RE:RE:RE:RE:If There will not be any shortage of takers for gas. India is ramping hard, china, japan, korea. Population growth AND economic growth is off the charts in South Asia.
The key thing to remember is that it doesn't matter where the gas goes. It is trading at a much higher price everywhere outside N. A.
The number of countries that have installed regasification where it did not exist before is huge.
If international gas prices fall it will stimulate MORE gas demand. Anything above 4.00 long term is a step change for the west.
If electric vehicles take a significant portion of vehicle sales, nat gas demand goes up again.
India just ramped coal production to a billion tonnes and they are at the BEGINNING of a growth inflection point.
It might not all be roses with LNG but it will definitely be better.