Platt’s is reporting that Sempra is in talks to build a LNG export terminal south of Tijuana in Baja. Could be a major new outlet for Permian gas. Interesting thing is most of the pipeline to the terminal would be through Mexico, probably because they don’t want to have to deal with California. So California costs itself a construction project that would have brought $ 3-4 billion to San Diego.
Good comprehensive overview of Permian issues.