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Investing Topics: Natural Gas

Natural Gas: Impressive Rally, But Wait for the Production Response

Much of the recent upside in natural-gas prices reflects the unusually hot summer weather, expectations for a cold winter and modest supply growth, as oil and gas producers have curbed their drilling and completion activity in prolific US shale plays. However, our intermediate- to long-term outlooks for gas supply and demand remain unchanged: Expect the price of the thermal fuel to continue two fluctuate primarily with winter demand. And don’t bet on a sustainable breakout unless a new Ice Age (not another installment of the children’s movie franchise) cometh.

Three Growth Themes for MLP Investors

We highlight some of the key growth themes investors should keep in mind as they position for the next few years and highlight the MLP Portfolio holdings that stand to benefit from these opportunities.

Outlook 2016: Energy Prices

Our calls on crude-oil prices over the past year have been spot on for the most part. Although our macro calls haven’t saved our Portfolios from the carnage, we have avoided many of the worst performers, used hedges to provide some upside protection and set ourselves up to profit from the down-cycle’s final chapters. Here’s what we see for the year ahead.

Gas-Heavy Producers: Still on the Sidelines

With elevated inventory levels, robust production and the potential for an unusually warm winter, even the best-positioned players in the Marcellus Shale could suffer further downside. Here’s our take on a handful of popular gas-focused exploration and production companies, with the write-ups appearing in order of preference. We may consider instituting a dream buy price on one or two of these names in coming months; however, for now, we prefer to remain on the sideline.

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    Experts

    • Roger S. Conrad

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Elliott H. Gue

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Peter Staas

      Managing Editor: Capitalist Times and Energy & Income Advisor