US LNG: rebellion or revolution?

Key Points Shale economics are fragile US gas prices must rise US cost advantage is limited (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 on 2 Dec 2013.) All revolutions have their winners and their losers, and the shale gas revolution in the US is no different. Although oil and gas production has soared with the introduction of horizontal drilling and hydraulic fracturing, the bonanza has come with costs. Coal is one obvious casualty; another...

(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 on 2 Dec 2013.)

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