Allenergy Inc (fka ALRY)

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Governments Get Stingy on Natural Gas Exports

by Christian DeHaemer

Russia is making Exxon Mobil Corp (XOM: NYSE) dump plans to export natural gas to China. Nigeria is forcing explorers to sell a portion of its natural gas locally, and Indonesia will cut sales to Japan.
One of the basic investing themes in Material Profits is that governments are re-nationalizing their hydrocarbon assets -- to the detriment of big Western oil companies like Exxon Mobil, and the benefit of smaller exploration companies.
We believe that the easy oil has been found, and that all of the remaining oil and natural gas is in hard-to-reach places that are politically unseemly.
With this investment background we have sought out and bought a number of companies that will benefit from this macro-trend. If you haven’t yet, take a look at our premium reports based on the oil land grab. There are several new buys in the past few months. You can find them here:
http://www.taipanpublishinggroup.com/img/assets/3661/WMP_CuttingEdge1.pdf
Not Yours. You Can’t Have It
Countries that are holding almost 50% of the world’s gas are cutting back on shipments due to internal demand.
Bloomberg is predicting that natural gas prices will rise by 50% over the next five years (that’s not a bold prediction considering its up 29% this year). If you couple that fact with the knowledge that major large oil companies like Exxon Mobil and Shell have suffered oil production declines of 23% in the North Sea and 42% in the Gulf of Mexico, you realize that $200 oil and $25 natural gas are inevitable. The only question is whether it will take two years or 20.
The difference between the two is that natural gas demand is raising at three times the rate of oil demand. Natural gas prices are at $9.68 per 1 million BTUs.
All the best,
Christian DeHaemer
Material Profits