Who’s Bullish On Natural Gas??Adventures in Capitalism
I am bullish on US natural gas. I realize that this is one of the most contrarian things you can say in finance, but I am indeed bullish. Every investor knows that the US is awash in cheap natural gas, but investors often forget that usage and export volumes have also increased rapidly. Meanwhile, pipeline bottlenecks have slowed down the pace of new supply growth. You can drill more wells, but it is becoming increasingly difficult to transport that gas from most basins to end users—at least until more pipelines are built. Call it a race between supply and . . .
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