Sung,
I've just been looking at the IEA stuff a bit more.
The IEA 2009 Gas Markets Outlook gives a lot more cause for optimism, than their WEO report which spoke of a gas glut (but even then wasn't cause for pessimism).
The summary is only 3 pages so I"ll post the link for the lazy that have not already perused it:
http://www.iea.org/Textbase/npsum/gasmarket2009SUM.pdf
EL
