Maybe a combination of more supply, less demand, speculation, and geopolitics. Don't know. But what I do know, and why I'm investing in FEEC, is that China wants to use more natural gas. The pollution is atrocious so China wants to make natural gas a priority. The US price for natgas in 2013 was $3.15. In China it was $15.25. So I think there will be an arbitrage opportunity i.e export from US to China for example. That's what Cheniere Energy is all about, exporting LNG.