Seems to me that there's still likely to be a disconnect between the US market and those elsewhere, because there's stronger opposition to US gas exports than this article seems to allow. (This is probably good news for Beach.) There's quite a good summary of the US policy situation in this article, which is about the Japanese government's attempts to get US permission to import LNG to ease their power shortages: http://www.yomiuri.co.jp/dy/business/T120222006574.htm
Seems to me that there's still likely to be a disconnect between...
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