If I understood your question, it was that some pundits don't think there's going to be demand for LNG, so why should we build? I love pundits who have no skin in the game and who produce lovely reports that have zero economic impact on anything.
As a business person, my experience is that I like to talk to customers. If a customer tells me they're willing to pay for something and provide a long-term contract for it, I look at that as a lot more valuable signal than a pundit's opinion.
I believe you were a professor previously. There is a wonderful place for professors to talk about things, but if someone is going to pay me to do something and provide me with a long-term contract to do it, I will value that signal far greater than a pundit's opinion.