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sharmar

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  • The Real Natural Gas Production Cost [View instapost]
    Mark,

    This is a little dated but I just read this article. Good analysis but your recommendation of long on coal might not consider the fact that a lot of coal power plants in NA are slated for retirement beginning in 2015. That will lead to much lower demand for coal in the US. Now exports to Asia might be an option to consider for coal, but I don't know how far that will go with global carbon regulations. Thoughts?
    Feb 10 10:22 AM | Likes Like |Link to Comment
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