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Politics : Welcome to Slider's Dugout

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To: carranza2 who wrote (39)	6/17/2005 9:28:58 AM
From: SliderOnTheBlack	Read Replies (3) of 50391

carranza2... interesting comments from Morgan Stanley. I think the huge "0 finding cost" LNG Deposits already known in places like Qatar that are being delivered to India for example at $3-$3.50 mcf... are what the author is referring to re: ["There appear to be many substitutes for oil at a cost equivalent to US$20/barrel."] LNG is going to be significant and the focus on LNG from the Majors is under-reported and both their focus and Investment is accelerating. The Vast Majority of the Energy Stocks are "traders" imho... still CYCLICAL plays...with the one exception imho being - LNG & Alternative Energy Plays...and that is the only subset of Energy in which I am a longterm buyer/investor in vs. being merely a trader. The Chesapeak Bay LNG Terminal alone will soon supply LNG to heat 6 Million New England Homes...THAT IS SIGNIFICANT...and LNG will primarially be displacing Fuel Oil and to a lessor extent perhaps Nat Gas as a significantly cheaper alternative....although I am sure that LNG Prices will close the gap to Crude & Nat Gas to a significant degree. Here's a prior post on that issue: Message 21161657

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