bradiop

Time to Bail on Shale?

I think your "believe" are believable but the system has some real inertia and friction to over-come before the "believe" become reality. But the "believe's" just seem too strong and obvious and even our Politicians will come around.
I Hope!


On Nov 23 11:16 AM koolsool wrote:

> If we believe our importing 80% of foreign oil used in the USA is
> a huge national security risk. If we believe that burning coal to
> produce the energy for electric vehicles will Not reduce climate
> change. If we believe that recent new drilling technology has changed
> the game allowing many wells to be drilled from one rig (rig counts
> are now useless for predicting production). If we believe that using
> natural gas for transportation & power generation is cleaner
> than oil & coal. If we believe the USA now has huge domestic
> reserves using this new drilling technology. Then the nat gas producers
> are demonstrating that they can meet a new increase in demand, if
> we switch to nat gas is made & that they can keep the price relatively
> low to boot.

Time to Bail on Shale?

It seems short term supply and demand suggest lower gas prices and thus lower prices for gas producer stocks. The view that natural gas will play an increasing part in fulfilling our (US) energy needs just seems too logical not to get traction.

All that said we may be seeing a buying opportunity for natural gas suppliers and infra-structure company's if one has long view.

At least that is my vision and hope.
brad

Ethanol vs. Natural Gas or Coal: Comparison Not Even Close

Good article, well written, great facts and conclusions.
brad

Betting on Natural Gas, Part II: Investing Ideas

I'm surprised in mentioned gas pipeline Co's there was no mention of EPD and KMP, both of which I thought were bigger than the one mentioned.

Agree on general theme and good article.
brad

How Much Natural Gas Remains in the USA?

While I don't agree with the article it certainly did a great job at getting out comments which is very helpful to me.

Thanks for everyone's response.
brad

Natural Gas: An Energy Resource Whose Time Has Come

While there are a number of hurdles for nat gas to become a fuel for everyday transportation it gets much easier if it is focused on some special uses; i.e. long haul trucks on Interstates (only need few refueling stations) short haul trucks where truck each night return to some local depot (again only need few refueling stations). (i.e. the Pickens Plan)

Answers to Recent Questions: Taxes, K-1s, MLPs, and Why These 7 Pipeline Companies

Very informative. Thanks for the info and congrats on reading the follow-up comments and then responding in this manner.

brad

What's Driving Natural Gas?

I find this part of the analysis hard to believe:

Supply: Liquefied natural gas (LNG) flows may not flood the U.S. and domestic production could fall swiftly because it is not sustainable at current activity levels.

There seems to be fair amount of evidence the supply of gas has increased and not going to decrease.

The Nine Best Natural Gas, Oil Pipelines for Income and Capital Gains

Very informative article.
thanks,
brad

Why the Sudden Run Up in Natural Gas Prices?

This may not explain the recent price up tick but there certainly is number of activities that could lead one to believe the demand/use of natural gas will see fairly dramatic increases over the next couple years.

Maybe it is this POV that is partially driving prices; surely the supply/demand comes into play sometime.
brad

Master Limited Partnerships for Your Portfolio: Three Key Questions and Answers

Very informative article.
thanks,
brad

Canadian Oil Sands' Distribution Set to Rise

I hope as they move to a more classic Corporate legal structure they don't change their dividend paying approach; time will tell
brad

Canadian Oil Sands: Higher Quarterly Distribution Looks Likely

I hope this is true but some of the recent words by the CEO sounds to me like more emphasis on investments and capital expenditures vs dividends which is what one might expect under a Corporate legal structure. We'll see.
brad


On Jul 07 07:44 PM a. palmer jr. wrote:

> Uh...it appears some of the other Canadian oil trusts are going the
> other way, namely HTE and PWE that I have. I haven't seen any sign
> of them raising dividends. I wish they'd hurry up and do something
> before that Canadian thing happens in a couple of years.

Canadian Oil Sands: Higher Quarterly Distribution Looks Likely

I hope this is true but some of the recent words by the CEO sounds to me like more emphasis on investments and capital expenditures vs dividends which is what one might expect under a Corporate legal structure. We'll see.
brad

Which Vehicle Is Best for a Long Bet on Oil?

I agree some form of oil asset makes good sense.
I would add if one feel inflation is in our future; driven by our borrowing and printing money, then investing in Canadian oil related company becomes play on the oil theme and hedge against inflation.
I personally have positions in Canadian Oil Sands (coswf) and Enerpus (ERF)
Good luck.
brad