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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: Think4Yourself who wrote (47642)7/10/1999 11:33:00 PM
From: Douglas V. Fant  Read Replies (1) of 95453
 
Ken, Good question- IMO gas drilling is not keeping up with ramping North American demand. Now I just met with a few folks from Calgary on Friday. They say that once pipeline capacity is expanded, that western Canadian gas will take up some of the slack-which is good. But is anyone aware of pipeline constuction in western Canada say into west Coast US markets?

The eastern Canadian pipeline being built will carry up to 500 mmcf of natural gas I believe when finished....IMO we'll see higher prices this fall for natural gas. Now how to play that- maybe a mixture of E&P's, and gas transporters?

Sincerely,

Doug F.
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