The Rising Influence of Rising Affluence

[DFRAI]

Blade - Morgan Stanley is bulish on LNG 2014 forward and pricing is much better in the East - japan, china, india, singapore, korea.

you might want to look for some explorers in Indonesia, Australia that will bring supply to market within 2-3 years out.

1. Dart Energy - coalbed methane, LNG
2. CBM Asia - coalbed methane, LNG - shaky finances - altough they just raised some funds, kinda lied about their last webcast ( i sold, depending on equity positions may consider reentering in the future), they do have some connections as they keep expanding their land holdings etc

I would also recommend coal - a canadian coal producer in Mongolia. Exporting coal to Russia and other east markets and also going to export energy/electricity to Mongolia and China, they have over 1.4 billion tonnes of thermal coal reserves - Prophecy Coal. very interesting story, i own it.