[SAJ]

My mates at our Natty group (the self-styled Natural Gas Hall of Fame, btw...not kidding!), think that it's likely that -- postulating we get LNG/CNG exports online in decent size -- the Feds, under a reasonable administration, will impose sizable export fees and use them to subsidise domestic natty prices.

How say you? Love to know (aside, of course, arguments about ever seeing a reasonable administration again...)

[thackney]

I don’t see it. Granted this is politics not industry stuff. But I would guess our exports won’t be more than 10~20% of our production. Hard to figure any math that would keep our exports competitive and make any real difference. If we wait much longer, Australia, Canada, Qatar and others will capture enough of the global market, we won’t have customers to send it to.