Graphs are one thing, details about actual ongoing construction are something else. The North America graph in the article looks like a classic startup "hockey stick". And I've been at too many startups and seen too many hockey sticks to take them seriously. Details matter.

The two projects I linked to were delayed by many years. So the fact that there is substantial construction at both sites is a big deal. The fact that Cheniere is actually exporting LNG right now is an even bigger deal.