The Situation:
I wrote an article on US Energy at the beginning of the summer, where I pointed out strength in the US prices of natural gas, oil and NGLs (natural gas liquids), and laid out a bull case for investing in US
U.S. Energy Update: Winter Is Coming
Summary
- Natural Gas prices are through decade highs in the US.
- Liquified Natural Gas (LNG) is 50% above decade highs in Japan and Korea.
- Unprecedented price spikes for Natural Gas in Europe are leading to power shortages and industry shutdowns.
- Natural gas inventories are well below seasonal averages.
- A cold winter could make problems worse.
Cashfow Hunter has over 25 years of experience in the markets, with nearly 20 of them as a hedge fund portfolio manager. His experience investing in debt and equity markets gives him unique insights into markets. He successfully predicted the implosion of Silicon Valley Bank. He has degrees from Wharton and MIT.
He leads the investing group Catalyst Hedge Investing, in which he shares his best long and short ideas. He looks for investment ideas with asymmetric risk/reward and a clear catalyst. Learn More.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of EPD, CEQP, CEQP.PR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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