LNG One of the best aspects is that there will be more contracting as well as more hedging available. It is not just actual demand, it is the necessity to keep it full. That will have knock on effects with other power producers too who will try to avoid getting caught offside.
The bigger benefit would come from 4-6 BCF in demand from expansion or new facilities -having partially empty gas pipelines in all directions will be great for producers.
The downside risk is the impact of unplanned shutdowns. If a warm winter is ugly for gas prices, what does an unexpected shut down of 2bcf do to prices?