have another read of the iea NG summary for 2009.
there are a few words that should trigger interest for the post 2012 market.
"dearth"
"OECD"
"Non-OECD"
"Low-CAPEX"
Now as far as a death of the US market. The US export from Alaska to japan. but that is it. certainly nothing else planned. They do however have considerable import capacity.
Gas is coming along with increased energy demand and prices.
Have a good weekend Stropylord :)
SF