Some in the energy biz are concerned about a wedge opening up in the gas market over the next few years, where demand exceeds supply very early in the next decade. Given rising exports, fallen 2016 investments (here), and the ongoing push to block pipeline development, some worry that the market will not respond in time.

Since becoming the first contiguous U.S. exporter of LNG from shale gas in February 2016, Cheniere has shipped more than 140 cargoes to 23 countries. Looking forward, others will join and the U.S. will account for about 50% of all new liquefaction capacity by the early-2020s to export natural gas, right as the current global LNG glut begins to dissipate.


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