1- Low oil prices will hit US LNG, Qatar LNG, and Russia LNG really hard. Russian govt probably did not count the cost of lower natural gas & LNG prices (they are oil-linked) when it decided not to participate in OPEC+ cut
![](https://pbs.twimg.com/media/EStrTVSWkAAZ0TZ.png)
![](https://pbs.twimg.com/media/EStsj9jX0AAmFDd.png)
![](https://pbs.twimg.com/media/ESttsDNWAAAkOkF.png)
Contracted LNG became the only way to make money until oil prices collapsed. It is a big hit
![](https://pbs.twimg.com/media/EStvd9lWoAAa26b.png)