This is good news for pipeline operators like KMI and WMB who are carrying the gas to export facilities.
“Davidson” submits:
LNG exports are climbing at a heady rate of ~120% annually. Should see some slowing at some point but thus far no sign of it. Interesting to note in this data is that while Nat Gas prices have been falling recently, LNG pricing has risen about 25% since the price collapse early 2016.
High prices prior to 2016 were due to pricing on Nat Gas trapped in a North American market via pipeline delivery. Once LNG began to be shipped, Jan 2016, a steady price recovery is present in export due to LNG while pipeline prices remain weak.
Will demand from LNG export trigger a Nat Gas price increase at some point? Hard to say at the moment.
