Cheap natural gas means Americans can buy the equivalent of a barrel of crude for $35. That's the exciting reality that has Ron Muhlenkamp putting his investment dollars behind the next great fuel switch, this time in the transportation sector.
With ample stores and cheap prices, natural gas-related equities have taken a beating and continue to be battered. While it is always difficult to call a bottom, the tide may be turning for natural gas companies despite the latest data.
This was an up-and-down year for oil prices, but don't expect that pattern to repeat in 2012. No, next year, the trajectory for oil prices will be far more linear - and it's pointed up. In fact, we could even see $150 oil by mid-summer.
House Mountain Partners founder Chris Berry is making a bet on the unfamiliar element vanadium to be required in large quantities for mass storage batteries and has identified several vanadium names that could power investor portfolios.
The House Mountain Partners founder Chris makes his case that over the longer term the element will be in such strong demand for the electric vehicle revolution that investors will no longer be able to ignore explorers and emerging producers.
The wind is not at your back if you choose to speculate in natural gas producers. However, cheap abundant natural gas is a positive black swan. What happened to the natural gas business is a case study on how commodity bull markets end.
A larger, wealthier class of people in the emerging world are demanding more goods as they raise their standard of living and the supply of these goods is impacted by geopolitics, diminishing mature sources and even weather.
The US Department of Energy has said that 30 battery factories by 2012 could have enough capacity to supply 20% of the world's advanced battery needs and that their share of the world market could rise to 40% by 2015.