The legacy industry built a $7,000 product for the wrong problem.

I keep thinking about who they left out.

#LegacyIndustry #ProductDevelopment #WrongProblem #MarketMisalignment #CustomerNeeds

4/13 BMO Capital Markets' Jeremy McCrea identifies the core issue: "There was a misalignment of expectations of when LNG Canada would be fully ramped up."

Producers brought on more gas than anticipated relative to actual demand pull from the facility.
#BMOCapitalMarkets #MarketMisalignment