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Energy Trader: O-Day and N.A. Natural Gas & Tankers [View article]
1. We're getting a fairly decent history on well depletion..and it has become almost axiomatic that once an oil/gas field or set of wells start to deplete it/they go MUCH faster than was anticipated..Cantarell is a case in point.
2. Gas looks weak at the moment..but that can change in a heartbeat..and WILL change in the near future..and it will be irrevocable. Supply down..prices up..finding and development costs skyrocketing.
3. Coal is plentiful and still cheap to get..but it is hated with a passion politically and environmentally. That leaves renewables..which have a very limited capacity..and nat gas..which is politically safe, has a strong existing infrastructure, and is clean. Gas will have its day..investorsshould look to Partnerships and Trusts (which are ridiculously beaten down) and collect while they wait..and enjoy the cheap gas because soon it will never be down that low priced path again.
4. OPEC is jawboning..they are tens of billions away from increased production..it will take that much in infrastructure (field exploration and development) just to move incrementally beyond tomorrow. We will NEVER (as in never ever) get to 95 million barrels of equivalent.