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.

Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Bread Upon The Water who wrote (175705)	1/11/2013 12:23:52 PM
From: t4texas	1 Recommendation Read Replies (1) \| Respond to of 206161

you should put more thought into your item number 2. it will not work, because your tacit assumption is ng producers will keep producing at prices that won't make money. this just means you won't have the glut of ng that has led to low prices. you would get less supply over time that will lead to higher prices. you cannot fool markets except a short time.

To: Bread Upon The Water who wrote (175705)	1/11/2013 7:57:38 PM
From: sm1th	3 Recommendations Read Replies (1) \| Respond to of 206161

Think the thing to do is to try and find the "sweet spot". A little export a little more for home consumption. Nice problem to have. We need more problems like this. Let the market find it, not the politicians

To: Bread Upon The Water who wrote (175705)	1/11/2013 10:00:12 PM
From: Bearcatbob	1 Recommendation Read Replies (1) \| Respond to of 206161

The issue is the size of the resource. If the resource is very very large - then supply is simply limited to the number of "straws" stuck into the resource. If this is the case the supply is simply limited by the number of "straws" with the number of straws being limited only by the price of nat gas necessary to provide the required ROI on the wells. On the basis above - assuming the resource is very very large - export or no export will not change the price. Bob