I find it difficult to comprehend the SP trend - IMO:
Little news either +ve or -ve
Gas price on the up!
Export Gas trains underway & expected to commence 2014, the capital investment suggests continuity of supply will be paramount to achieve acceptable ROI - will this present opportunity others?
LNG Trains likely to need access outside their tenaments
China growth appears projected to be approx. 7%, that's huge to my mind!
Access to some areas prohibited for the present due to moratoriums - don't expect this affects Blue tenaments?
US & Europe on the whole appears to be on the mend.
China internal consumption needs to improve - to me this is long overdue - will be interesting to see how authorities manage this!
All of this suggests to me, energy demands must grow and s/be good for energy based suppliers!
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