Excerpt down below. The article noted that Raymond James showed an increase of less than 1% in natural gas production from public companies from Q4 2007 to Q1 2008, while the EIA showed a 3% increase in total production, although Raymond James is showing more of increase in Q1 2009 than the EIA.

I was in a meeting with Matt and a group of people in his office a few weeks ago, and Matt was quite adamant that he though that there were problems with the EIA natural gas numbers. He is concerned that the decline in drilling will put the industry in a position where we may not be able to catch up with demand--perhaps as soon as late 2010. He also thinks the Qatar reserves are significantly overstated.