[Ben Ficklin]

Fifteen years ago a world nat gas market was based US importing, now it will be based on exporting and being a transportation hub. Once the market is established, it can go any and everywhere. Is Japan going to shut down their nukes. Germany? China? They won't be building nukes in the USA until nat gas gets up to $5.50-$7.50. Windmills, solar and nukes all depend on the price of nat gas.

As for oil/gasoline/diesel, that depends on whether EVs/hybrids penetrate the market or gasoline/diesel is the route. We are exporting record amounts of gasoline and diesel. Or, the rising CAFE standards could be relaxed. Or, methane hydrate technology could be around the corner

[thackney]

We are exporting record amounts of gasoline and diesel.

Yes, we finally reached our WW2 amounts last year.

http://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=MGFEXUS2&f=M Yes, keep in mind that net export is based upon our import of surplus oil as well as surplus refining capacity.

You speak of a lot of different possible changes. I agree that this market is very hard to predict and can be greatly influenced by many different source.

My original comment to you was based on my opinion I didn't consider the Panama Canal expansion significant to the decision of other projects, particular pipeline or LNG export.