The sleeping giant is the GCC.
If Russia attempts extortion, Syria will return to French protectorate and the pipelines will grow out of Saudi Arabia, Qatar, and the UAE under the Med to Greece and Europe.
North America has gas but it will not be as cheap as Arab gas
That is the Syria war in a nutshell. Putin won that one too.
Mexico has a lot of gas. The eagle ford formation in south texas just keeps going south.
The mexicans have changed their laws so as to enable foreign companies to frack their gas and oil.
It will be a couple years before they have volume to export.
they are right now buying a lot of natural gas from the eagle ford and piping it south. they’ll first want to replace that with their own natural gas before sending gas off to export.
that’s four to five years away.
the fracking tech is not so easy to move around between countries. so there won’t be any volume from any countries but the USA via fracking for at least the next 2-3 years.