Gentle also said she sees more potential markets than others expect, and she pointed to new growth in the Middle East. But she also said some potential buyers for the big gas projects are getting smaller and their credit quality is getting lower.
Kakimi doesn't see the demand some see.
"I really am suspicious about the optimistic view of LNG in the Southeast Asian market in the very near future," said Kakimi. He added that Japanese demand is peaking.
The new supply does give consumers more choice and more energy security.
Centrica CEO Iain Conn said Europe will be a beneficiary of additional LNG. "We have Russian gas competing with Norwegian gas competing with LNG competing with indigenous gas," he said.
Houston said U.S. LNG has its advantages. "It has the lowest volatility of any LNG one can contemplate," he said. By 2024, he said a quarter of the world's LNG could come from the U.S. He added that focus should be on 2020 to 2030 when thinking about new capacity capabilities.