,

There is no way they can land re-gasified LNG on the east coast for anywhere near a “project jeopardising” price for strike.
My guess (and I have done some consultation on this) is a $10-12/GJ range is really the absolute best scenario you could expect from this sort of supply scenario, most probably more. And that assumes all works out as modelled, which it won’t with a major infrastructure delivery scenario like this.

At the end of the day, the only supply game changer is transformational sized projects being brought to market.

IMO