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Natural gas prices getting slaughtered
The “discovery” of economical shale gas mining has done an extraordinary job of depressing natural gas prices since the price shock of 2008: It is noted that the spread between crude oil and natural...
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Encana – cutting back capital expenditures
Encana (TSX: ECA) is a very large natural gas producer. In their recent quarter, they announced they will be cutting back capital expenditures and reduced expectations due to lower natural gas prices....
View ArticleEncana deal a signal of future natural gas prices
Encana’s deal with PetroChina, where it sold a 50% interest for $5.4 billion dollars in their Cutbank Ridge property is likely a signal that management believes natural gas prices will remain depressed...
View ArticleEncana – PetroChina deal fallout not that bad
I notice natural gas titan Encana (TSX: ECA) traded a bit lower after they announced that their previously announced joint venture with PetroChina for a shale gas field fell through. I do not view this...
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The geopolitical premium
Oil has been rising steadily over the past month: This is, in large part, due to the geopolitical premium that has built up in the commodity on fears of supply disruption from a potential strike on...
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Natural gas continues its trek down
A fairly mundane day in the market, but there is one item that has been flashing red on my screen for the past week, and that is the spot price for natural gas: The March contract is trading at...
View ArticleThumb twiddling
The biggest mistake any investor can do is just invest cash for the purpose of investing it in something instead of investing it in something proper. Hence, I am still twiddling my thumbs. Curiously I...
View ArticleQ1-2012 Performance Report
Portfolio Performance My very unaudited portfolio performance in the first quarter of 2012, the three months ended March 31, 2012 is approximately -3%. Portfolio Percentages At March 31, 2012: 14%...
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