Marc Courtenay

The 'Green' Side of Natural Gas

Great points Andrew. What other ETF besides UNG would you use for natural gas trading? Thank you.


On Jul 30 12:13 PM AndrewBaker wrote:

> Given that this current market has priced so many stocks at way-over-the-top
> levels, it's hard to find an investment that can reasonably be expected
> to perform well over the next 12 to 24 months or so: natural gas
> (and I also suggest gold) is one of them. Buy an unleveraged ETF
> - and UNG is not the only one out there - and add to it on the dips:
> they will be really good trades overall over the next year or two.
> Also, the price volatility permits trading in and out if you have
> a shorter time horizen, and leveraged ETF are also out there for
> those with a more adventurous nature.
>
> Disclosure: long natural gas.

The 'Green' Side of Natural Gas

Some has to do with how powerful and influential the coal industry still is in many parts of the world, especially China. Other factors are traditions, costs and the existing infrastructure, as well as our willingness to put up with coal despite the high amounts of pollution.


On Jul 30 01:30 PM elfie wrote:

> why cant someone explain why most of coal isnt being replaced by
> NG?
>
> is it because of supply/distribution limitations?
> cost (which seems crazy given the carbon reduction benefits)
>
> for some reason I never read why NG isnt used alot more.
>
> thanks

The 'Green' Side of Natural Gas

Me too. Solar is a big part of the alternative energy solution.


On Jul 30 11:51 AM nakedjaybird wrote:

> And throw natural gas exploration, drilling, transportation, etc.,etc,
> in with the rest of the fossils ...........
>
>
> nakedjaybird: Comments (579) Follow
>
> Yes; go Wal-Mart. As big boxers put their roofs to work they will
> show the power generation world what alternative power can do.<br/>
>
> As soon as the power generators no longer "worry" about sunk costs
> and idled capacity in all their fossil plants, they too will gladly
> go for the
> - no moving parts,
> - corrosion-free
> - low to non-existant maintenace,
> - nearly regulatory- free,
> - basically no-personnel risk (coal mining to nuclear waste if we
> were to include nuc)
> - and finally, basically, enviornmentally clean, throughout (sans
> some sand and Si processing).
>
> Theirs not a power generator around that would not give up mining,
> processing, regs, water-wall repairs, bag houses, slag, generating
> system maintenance (and radiation workers, regs, NRC, etc., etc.,)
> FOR SOME SILENT, CLEAN, SIMPLE, UNCOMPLICATED POWER GENERATION.<br/>
>
> The US Mission should be to teach the rest of the world all this
> instead of trying to sell them the stuff we already make to then
> have them go down the same yellow brick road we have, AND THEN UNDO
> IT!!!!
>
> I'm all for solar on huts in hinderland - (and Wal-Mart rooftops!)..

The 'Green' Side of Natural Gas

Thanks Ferdinand


On Jul 30 10:49 AM Ferdinand E. Banks wrote:

> This is not just a good article - it is an important article. The
> comment about 'shale gas' is something that needs to be brought to
> the attention of the decision makers.
>
> As for nuclear, the problem there is fantasies on the part of the
> high and mighty, and of course the voters. They believe that they
> have a 'choice' where energy options are concerned. They do have
> a choice, but more nuclear has to be in the picture. And when they
> figure that out, then nuclear plants will be constructed in 4 or
> 5 years, or less.

The 'Green' Side of Natural Gas

That appears to be a valid conclusion, all other factors being equal.


On Jul 30 09:46 AM fran wrote:

> wouldn't pipeline and other key NG infrastructures be a good place
> to buy? their costs are relatvely fixed vs NG EPs[less exposure
> to shale drilling cost variables]. these rise more directly with
> demand increase.

The 'Green' Side of Natural Gas

UNG is a unique, futures and options oriented ETF. Please make sure you read their prospectus carefully. That being said, if wild speculation that natural gas will be in short supply ever ensues, it should cause UNG to go through the roof. But in the short-term, it's anyone's guess. It is my hope that anyone who buys UNG below $12 will someday be very satisfied, but who knows. Again, read the prospectus very carefully and follow the day-to-day correlation between UNG and natural gas so you can see for yourself whether it has a high degree of reliability or not.


On Jul 30 07:55 AM H. T. Love wrote:

> Marc,
>
> Yesterday, seekingalpha.com/insta...
>
>
> How will this affect UNG? I can't quite decide the likely end-results.
>
>
> HardToLove