Canuck Investor

The Realities of Natural Gas

Pipeline gas in the Northeast and on the West Coast will originate from the Pinedale anticline in Wyoming--tens of trillions of cubic feet of it.

On a worldwide basis, we are nowhere near the peak of natural gas production. A couple of decades ago many foreign finds of natural gas were considered a nuisance as part of a quest for oil. The problem is, much of the gas is stranded and costs billions to market. Nevertheless, LNG imports are growing and, as a natural gas investor, I'm concerned about the growth of LNG imports in North America.

Filling Up on Natural Gas

It's a good article in terms of explaining how demand is affecting price. But the big issue in the medium to long-term is the impact that large supply volumes of LNG imports will have on North American gas prices. Natural gas production may be in decline in North America but there's plenty of it in places like Qatar and Trinidad. Unlike Oil, the world isn't running out of Natural Gas.