Will LNG exports upend the U.S. storage balance?
If LNG exports draw too much gas from the US market, prices on the hubs will go up making exports increasingly uneconomical. Too much gas in the system drives prices down making exports interesting again. OK, you don’t switch an LNG plant ON and OFF on a hunch. Those are big, expensive, very complex facilities that could be damaged by a careless operator. But the operators I know are no risk-takers. That being said, when prices reach a certain level, expect trains to ramp down. #USLNGExports #USLNG #USGasMarket
