Canuck Economist

Why Natural Gas ETF Has Resumed Its Climb

Good article, I think those analysts are right. A lot of the gas is shut-down and it is not a simple matter to turn the stuff back on - equipement needs to be moved, people hired, etc. The gas has to be transported. By the time there is a supply response the price will have spiked up - I believe will happen in February when the winter drilling season is almost over!

dlcnws: my furnace started running in last week in September. Check the temperature lows across the board in Northern States and Canada.

Question: has anyone seen a good article on the economics of shale gas - the full-cycle cost of shale gas will establish the long-term price for gas (cheaper than imports from the far north).