Energy journalist David Strahan ("The Last Oil Shock") provides a well-researched and critical article on the global natural gas glut.  

"Shale gas production may grow strongly in some parts of the world, but it is unlikely to be the “game changer” its cheerleaders claim. LNG output is also set to rise, especially in Australia where a slew of export terminals will come on stream towards the end of this decade, but the IEA forecasts global demand will soar by half by 2035, and that can only be supplied at a cost."