Is natural gas a transportation game changer?

Extracted 12AUG2011 from

...whether or not the shale gas revolution, which has driven prices down from more than $13 to just over $4 per thousand cubic feet (Mcf), is sustainable. Unfortunately, a careful study of the process and economics of shale gas production suggests that the current low prices and supply glut are transitory...

Globally, investment is already flowing into liquid natural gas (LNG) tanker construction, and liquefaction and regasification facilities. These investments could allow a physical arbitrage that would cause prices in the U.S. to rise while prices elsewhere would fall.