Frank, tremendous post as always, thanks again for sharing your invaluable insights. I know I kid around a lot but folks may not realize what a tremendous resource of knowledge we have from you. Particularly, your constant drilling (pun very much intended) about the inaccuracies and flat out stupidity of the national press has instilled in me, for one, a high degree of skepticism when reading something from these sources, and such skepticism has often served me well.
Regarding your point #5, it would seem that as natty prices in the US now "catch up" to the rest of the developed world, that would encourage stronger consideration of currently "stranded" gas in the lesser developed parts of the world. Speaking of which, I happen to know a place in northwestern Peru where there is a ton of gas just looking for a home, and, if you know anybody that's interested, I assure you the price will be right (heh-heh)! |
