Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: koan who wrote (88988)	8/19/2007 5:13:15 PM
From: Rocket Red	Read Replies (1) \| Respond to of 313072

Best way to play NG in hurricane season is play the NG futures

To: koan who wrote (88988)	8/19/2007 6:06:52 PM
From: LoneClone	Read Replies (1) \| Respond to of 313072

That's only part of the picture. They may be drilling as many wells in the US (if not in Canada), but they are getting less gas out of each well, both in terms of flow rates and lifetime production from each well. And the cost of drilling is increasing. So it takes more and more drilling of increasingly expensive wells just to keep production the same. I would still argue that key determinants of ng prices in the US are the weather effects on production and consumption together with the impact of LNG imports. LC