Canadian natural gas prices have held up so well that the majors are taking strategic positions to prepare for an eventual demand spike. But the paydays could be delayed depending on the outcome of the Canadian federal election on Oct. 19.
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.
On his recent tour of U.S. shale basins, Frank Curzio noticed two major trends: The transportation industry is eager to make the switch to cheap natural gas, and the oil and gas industry wants to further its reach by building LNG export facilities.
As an oil analyst at SunTrust Robinson Humphrey, it's a given that Neal Dingmann has his eye on energy stocks come rain or shine. In this interview, he tiptoes through North America's major shale plays and points out the cream of the crop.
There is a way to capture eye-popping returns without having to take an “E-ticket” ride. That is to focus on MLP’s that only invest in the natural gas industry. The smart way to play here is to own securities that benefit from the increasing volume of natural gas production.