Michael B. Krause

Six Companies Poised to Gain from a Natural Gas Auto Mandate

Look up breeder reactors. Very little actual waste. Also, look up vitrification. Waste is not an issue.

Six Companies Poised to Gain from a Natural Gas Auto Mandate

Actually, y/y natural gas production and consumption is relatively unchanged. Demand is down a little bit, but it appears producers have shut in a bit of production to compensate for what could potentially be in the market.

Natural gas' cost of production does not enable it to be anywhere as efficient as nuclear power.

Like I always say, the solution is simple: We need to build 100-200 nuclear power plants, spend 500B to subsidize all/most new cars purchased as electric or plugin hybrid cars (and give trade-in incentives to move the fleet over). These nuclear plants need to be breeder reactors that can make best use of fuel. We can use all of the to-be unemployed troops now positioned in Iraq to set up property security around this new infrastructure.

This would stop the status quo and get us into the new paradigm effectively. If you like this idea, write a letter to Obama and suggest it. This is the only way to affect change.

Natural Gas Report: Winds of Change

Yes, agreed. Against $95 crude, natural gas against the same 'inflation scale' of 6:1 ratio with more balanced (not bearish as the last 2 years) supply/demand outlook gives a price target of $15.83. Heating oil prices are even higher per energy unit.

There's a lot of room for upside, and even prices at $8.xx, while historically high, are just a reflection of dollar buying power in a *bear* market. This market has an aweful lot of price resistance, and will need the cool to stay as well as a continued hot summer for prices to recover, but I imagine by next winter $15 gas (not in the presence of a hurricane related spike) would not be unimaginable.