Growth in prices for U.S. natural gas remains inhibited by fuel-switching capacity, slow growth in non-weather-related demand, easy ramp-up production capacity from shales and that North American gas supply is mostly a stranded asset. But new industrial demand, LNG-export capacity, exports to Mexico and other developments in the coming few years should make new markets for U.S. producers' supply.
- Greg Haas, director, integrated oil and gas research, Stratas Advisors.
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