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Price volatility induced by the war in Ukraine should ease eventually, but DUCs will be plentiful this year and the era of endless production growth and low costs is likely over, says BTU Analytics. ....
The U.S. has little ability to export additional LNG in the near term, with natural gas pipeline flows to export facilities already near full capacity. ....
Even a partial replacement of Russian energy exports will require additional fossil fuel infrastructure, which faces its own financial and political risk. ....