all the gas experts, page-22

re my post - this is from the Eureka report 25 Sept.
"Portfolio Point
Gas Producers are in the box seat for a low carbon economy. Coal Miners are at the other end of the spectrum.
Speeches delivered by Barack Obama have made one thing abundantly clear. Some kind of worldwide agreement on carbon emissions will be reached in at the global climate summit in Copenhagen in December. Kevin Rudd has been equally direct: Australia will almost certainly fall in behind the US.

What remains to be seen is the form it will take. Will they choose to use the light touch or will it be punitive? A scheme involving light taxation of carbon is going to have a minimal impact. But if they go down the other route – seeking hard targets and making big reductions – it will have a huge impact on the global energy market.

There are going to be very clear winners and losers from this, it’s an issue that will create haves and have-nots. It’s enormously bullish for the producers of gas and uranium. It’s going to make life incredibly difficult for the fossil fuel guys, especially coal. It’s probably going to be the biggest turning point in the Australian energy market in 20 years.


The winners

The companies producing gas are in the box seat. In a low-carbon economy, gas is the fuel of choice. The obvious winners in this are the pure-play gas companies such as Arrow and Eastern Star Gas. Beyond that you have your other the larger energy companies with heaps of gas like Santos and Origin."
The Labor Govt will not have a bar of uranium thats a 100% probability.