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Shale Gas: Promises, Promises, Promises

"I have a question about nat. gas. I have very little knowledge about its components, but most homes on the west coast have a nat. gas pipe line service into their home. Would it be possible to have a pump at your house and you could fill you car at home with nat. gas, or is the gas that is pumped into your house not compatible as auto fuel? Wouldn"

It can and does work, but its not an ideal solution (its slow). For real CNG filling at home, you need a bigger pipe to the house.

Natural Gas Production Declines Are Becoming More Evident

How many drilled but uncompleted wells in TX do you think are hiding "behind the pipe?"

UNG: The Best Way to Invest in Natural Gas

Won't the contango roll issue continually put them above NAV unless they issue new shares?

Nibbling on Natural Gas, Concerned about Atlas Pipeline Partners

lol, just like every bullish NG investory, they think it "looks cheap".

Ask why we just hit a 2 handle last week....

The Bullish Case for Natural Gas

"Can anyone predict how fast production could ramp up if the demand rebounds? "

It takes on order of *days* to drill a well. Interconnection is another story...and one that depends on the basin. The leases are allocated, and there are lots of uncontracted rigs, so it won't take long. Also, *consider* the dynamics of shutting in a slic-frac well. (and if you don't know the dynamics of shutting in that particular production, you probably should not be involved with NG).

The Bullish Case for Natural Gas

Sigh, if you don't understand storage, please please please retail investors; don't get involved with NG right now. Unless you really understand the storage dynamics and you truly believe the decline curve models, which are quite new and don't take into account re-frac's, I warn those outside the industry to stay away.

Natural Gas May Be Just the Solution for This Economy

CNG fails in non-fleet transportation because the electricity distribution network is so much more vast than ample-capacity NG pipelines. The real answer is to build liquefaction capacity here in the US and export LNG.

Natural Gas: The Next Big Thing

"What happens if the well is shut in? "

You have a few months where things will be ok, pressures will hold open the frac'ing, but longer than that and you risk damaging the geology, which will require a refrac to get the well producing again. It also remains to be seen how much re-frac'ing will take place as IP rates decline and how much impact it will have. This is unlike conventional, where a shut-in can last indefinitely.

China, Shipping and the Great Commodity Carry Trade

"But as the price falls below $10-$13 per thousand cubic feet (TCF), shale gas is no longer profitable so producers must cut back."

You have no idea what you are talking about here. Seriously, listen to the quarterly calls of the producers and see what they are saying break-even is for Barnett, Marcellus, Haynesville, etc. You are way way way off on the production costs.

Second, while NG is can be stored, there is a limit to how much gas can be stored in the US in any given season. Then add in the fact that many of those shale producers hedged their production forward at $10-13.

Three Reasons to Be More Bullish on Natural Gas than on Oil

The bearish sentiments expressed are almost certainly right. Rig counts, LNG, storage issues; all are indeed major factors. The historical oil/gas relationship means nothing in the era of unconventional gas. The only bullish event would be a more-active-than-usual tropics season, which is not being forecast by anyone. New shale plays will be developed such that the initial decline rate is lower (as is IP) such that the decline will become more linear and keep the initial gas constrained. LNG vehicles may work on the fleet size, but as mass production, its DOA. There's simply no good distribution infrastructure, plus the tank sizes of CNG are quite large as opposed to LNG, which isn't practical at the vehicle level. Historical volatility shows that the market has never priced in such high volatility as now. Take that how you will; to me its largely bearish.