21 Comments
 
Midas Mulligan MagooIf they ever find a way too cheaply transport it, the natty market will swallow up oil trading.

I would have to disagree on it swallowing up the oil market since crude is not only an energy source but also a base material for everyday use itmes in our life and many industries from agriculture to medicine.

"The higher up the mountain, the more treacherous the path" -Frank Underwood
 

I'm really interested to see how unconventional gas will affect the LNG market in the US and if we might even see liquefaction terminals any time soon... and the impact on all the existing capacity that came online in the past decade.

 

Please, lets get some nat gas going on here. T. Boone Pickens loves it. It still still a nonrenewable energy source , so the emotional/passionate play for me is not good. But, as your article stated last week, Texas has about 30% of all the natural gas produced in the US, as well as our country's need for nat gas can be supplied with our own methods, not foreign. So it does solve my financial/political ideas towards cleaner resources. A great step in the right direction, but small nonetheless.

 

@kingb the economics for shale gas just cant compete with the huge multi-Tcf discoveries in Australia and SE Asia, which is also right in the neighborhood of the demand for LNG tankers. Those projects break-even at/around $2-$3/mcf, where the shale gas plays are more like $4-$6. The bull case for US gas is a policy-driven demand impact, i.e. more gas fired generation, gas powered vehicles, etc.

 
rjroberts1@kingb the economics for shale gas just cant compete with the huge multi-Tcf discoveries in Australia and SE Asia, which is also right in the neighborhood of the demand for LNG tankers. Those projects break-even at/around $2-$3/mcf, where the shale gas plays are more like $4-$6. The bull case for US gas is a policy-driven demand impact, i.e. more gas fired generation, gas powered vehicles, etc.

Asides from Australian unconventional gas to LNG developments (see: Gladstone LNG), this news further brings up the possibility for US exports. The biggest obstacle to me would seem to be political (energy exports out of the US) more so than economic.

http://www.reuters.com/article/idUSN1428019620101214

"NEW YORK, Dec 14 (Reuters) - Encana Corp (ECA.TO), Canada's biggest natural gas producer, said it is interested in marketing gas produced in the United States for shipment overseas as domestic production increases."

 

I think for anyone interested in Natural Gas, reading T. Boone Pickens' book "The First Billion is the Hardest" has to be a must. He systematically goes through the pros and cons (very few) of natural gas and the ways in which it can be implemented. He also talks about efforts he's made over the last 30 years to promote its use. Great read.

If I had asked people what they wanted, they would have said faster horses - Henry Ford
 

I think it would swallow the oil market. Energy for automobiles is BY FAR the most important use of oil. Everything is just a byproduct/ancillary to its main purpose. Plus we are moving towards a more "biodiesel" approach to alternative sources for plastics/agr/other materials. Anyone else want to weigh in?

 

I really hope deep underground across the United States will ensure that natural gas will be cheap and plentiful for the foreseeable future.

 
alizinaVI really hope deep underground across the United States will ensure that natural gas will be cheap and plentiful for the foreseeable future.

You single? haha only kidding. But seriously, are you?

If I had asked people what they wanted, they would have said faster horses - Henry Ford
 

check out Crosstex Energy (xtex/xtxi). They're a small company responsible for 6% distribution of all NG and NGLs in the U.S. I invested in them when they dropped to 1.90 a share back in March of last year. It's now sitting at $14.02

 

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