This is how the LNG argument typically goes: if we build up LNG capacity, we can ship it to China who can use it to replace coal burning power plants which emit significantly more CO2 than LNG fired plants do.
That sounds nice — but do we have any_ commitments from China that this would actually happen? Or is it more likely that they’ll just build more LNG capacity on top of their existing coal capacity?
To me, the latter seems more likely than the former.