tuj

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.