Analysis: Natural Gas Issues To Watch in 2019
"Although not currently an issue [of concern], I will be focused on LNG exports in 2019. China and other Asian economies currently have an insatiable appetite for LNG. Slower global growth, potential tariffs and a possible trade war could negatively impact their demand for natural gas. US natural gas production is estimated to have increased by 8.5 Bcf/d in 2018 and shows no signs of slowing in 2019. LNG exports are expected to absorb about 5.2 Bcf/d of this. If production continues to grow at this clip and exports slow, I would expect supply to seriously outpace demand and lead to a much weaker pricing environment for natural gas."