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Increase In LNG Imports Is Creating More Pain For The Natural Gas ETF

Mon, 30 Nov 2009 21:25:01 GMT

“Just when you thought things couldn’t get worse for natural gas, a glut of global gas is starting to make its way to U.S. shores . In a global natural gas report, Goldman Sachs says they expect LNG imports to grow 42% in 2010. See the highlighted area in red, below,” Vincent Fernando Reports From Business Insider.[More...]

These Energy ETF’s Will Surge As Oil Approaches $200 Barrel

Mon, 24 Aug 2009 19:37:57 GMT

There is no doubt in my mind that we will eventually see $200 dollars for a bbl of oil, and $6 at the pump. If one has long tem equity to commit, the energy sector isn’t a bad way to go. Even Obama can’t stop it.[More...]

Natural Gas ETFs

Sun, 16 Aug 2009 16:27:34 GMT

The following is from Kelly Letter Note 55, sent to subscribers first thing in the morning on Sunday, August 16. We've been watching US Natural Gas (UNG) as a possible buy to track what we believe will be a gradual increase in the price of natural gas when the economy gets back on an earnest growth path. Several subscribers have written to ask if there isn't a better way to buy into the thesis. UNG, they've read and noticed, has not tracked the price of gas well. One suggested alternative is First Trust ISE-Revere Natural Gas (FCG). Instead of tracking the price of gas itself, FCG tracks an index of companies that earn "a substantial portion of their revenue from the exploration and production of natural gas." For details on the ISE-Revere Natural Gas index and a list of its component stocks,[More...]

Why We've Waited To Buy Natural Gas

Mon, 06 Jul 2009 17:26:30 GMT

A lot of people have written asking why The Kelly Letter hasn't bought natural gas via UNG yet. The following June 21 article sent to subscribers, re-displayed here in its entirety, explains why. The addendum at the bottom shows what's happened since we ran the article. Original June 21 Article sent to Kelly Letter subscribers We've spent a lot of time looking at oil this year, and have put money on both the long and short side of the fluctuating price. We're currently betting on lower prices ahead, and I still think we'll get them in the short term. A related commodity that we've discussed much less is natural gas. In some ways, it's a better place to invest than the oil market. Let's look at those ways. Natural gas is primarily a U.S. domestic commodity, much less exposed to the[More...]

Stockpiles Pressuring Natural Gas

Fri, 12 Jun 2009 15:25:06 GMT

Growing Stockpiles Weigh on Natural Gas Prices The Energy Information Administration (EIA) reported today another 100 billion plus addition to natural gas stockpiles, highlighting the commodity's weak supply-demand fundamentals. Continued strength in domestic production despite the massive retrenchment in drilling activities from last summer's peak level and recessionary industrial demand has resulted in a major storage overhang. As this chart from the EIA clearly shows, natural gas in storage has reached approximately 2.4 trillion cubic feet, which is up 30.3% from last year's level and 21.8% above the five-year range. As a result, natural gas has been a less-than-enthusiastic participant in[More...]

Stocks For An Economic Recovery - Utilities

Sat, 16 May 2009 15:52:31 GMT

As the economy begins its comeback, the utilities companies that will benefit the most are the ones whose stock prices have suffered for being located in poor housing markets and those with significant counter-party risk. These companies lack the stability an investor looks for in utilities companies during a time of economic hardship. However, as the economy begins its turn around, these investments will once again become attractive. A company that fits the aforementioned profile is Sempra Energy (SRE: 44.25, -0.57 (-1.27%)), a diversified gas utility company based in Southern California. Sempra has two core utility subsidiaries in Southern California Gas (SoCalGas), the largest gas utility in the United States and[More...]

Alternative Energy - Industry Outlook

Mon, 11 May 2009 21:19:16 GMT

Assuming that GDP growth is slightly negative for the next 3 to 4 quarters while the credit markets gradually strengthen, let's consider the outlook and opportunities for the Alternative Energy industry over the next 6 to 12 months. Many companies engaged in the solar power market offer profitability with strong average long-term annual earnings growth expectations of approximately 40%, stock price valuations significantly discounted from their recent historic highs, and a favorable political environment. Industry Outlook for Alternative Energy Stocks: Speculative - Bullish The electric power industry is one of the world's largest industrial segments. With a global market share of approximately 25%, the United States is the leading producer of electricity, followed by China, Japan and Russia. Total global electricity consumption volume grew at a CAGR (compound annual growth rate) of 3.1% from 1980 to 2006,[More...]

Stimulus Gains: Four Favorites In Infrastructure

Fri, 23 Jan 2009 15:31:00 GMT

"Infrastructure stocks have been laid low by the economic downturn; but once massive government stimulus programs get growth going again, these companies should be among the surest winners," says Stephen Leeb. In The Complete Investor, he explains, "We've found four top infrastructure stocks, now at bargain-basement levels, that we think will surge. All are all astonishingly cheap when you consider how vital their role is in worldwide economic growth." "It would be difficult to find a group of stocks more leveraged to economic growth yet whose valuations imply there will be no growth. "If you have any faith in[More...]

Alternative Energy - Jan 21 2009 2:58PM

Wed, 21 Jan 2009 19:12:00 GMT

The Ultimate Showdown: Crude vs. Nat Gas

Mon, 05 Jan 2009 14:12:00 GMT

Many investors wonder whether or not there are advantages to being long or short one commodity versus another or if all commodities will roughly trade in the same manner. Like many of the other questions I tackle here on the website, there is no exact answer (as is the case with many questions dealing with the financial markets) to these questions. Even though there is no precise mathematical science to answer this question, there are many identifiable factors involved that can shed light on what to many seems to be a difficult and never-ending puzzle.[More...]

Unified vision eludes energy corridor panel

Fri, 04 Dec 2009 13:47:00 GMT

Dec. 4--AUGUSTA, Maine -- Tensions between Maine and Canada over proposed LNG facilities in Passamaquoddy Bay once again have spilled over into efforts to develop regulations for potentially lucrative lease agreements between the state and energy companies.
A 13-member commission reached agreement on most major issues surrounding so-called "energy corridors" but deadlocked Wednesday over whether to extend a moratorium on such projects in response to Canadian opposition to LNG tankers in the bay.
As a result, the Legislature's Utilities and Energy Committee will receive three competing reports from the commission as lawmakers begin next month debating an energy corridors bill.

: iStockAnalyst.com Symbols Feed

Increase In LNG Imports Is Creating More Pain For The Natural Gas ETF

These Energy ETF’s Will Surge As Oil Approaches $200 Barrel

Natural Gas ETFs

Why We've Waited To Buy Natural Gas

Stockpiles Pressuring Natural Gas

Stocks For An Economic Recovery - Utilities

Alternative Energy - Industry Outlook

Stimulus Gains: Four Favorites In Infrastructure

Alternative Energy - Jan 21 2009 2:58PM

The Ultimate Showdown: Crude vs. Nat Gas

Unified vision eludes energy corridor panel

LNG tanker arrives in New Brunswick

PTT gas pipelines get check-up

Chubu Electric Power to participate in Australian LNG project

Drydocks World-Dubai announces first Offshore LNG Regasification Terminal conversion project

Federal fish biologists question Columbia River LNG project

PTT wants Borneo mine: Coal a part of diversification plan

Oregon LNG wins two battles over Port of Astoria lease

Energy panel eyes corridor lease rules: Control of Canadian power at issue

Hess: Natural gas plant a 'long-term investment'

SemGroup Announces Chief Risk Officer Selection

Cheniere Energy Partners Reports Second Quarter 2009 Results

Cheniere Energy Reports Second Quarter 2009 Results

Cheniere Energy Partners Declares Quarterly Distributions

Cheniere Energy Reports First Quarter 2009 Results

Cheniere Energy Partners Declares Quarterly Distributions - Apr 17 2009 10:56AM

Cheniere Energy Reports Fourth Quarter and 2008 Results

Cheniere Energy Reports Third Quarter 2008 Results

Tidelands Oil & Gas Corporation (TIDE) Announces Sale of Its 20% Membership Interest in Frontera Pipeline LLC

Analyst Reports for Cheniere Energy Inc., Gastar Exploration Ltd., BMB Munai Inc. And Tanzanian Royalty Exploration Corporation

Form 4 CHENIERE ENERGY INC For: Nov 25 Filed by: Gentle Meg (10K)

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