Yael Pipano

The Realities of Natural Gas

John is definitely right! see last paragraph:what mostly characterizes gas and electricity restructuring up to now is a reduction in economies of scale (due to sub-optimal investment strategies), increased prices, decreased reliability, and perhaps a threat to the security of supply – and all or some of these inexplicable shortcomings are visible in virtually every corner of the globe and as yet show no sign of disappearing..
this conclusion to the 'professor's' article basically explains that for the long term, one needs to invest in other forms of energy as gas availability is obviously limited, even with LNG increased supplies, which is not coming anytime soon (that is evidenced by the higher prices of uranium these days, despite the fact that nuclear plants take a long time to approve and build). Other forms of energy of course include alternatives, coal & CTL technologies and oil which is also getting depleted. I also notice that most people don't realize the surge in wind turbine construction all over the world, especially in the US, one good wind power company is Vestas (GE may be a good company to buy now at the lower price). Of course wind power needs more distribution lines, but it's clean, cheaper than nuclear and the Dakotas have an abundant supply of wind in addition to the 2 coasts (offshore).