That change in forecast from 3.7% increase to 0.8% drop in demand is something I see happening in my business. A lot of my customers are now interested in doing whatever they can to save on their heating bills, especially if they use natural gas. They're also more interested in going with 92% efficient furnaces when they buy new ones, or in switching to heat pumps.

Looking at the bigger picture, it looks like we'll probably get through this winter OK, but what happens in the next few years? I'm really concerned about the 31% decline rates and the fact that half of the NG we'll need in 2012 hasn't been discovered yet. I think that it won't take long for the fuel switching, conservation efforts, and industry moving overseas to be swamped by the lack of supply.

What's the pace of new LNG projects? Peter Dea talked about more LNG coming in the next few years but didn't quantify it. Does anyone here know how much is coming and when?