Well, as you know, here the Republicans are very strongly in favour of exports of LNG, and I presume that this will become government policy. I see Canada and the U.S. as acting in parallel.
Currently, the import share of the EU is only 10% LNG. I do not see any reason for it not to rise quite sharply, because gas prices in eastern Europe are still far too high and LNG can sharply reduce them, with a profit, also, for Canadian and U.S. LNG producers.
We have seen a stagnation in the last two years of LNG imports to Europe, simply because the prices in east Asia have been so much higher. My guess is that we will see rather soon a saturation, since so much extra LNG is coming online. Then we will see more LNG going profitably to Europe. This will be very good for energy security and diversification in Europe.
The main role of the European Union here is simply to make sure there are more possibilities for choice. Shale gas is still totally up in the air. The two big players in Ukraine, as I mentioned, are Chevron and Shell. Exxon seems to have lost its position in Ukraine with the Russian annexation of Crimea.