This is really bad news if you're a gas consumer but great news if you happen to be a gas investor....... A perfect storm is building in international gas supply and price and it could break as soon as later this year as (shale) gas production in the US plateaus and then begins to decrease. I was going to paraphrase this article by commodity experts Goehring and Rozencwajg but decided it needs to be read in its entirety because of the quality of its research. It would be hard to imagine that Aussie gas prices will not get caught up in this too. Hold tight to your NWE shares.
