bradiop

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

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.