Pine Cliff Energy Ltd T.PNE

The Global Natural Gas Crisis is coming to North America...

[zack50]

For those who may be interested, the link below has an article by Goehring & Rozencwajg Associates, LLC., entitled. "The  Global Natural Gas Crisis is coming to North America". The article is an ~5 minute read but contains plenty of food for thought for those invested in gas companies.

In their upcoming letter (Q1 2022), they will present the research that strongly suggests that the convergence of US natural gas markets with global gas markets will occur at some point in 2022. They suggest that the surge in US natural gas prices will come out of nowhere and take everyone by surprise. 

You can read the article here:

https://blog.gorozen.com/blog/the-global-natural-gas-crisis-is-coming-to-north-america?utm_campaign=Blogs&utm_content=205355562&utm_medium=social&utm_source=twitter&hss_channel=tw-940698796903878657

[Skylar1]

Interesting read , i assumed gas would continue to go up because of it being a transition source of energy and lack of drilling and getting off Russia supply not the big fields drying up. Hope we get to $10 AECO this summer.

[FreeCashFlow]

There is nothing to transition to . Fossil fuels are here to stay and will become more and more essential and critical as renewables fail to deliver any scale . The supply chain to electrify the modern world does not exist !!   It can't be done !! So buy every coal mine and oil well you can get your hands on .  Enjoy !