orlando: we continue to see gas going to south america, europe, even china. is a lot about displacement, but yeah, we are seeing volatility even in global markets. the u.s. gas business has become global. you can put it on the water, get an asian price, european price, and it is a very different market than in the past. alix: if we wind up seeing lower global natural gas prices, what is your understanding of the feedback loop? our u.s. producers going to have to throttling production? orlando: you're starting to hear, and this rhetoric has been around for a couple of years now. the lower prices have been here a while. you've seen some u.s. producers have said capital discipline, we will pull back. we really haven't seen that, three-quarter earnings reports we have seen, you're seeing investors push harder for this being about value and not so much about growth, and we will see what happens. again, the market works. if we see production curtailing, that should control demand as well. but let's was see with producer response in the next couple of years. alix: l