VI - thanks for the detailed reply - well put! Could not agree with you more.
A good debate going on at the Seeking Alpha site re: coal & NG - just read these articles & commentaries:
http://seekingalpha.com/author/mark-anthony/articles
Controversy On Shale Gas Boom And Burst Explained
Great Values In US Coal Mining Stocks
Some more interesting COAL articles here:
Glencore - global coal burn rate is at "record levels" 9th May 2012
Nine Indian coal mines served with closure notices
