Embedded below is my presentation at Vail ValueX on some aspects of the North American natural gas market and how LNG (liquefied natural gas) exports may close the worldwide pricing differential.
Dislaimer: I do discuss some economic winners and losers in this presentation. I own a few of them but I'm not going to tell you which ones. As an investor you should make your own decisions about what to own and I don't know your risk profile or need for current income, etc.
The topics of natural gas and LNG exports are very large and compressing it down to 15 minutes was a challenge. I could only present the major factors I see driving price differentials.
The full list of presentations can be found at the Vail ValueX hosts' Scribd site: http://www.scribd.com/VitaliyKatsenelson
ValueXVail 2012 - Greg Merrill