Doh! That makes a lot of sense. I don't know how I missed that. Thanks for the links, they are great reads.
But in reality, that's not the case for any large US gas fields. They are all connected to the national pipeline "grid", and their gas can go wherever it is most expensive right now.
But it's the case for e.g. many Russian gas fields. They are much more segmented, and they have nowhere close to the liquefaction infrastructure necessary to export a significant fraction of their total output on LNG carriers.