Notes that natural gas prices mall security rising in the US now. Temporarily or trend is the quest

Describes my current investments primarily mall security in Canadian resource companies. The goal is to mainly through our own research, own calculations, studies and company visits describe interesting companies. From time to time supplemented with interesting quotes from other sources. Everything below are my own opinions / interpretations and should not be construed as buy / sell recommendations. Read on yourself, make your own decisions, take responsibility.
P, N and K as they use to divide the fertilizer area and I currently have investments in nitrogen-based manufacturing and the hope of manufacture of potassium through Allana. A not entirely publicly-related but still fascinating information I came across is of course how explosive nitrogen-based fertilizers are and that has been used both in bad faith but also had some startling accident and I thought to mention two historic 1921 German chemical firm BASF had 4,500 tons of ammonium nitrate in a silo, which pulled moisture and became a big lump. First chopped husband at it with pickaxes but soon tired of it and started mall security using small explosive charges .... worked a few times until it increased mall security the amount of something. The blast reportedly mall security tore off roofs 20 km away and the hole was 20 feet deep and wide as a football field. 1947 Near Houston exploded a vessel with similar cargo of 2500 tons. 50 km away so blown out windows. (Source: SIA) Nitrogen-based fertilizers is reportedly one of the fundamental reasons that the Earth can sustain so many people that we are on the planet mall security today without starvation. It was invented by a German Jew around the year 1900, and demand continues to grow in the world based on growing population and that the population wants to eat more meat rather than live as vegetarians. The main component for the production of nitrogen-based fertilizers today is natural gas which will link to what we discussed before. US has historically been an importer of this but as in the case of oil so dread to future years out imports mall security by both the cheaper natural gas (remember that it was only a few years ago the United States was based ports for receiving LNG ... ie the now seeks to adjust to the contrary). Since 70% of the cost of production of nitrogen-based fertilizers, natural mall security gas, and then it is expensive to move so says the tell itself to phase out import is slam dunk. Best of all is Rentech to geographically. It's mall security pretty hefty price differences within mall security the US due to transportation costs and Rentech is located right in the corn-producing belts that consume the most. However, remember that Q1 is often the weak quarter (it's winter ...) and Rentech as raffen need to do regular stop for service. The latter occurs in years. In conclusion I link a useful page where I read the following approximate words of wisdom a few weeks ago: "Britney Spears can of course sing but she can milk a cow?"
Notes that natural gas prices mall security rising in the US now. Temporarily or trend is the question. Those of you who are on the buffers must have an eye on this. Most likely, they have low prices attracted to himself blah power generators that major buyers and also buffers themselves can drive the price. Then it seems life expectancy in shalehålen be very short (some year only). There will be one hell of drilling to staying productive and even more to increase. How do you see all this OB? Tore Reply Delete
Yes, natural mall security gas prices are rising and there is a trend I've written about and thought a lot about how to make money on. Among others, I have indicated that I sought companies like Petro Bakken has great natural mall security gas deposits, but because price is not produced today. In short, just what you type you will find in my writing about LNG below. Talking mall security about shale holes would have rapid decline and be something temporary (ie, the increase in production from shale would be reversed) I have followed several years when åsiktien arrived in materials including Puplava's programs. All production of oil and gas flush production and falling curves there is nothing strange. It seems to me both from reality today and forecasts I read about future production not look like they are right. But who knows, my assessment is in any case I do not see anything that says the industry (I listen to many conf call from eg pipeline companies) are wrong when you say that we are facing continued rapid expansion of US production. The forecasts are at increasing production in the oil coming years and in gas, it is clear that there is increased production not engaged in shale. For Rentech so I have made a careful examination of their exposure to natural mall security gas price. As usual, mall security you have the stuff in the equivalent to MD & As. Quote from my notes for you to get a smattering of sensitivity: Rentech: EBITDA Q3: 32.7 million Natural Gas Cost: 9.7. Q2 was 44.9 vs. 10.9 million. Hope it helps you and at the same time provide security in that I have an eye on it;-) I might add that Rentech partially working with hedges and that during Q2 were paying 3.64 usd