The Cline Shale in Texas is one of the hottest new shale plays in the USA. Devon Energy (DVN-NYSE) is suggesting it’s a huge play, pervasive over a very large area on the eastern shelf of the Permian Basin.
In fact, the Permian is bursting with new resource plays—what’s old...
Intermediate natural gas weighted stocks in Canada are valued higher—sometimes a LOT higher—than oil stocks, despite oil being worth 35 times more than gas.
And that could mean significant price weakness for already battered natural gas stocks, says Haywood Securities analyst Alan Knowles.
“People think (the stocks of) gas companies have...
Where will the wealth created by the fast growing Liquid Natural Gas (LNG) market be concentrated in the coming years?
In a word--Australia. It's the #4 exporter of LNG in the world already, and seven new plants are in various stages of planning and development, which would require $200 billion...
Many investors are aware of the technological innovation – fracking – which has brought about a natural gas boom in North America. But the new technologies just keep coming...and the latest technologies will again REVOLUTIONIZE the global natural gas industry.
The latest significant breakthroughs have to do with the production...
In Part 1, I explained how LNG shippers will be one of the best investments—and THE best way to play cheap natural gas—right through to 2015. A combination of fast-rising demand from Asia and almost no new ships before the end of 2015 will keep cash flows and stock...
We are witnessing the birth of an entire new global industry, right before our eyes — liquefied natural gas (LNG).
Like oil, LNG is now shipped all over the world.
It has become one of the most profitable parts of the global energy patch. Shipping LNG is the most profitable sector...
Chinese energy companies have spent billions joint-venturing North American energy assets in the last two years. But the money pipeline could reverse under a new Chinese law—North American companies are now being allowed to develop shale gas in China—where natural gas prices are a LOT higher than here.
China recently...
The stocks of natural gas producers have been hit hard by the low price and bearish outlook for the commodity. But a new report from Denver-based energy analytics company BENTEK makes me think natural gas pipeline stocks, pipeline MLPs and pipeline ETFs/ETNs in the U.S. could come under big...
