The U.S. - Mexico Natural Gas Export Boom

摘要：

If gas shipping does bottleneck as Mexican exports grow, near-at-hand producers in the Eagle Ford and Permian could find themselves best positioned to reap higher prices.

Gas-weighted Eagle Ford producers include Energy Transfer Partners (ETP), DCP Midstream Partners, L.P. (DPM), NuStar Energy, L.P. (NS), Southcross Energy Partners, L.P. (SXE), Pioneer (PXD) and EOG Resources (EOG).

but it's a safe bet the company is concerned about increased Mexican exports driving up prices of its currently cheap natural gas supply.

This could be the set-up for a battle between gas exporters and domestic consumers. The former looking for higher prices, the latter trying to keep natural gas more affordable.

Power generators, for one. In early June, Calpine Energy Services - the subsidiary of gas-fired power operator Calpine Corp. (CPN) that secures fuel supplies for the company's plants - filed a Motion to Intervene in the permitting of the Eagle Ford export expansion project in south Texas.

These issues could delay or even de-rail the massive Eagle Ford expansion. Given that this project accounts for nearly two-thirds of planned new export capacity, it's critical to watch proceedings here. The fate of the "Mexican export boom" may hinge on it.

http://seekingalpha.com/article/1542902-will-natural-gas-resume-its-downward-trend?source=yahoo
Will Natural Gas Resume Its Downward Trend?

http://bbs.wenxuecity.com/finance/3229778.html
(ZT) Natural Gas Prices Will Fall More, No Upside Catalysts See

http://bbs.wenxuecity.com/finance/3230935.html
不能相信天气预报
tzbcwbc 于 2013-07-16

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The Future For Gold Miners

In nearly 80% of all the past years that natural gas has been trading, if you would have purchased this commodity on August 1st and held it till the end of the month you would have a made a profit. Now that is what I call a high probability trade.
Natural gas prices are almost entirely driven by the weather. And if you live in the Midwest, Northeast or West Coast, you know that we are having record heat waves this summer 2013. That means a lot of people are running their air conditioner. And what powers most utilities now? Natural gas.
So after yesterday’s extreme move in natural gas, which broke a huge downward trend line, I think we could see prices jump by as much as 20% by the end of August.

I like the natural gas ETF (NYSEARCA:UNG), as well as call options on it. Another alternative, the 2x leveraged ProShares Ultra Natural Gas ETF (NYSEARCA:BOIL).

A Small cap natural gas stock that I like is Penn Virginia (NYSE:PVA), this stock is deeply undervalued it is trading at 1/3 of its book value, and is currently breaking out of an inverse head and shoulders pattern. This could take the stock to $7 in a very short time frame. This would be mean an almost a 40% move for Penn Virginia. The September $5 Calls are attractive at $.40 cents or less, which means if Penn Virginia goes to $7, we are talking about a home run triple digit plus winner on those call options.

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Natural gas rigs rose yet again – possible reversal of downward trend?

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Will This Commodity Buck The Trend?

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今天report不错，本该UGAZ涨，但这星期天凉快，反而掉了点。

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Natural gas inventories rise less than expected, but prices still fall

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Here is the reason why Natural Gas is so bullish.

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气温

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(ZT) NG touched $4

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Can the surprise jump in natural gas rigs last?

一些有关天然气的重要连接

The U.S. - Mexico Natural Gas Export Boom

摘要：

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一周热点