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Category: Investment, Natural Gas
Natural Gas and Oil: Thriving on Chaos
January 21, 2010
Energy Commentary from Karl Miller - Read Bio and More info
For public interest, senior energy executive and institutional investor Karl W. Miller released the following statement regarding Oil and Natural Gas today, through his advisors regarding dilemma facing all investors, both long and short in the natural gas and oil markets today.
That is, how does one navigate the volatility and chaos of the energy market, as we go into what is expected to be another major withdrawal of natural gas from storage today, oil refinery closures, collapsing refining margins, yet rising consumer gasoline prices, and looking forward to positioning in the energy sector for the balance of 2010 and beyond.
Mr. Miller has already opined on multiple occasions that in his opinion, there will be no downward correction in natural gas and oil during 2010 and the markets will set permanent new floor prices by year end as every major player is now in a strategic re-positioning mindset, industry consolidation is upon us. For further reference see: http://seekingalpha.com/instablog/522236-karl-w-miller/42638-no-downward-correction-in-energy-during-2010-markets-will-set-permanent-new-floor-prices-by-year-end
Additionally, in 2009 Mr. Miller published a ground breaking analysis "U.S. Renewable Energy: A Self-Inflicted Crisis in the Making", which called for the revival of natural gas, which has now materialized, and also predicted we would see a boom and bust in a majority of the renewable energy investments, which is now materializing as well across the U.S. in addition to providing insight into what would come to pass in the Utilities sector, most importantly the fact that there are billions of dollars in hidden pass through cost not being disclosed to the regulators and investors for renewable energy. For further reference see: http://www.investorideas.com/News/062909c.asp
Mr. Miller has also provided guidance to investors if they felt that Chaos was upon us and investors believed the market was going to correct by 10% or greater and the U.S. Dollar would fall again on the global markets, for the doom and gloom prognosticators and those seeking shelter from the volatility. For further reference see "Oil and Natural Gas: A Hedge from the Doom and Gloom Prognosticators and Rose Colored Glasses": http://seekingalpha.com/instablog/522236-karl-w-miller/44463-oil-and-natural-gas-a-hedge-from-the-doom-and-gloom-prognosticators-and-rose-colored-glasses
Mr. Miller has also provided some risk guidance to the short sellers who are pure speculators and trade the financial energy commodities, as they are all piled into the same trade as they are today is they start sitting on top of each other packed like sardines in a trade, which is not novel, not unique, and certainly not complex. For further reference see "Natural Gas and Oil: A Closer Look at What Risks the "Short Sellers" Face": http://www.stockhouse.com/Blogs/ViewDetailedPost.aspx?p=98494
Mr. Miller has also provided endless advice to the current democratic administration. Better to retreat, regroup, and reform for a later date in the future. Additionally, it seems the Democrats did not bother to even look into the Department of Energy's own internal energy forecast, that 78-80 percent of the U.S. Energy will be supplied by fossil fuels by the year 2035. For further reference see "Win, Lose or Draw in Massachusetts Senate Race, Washington Needs to Focus on America and Start Solving the Housing and Energy Policy Issues Now": http://www.naturalgasstocks.com/Karl_Miller/news/1201.asp
Core commodities have staying power, and Natural Gas has been revived and a very big way. Clean burning natural Gas is fully back in the mainstream, and it is not going away anytime soon.
Mr. Miller does not provide answers, only information and facts. However, if one follows the investing mantra that Mr. Miller does, it focuses on investing in hard assets at a discount which generate cash flow, have core fundamental demand and are staples of economies in all economic conditions.
Mr. Millers Office
Disclaimer:
This column, Energy Commentary from Karl Miller, is the opinion of Karl Miller.
Content found in the articles is subject to the terms found in the InvestorIdeas.com disclaimer and does not represent a recommendation of investment advice. Investors should seek the advice of a qualified investment professional prior to making any investment decisions.
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