Liquefied natural gas has once again become trendy. After several years under attack from environmentalists, even the EU has accepted that natural gas, in whatever form it can get it, is going to stay in the energy mix for quite a while yet. The U.S. is building new export capacity like there is no tomorrow; Qatar is ramping up output; and Malaysia is boosting coal imports so it has more LNG to export. Over the first half of the year, Malaysia imported a record amount of thermal coal—the sort used for power generation. The total for the six-month…