Newsgroup: it.economia.borsa.estero
Titolo: the natural gas crisis

Dear Investor,
There are two words that Americans don't ever want to hear together again:
energy crisis.
Those of us old enough to remember the last one--and how it slammed our
economy--do not want to relive those days again, ever. But there are factors
at work right now to bring those words back into the daily headlines as
early as this summer.
This one will be different, however. There WON'T be long lines at the gas
pump. The oil barons at OPEC WON'T be the culprits behind it. The numbers on
your license plate WON'T have any influence on what day you get in line.
This coming crisis won't be about the price of gasoline.
This time it's natural gas.
Warren Buffett already recognizes the opportunities. Fed Chairman Alan
Greenspan is talking about the problem. And rumblings about natural gas are
starting to come from the Senate chambers as hearings on energy proposals
begin.
Yes, if you are good at reading between the headlines, the story is slowly
building. I've even run across a few investors who understand the problem.
But most investors have not yet (a) grasped what's happening, or (b) figured
out where the really big money is going to be made as this crisis unfolds.
We at ChangeWave Investing know where the smart money is going. Let me be
your guide.
Knowledge is power, my friends, and after you read this report, you'll
understand why it is so vitally important for investors like you to grab a
board and ride this building ChangeWave to monster profits that we may not
see again for years. Let's get wet.
Print Report Continue

can make this real simple. There is a large, growing gap between natural gas
demand and natural gas supply that is about to spike prices from the current
$4.50-$6 per 1,000 cubic feet or mcf (this is the natural gas equivalent of
a barrel of oil) to more than $10-$15 per mcf in some cases.
This will wreak havoc on gas consumers and energy utilities.and drive the
earnings power of natural gas producers sky high for the foreseeable future.
What's more, this shortage is NOT a one-year event -- it is a long-term
secular shortage. Demand for natural gas exceeds new production, and without
drastic curtailment of gas usage or dramatic growth of exploration and
liquefied natural gas (LNG) imports, the shortage will get worse, not
better.
This gap is very likely to turn into a national crisis in natural gas supply
as soon as this summer or this coming winter, at the latest.
The metrics behind this emergency are easy to explain.
It's as simple as owning the only water well in the desert or being the sole
umbrella vendor in a rainstorm--when you have something people HAVE to have,
and you are the only place they can get it, you get whatever price the
market will bear.
First, the demand case:
Residential demand is growing: More than half of all U.S. homes are heated
by natural gas and a great percentage of them are cooled by it as well. That
figure rises to approximately 75% when you look at the new homes built in
the last 15 years. In addition, the average home built in the last 10 years
is nearly 25% larger than those constructed in the '70s and '80s. This adds
significantly to energy demand.
Industrial demand remains high: Industrial demand has dropped but a fraction
of the rate of demand growth.
New power plants: The primary natural gas demand driver is the more than 200
megawatts of new power plants that run almost exclusively on cleaner, more
efficient natural gas. In most cases the new power plants were permitted to
run gas only (which is 40% more efficient than coal) to meet economic or
environmental hurdles. These hurdles remain even if gas prices reach $10
mcf -- 80% higher from here.
Population growth: The U.S. population continues to grow at more than 1% per
year and is the fastest growing in the G-8 industrialized world.

 a barrel of oil) to more than $10-$15 per mcf in some cases.
 CUT....
Molto interessante.
Oltre ad IVAN quali sono le altre scoietą del settore quotate a New York?

Il consiglierei Gazprom (GAZ) quaodata Adr a Francoforte