The reported shift in demand for LNG from Europe to Asia by Cheniere Energy's CCO Feygin suggests a potential change in revenue sources and market focus for the company. The 13% drop in European demand due to high storage levels could indicate a short-term decrease in revenue from European markets. However, the shift towards Asia could open new opportunities, making the short-term impact on the stock neutral as the market assesses the long-term implications of these changes.