One place I am slowly looking for value is in natural gas – long before anyone else is looking at it. Anyone who has followed the nat gas market the last three years knows how deep a surplus the market has labored against.
Since September when the dollar began it's pathetic countertrend rally, the CRB has been moving down into its first corrective phase. At this point I think the entire commodity complex is just waiting for the leader to turn. And by leader I mean natural gas.
Massive natural gas discoveries along with new extraction techniques have led many to proclaim nat gas as the fuel of the future. The author and energy trader who has recently released a book takeing a look at corruption within the oil sector addresses these claims in an interview.
Shale gas changed everything. Using hydraulic fracturing technology, North American gas producers over the past decade have unlocked trillions of cubic feet of new, unconventional gas reserves from shale.