Tag: natural gas investing
US Natural Gas Exports: Bad Idea?
Let’s pick up where we left off… As you may remember, we recently discussed the upcoming start of US natural gas exports. In case you missed that article, you can read it here. Not surprisingly, there’s plenty of controversy surrounding this issue. The oil and gas industry is a big supporter of exporting while environmentalists […]
Spectacular Commodity Gains In February!
February has come to a close. And that means it’s the perfect time to recap the biggest commodity gainers and decliners over the past month. First, let’s start with some of the biggest gainers… Coffee As loyal readers know, I’ve talked a lot about this commodity lately. Brazilian drought fears have investors pushing coffee into […]
Hot Commodity Stocks: This Natural Gas Producer Is On A Roll…
No doubt about it, underlying natural gas market fundamentals have grown considerably more bullish since this time last year… Dry-gas drill rig counts have plummeted and are currently near 18-year lows. As of yesterday’s EIA inventory report, natural gas in storage is at 2,141 billion cubic feet (bcf). That’s 28% lower than last year and […]
Warren Buffet: Natural Gas Bull!
Old Man Winter sure is being indecisive. A few months ago it looked as though the cranky old curmudgeon would take another winter off, just as he did in 2011/12. Unseasonably warm temperatures graced many parts of the US in December and January. But as people in the Midwestern and Eastern US can now attest, […]
Natural Gas Bulls Are Running Out Of Time
Natural gas bulls received some good news yesterday. The US Energy Information Administration (EIA) weekly natural gas inventory report showed gas in storage fell more than analysts were expecting. In fact, for the week of January 4, 2013, inventories fell 201 billion cubic feet (bcf). That’s above analysts’ estimates for a 185 bcf storage draw. […]
Top 3 Commodity Trends To Watch In 2013…
Where does the time go? It literally seems like yesterday 2011 came to an end and we celebrated the arrival of 2012. Now here we are, a few days away from 2013. I don’t know about you, but it seems like time passes faster with each year. Of course, we have to consider the possibility […]
That Looming Natural Gas Rally I Told You About… It’s Here!
Maybe you remember… In late July, I told you about a looming natural gas rally. At the time, the seemingly abundant commodity was trading just over $3 mmBtu. I proposed natural gas was on the verge of substantial year-end rally where it would shoot into the $5- $6 range. Well, by the looks of it, […]
Natural Gas Is Going To Zero? Don’t Bet On It…
No doubt about it, 2012 is turning out to be a year of extreme uncertainty in the natural gas market. As you may know, the price of the abundant commodity sank earlier this year, thanks in part to weak US winter heating demand. In fact, natural gas dropped to a 10-year low in April… Of […]
Natural Gas Investing: Private Equity Firms Smell Blood
No doubt about it, the past two years have been a complete disaster for many natural gas exploration and production (E&P) companies. With the price of their product falling through the floor, producers are taking it on the chin. Revenues are sinking, margins are getting mauled, and balance sheets are broken- all due to the […]
Natural Gas Investing: Private Equity Firms Smell Blood!
No doubt about it, the past two years have been a complete disaster for many natural gas exploration and production (E&P) companies. With the price of their product falling through the floor, producers are taking it on the chin. Revenues are sinking, margins are getting mauled, and balance sheets are broken- all due to the […]