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

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