On LNG, I recommend to regularly check BG Group's website, which always has highly informative presentations.
Presentations page

I recommend this one in particular: Natural gas – a globalising industry (September 2007, pdf)

On Russia, I would suggest that Milov is not a wholly impartial source, as he has been pushing (unsuccessfully) a hard deregulation and liberalisation agenda and has always been highly critical of Gazprom. Like Kasparov on the political side, he's a darling of the Western business press.

Jerome - thanks for the links - the world according to BG Group. There's a great quote in slide 22:

Supply is the key bottleneck for most planned terminals