Canadian LNG's Last Best Chance?

The Canadian natural gas industry faces the dilemma that its one export customer, the US, has diminished need of its supplies as US domestic shale gas production continues to surge. Despite rapidly growing US gas demand and rising volumes of US pipeline and LNG exports, US imports of Canadian gas have declined sharply during the past decade.

Tom Choi and Chris Goncalves examine whether a net-zero energy policy in the US will be Canadian LNG’s last best chance to scale up exports.