doublebogey

Betting on Natural Gas, Part II: Investing Ideas

You kind of missed the boat. Mid stream MLP's are in for a very long and steady bull market in appreciation and distribution increases as nat gas usage increases regardless of the price of the gas itself. Perhaps you are not aware they exist? Another reason to buy them as you have a lot of company.

Energy Crisis Postponed: New Gas To The Rescue; U.S. May Return to Near Energy Self-Sufficiency?

gonna be building many pipelines, can anyone spell MLP?

How Much Natural Gas Remains in the USA?

Mr Anthony still has his unit goofed up. An Mcf (1000 cf) or MMbtu (million BTU) are more or less equivalent and over the time he is talking about cost about $2.
If you go back into the 60's and 70's or even further back you will find proved reserves have always been 10 to 20 years of consumption. No reason to think that 40 years from now the number will not continue to be more or less the same. However I really believe that shale production is a major game changer going forward that insures ample gas supply in North America for the proverbial 100 years or so. Anybody that thinks we are out of gas in 10 years, I've a got some bridges in NYC to sell you.

Natural Gas Could Cure What Ails America

No argument. Hear Hear!! Now over the next decade or so will you do better in E&P, MLP's, Major integrateds, OIH, UNG. I feel like a kid in a candy shop, except I may starve to death before I get to eat the candy

New U.S. Natural Gas Pipeline Displacing Canadian Gas

Lin Energy is not exactly what I would call a Mid Stream MLP as I understand the term. As mainly a driller/producer they are more upstream I think. However I cannot argue that they have done a good job hedging so far. If NG stays low enough long enough they will come crashing to earth as did SW airlines the other erstwhile master hedgers. I'm long LIN and short calls. Trying to have my cake and eat it to. Pays your money and takes your choice! Gonna be interesting if nothing else. I worked for WMB for 20 years and used to think I understood how gas supply/ demand worked, but the shale production characteristics/economics and the advent of all this potential LNG importation really complicates what used to be a simpler situation I think. I'm thinking that eventually we may actually export LNG in emergencies to bail out England when Putin puts the screws to them. They are in a worse Elec Gen jamb than we are but the same problems face us both. Coal is too dirty, Nucs are too slow etc, wind, solar to unreliable and need NG back up anyway. So when they get to 60% plus NG EG they will be very vulnerable to any supply interruptions. Now I mostly stick with the midstream MLP's and dabble a bit when I think I see an obvious price distortion. I would think $2.75 would be a very low price but I could be wrong by 100%. Be very careful messing with the UNG.