- U.S. natural gas may not end up being as cheap as expected in the long term, as higher production costs and stronger demand make exports less competitive on the global marketplace, energy company executives say.
- Henry Hub prices are in one of the low price cycles and below replacement costs, which can't be sustained if history is a guide, says Exxon (XOM) global LNG V.P. Richard Guerrant.
- Looking forward to 2020-25, producing only the dry shale gas without the associated oil won't be profitable at $4 or $5/M BTU, says ConocoPhillips' (COP) V.P. of Commercial, Business Development and Corporate Planning Don Wallette.
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