US LNG: rebellion or revolution?

In the second part of our series on Australia's gas sector, Gaurav Sodhi finds that the threat from US shale gas may not be all it's cracked up to be.

(This is the 'bull' case of a 'bull and bear' analysis of Australia's LNG sector – you can read MacroBusiness's David Llewellyn-Smith's more pessimistic take in Australia's $200bn LNG white elephant, published last week.)


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