When it comes to natural gas demand in the U.S., there’s good news and bad news if you ask Mark Finley, an energy and global oil fellow at the Center for Energy Studies at Rice University’s Baker Institute.

“The bad news is there’s still a lot of capacity to switch back and forth between coal and gas in power generation in the United States. … There’s a lot more competition for other fuels—at least in the short term,” Finley said during a recent webinar on the future of U.S. shale. “The good news is there’s a global marketplace the U.S. producers can access through LNG.”

Among the lingering questions is whether the global demand will be large enough to uplift the U.S. Will companies with gas-weighted portfolios grow gas production? How could associated gas production impact plans?

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