| | | Among other things, in the first article of your post, this caught my attention:
<"New England is losing out" on a natural gas "boom" that is going on elsewhere in the country, said Patrick Woodcock, the director of the Maine Governor's Energy Office. "We've had companies looking at Maine, and when they sharpened their pencils and looked at the energy costs, they say, 'No thank you. We're going where there's lower energy costs,'" he said.>
Think the low cost producer states AND adjacent states with reasonable state taxes and regulatory regimes are going to capture a lot of business - of all types - from the NIMBY states. R.E. values in the former are likely to strengthen while values in the latter will stagnate - over time - baring a prolonged increase in inflation. Flow from CA to TX is only one example.
OK, admit to talking my book, per the above, because the above happens to be one of the reasons we bot this restored, landmark, historic property in the wet gas fairway of the Marcellus Super Giant, during the credit meltdown, in late 2008 (WV coal country is many miles to the south and east).
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