With approximately 2,552 trillion cubic feet of natural gas locked beneath U.S. soil, it’s easy to get caught up in the hype:
The hundreds of years of gas supply we have at our disposal…
A store of LNG so big, companies have run out of storage space…
Politicians making claims the United States is “the Saudi Arabia of natural gas”…
Decades ago, most people didn’t see this shale revolution coming. Drillers at the time would only tap into these kinds of plays as a last resort.
Right now it’s all they’re going after!
We can even nail down exactly where our future gas production will come from:
But there’s something else on the horizon — and it might surprise you…
Profits They Won’t See Coming
I mentioned my reservations about renewable energy a few days ago. Many renewable sources simply can’t compete with the low cost of coal and natural gas.
Plus now that the North American shale boom is moving forward at a clip, we’re all but ensured a steady supply of cheap gas for the next few years.
Still, no matter how low nat gas prices have fallen since 2008, they will eventually head higher…
And while we don’t expect to see the $18/Mcf prices China and Japan are paying for LNG shipments, U.S. prices doubling over the next two years isn’t out of the question.
Even if natural gas prices were to double from here to about $6/Mcf, it would still be considered cheap.
Most drillers are setting their sights on liquids-rich targets (think: the Bakken, Eagle Ford, and Utica Shale plays), so it’s only a matter of time before we see the supply glut begin to balance itself out.
Where will we look next?
Despite the negative attention it garners from the mainstream media, solar may have its day in the sun sooner than expected.
The cost obstacle I mentioned earlier is solar’s biggest hurdle.
But what if that were to change?
Cost-competitive solar power may seem like a long ways off, but it’s actually a lot closer than you might think…
Nick Hodge has found a small energy firm with the technology to put solar back on the energy playing field to contend with oil, coal, and gas.
One of the advantages of this solar technology is it doubles output while cutting costs in half.
That alone will turn solar into a huge windfall for early investors.
Nick’s latest report gives you all the details on this emerging technology — as well as the company that controls it.
Enjoy your weekend,
Keith Kohl
Editor, Energy and Capital
Investing in Corn: Stocks that Will Benefit from Corn
The Hammer tells you who will win and who will lose after this year’s harvest fails.
Japan Nuclear Investment Opportunities: Nuclear Alert Issued in Japan
Nuclear restart in Japan reveals new investment opportunities.
Banking and Monetary System: They Own It All… and YOU
Greg McCoach details a topic that he feels 95% of the population is totally in the dark about — yet it governs everything we do.
Safer Nuclear Ambitions: 329 Reasons Nuclear Energy Will Flourish
Energy and Capital Editor Keith Kohl offers 329 reasons why nuclear energy will continue to grow over the coming decades.
Gold Stocks Crushed: Where to Go from Here
The price of gold is up about 30% from this time two years ago, though it’s down from its peak last year. The fiscal relic is flattening out in a consolidation pattern consistent with a long-term bull market.
Trading the Rare Earth Deficit: The Next Global Crisis is Right Here
Analyst Ian Cooper uncovers the truth about Japan’s latest historic discovery and shows you how to profit from the long-term rare earths trend.
Global Nuclear Growth: Could Increase 113% by 2030
The International Atomic Energy Agency is still projecting up to 803 gigawatts of nuclear capacity in place globally by 2030. That’s a 113% increase from the 377 GW in place at the end of 2010.
Buy Dips in Gold: Central Banks Around the World Are Purchasing Gold
In the end, large-scale gold purchases by central banks can’t help but build the bullish case for all precious metals, especially gold, over the next decade or two.
Coal Takes a Hit: Past the Point of No Return
Editor Keith Kohl explains why natural gas is ready to surpass coal.
Korea Goes Nuclear: Nuclear Still Growing
The country that played host to the worst nuclear disaster since Chernobyl is already clamoring to restart the nukes less than a year and a half later. Nuclear’s still growing.
