Energy & Nat Gas Prices To Increase in 2011: Reports

Bullish 2011 investment trends, from various sources. Most are bullish to wildly bullish on small cap, energy, agriculture and tech sectors.

 

Saxo Bank even sees natural gas increasing a stunning 50% in 2011! Would do wonders for lease bonuses and drilling, to say nothing of royalites.

Most see higher energy prices across the board (gas, oil, coal), higher grain prices (especially corn, soy, and wheat), very attractive economics in the energy and ag sectors, more merger and acquisition activity which helps put a floor under stock prices,and substantial share buybacks supporting shareholder value.

 

See Dec 26th post:

http://www.lsgifund.com/index_files/Page960.htm

 

2011 should be a knockout year for the energy sector, and the ag sector also. Would be nice.

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Permalink Reply by Wilma Watts on January 18, 2011 at 13:04
A recent book with interesting implications for investors in the global energy and commodities sectors studies factors that have historically promoted social development and economic growth. Written by Stanford’s Ian Morris ‘Why the West Rules – For Now’ (2010), he traces per capita energy use over the centuries and how it contributed to social development.

For investors in the energy and mineral/basic material sectors the message of the book is clear:

(1) global energy resources will be invaluable to social development in the future,
(2) demand for these resources will increase substantially,
(3) the fact that many of these resources have been nationalized could lead to scarcity and conflict, and
(4) investors in the sector should do very well as global demand increases, producers struggle to grow output, and resource quality declines
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Charts and commentary:

http://www.lsgifund.com/TVF/Energy_Dev.pdf
Permalink Reply by Linda Whatley on January 18, 2011 at 13:39

That's some encouraging info.  Thanks Wilma.


landownerPermalink Reply by Kerry W on January 19, 2011 at 8:02
I see the a major issue in their speculation on the price of crude and natural gas. In the shale play area we are semi isolated from the financial issues in the rest of the US. Currently we have millions of homes that have not been forclosed on and they day will come when they will be forclosed. When they are forclosed upon then the families will need to move home or into an apartment. If they move home they will share the energy consumption with a family members family. This reduces the amount of energy needed. If you are unemployed then you do not have money to spend. That is why you have the show on TV about the guys going to Alaska to gold mine. Natural gas companies and oil companies buying their own stock is just as if you paid off your house... good solid business practice and an investment to survive. Aquiring more companies is a way to work to monopolize and reduce the competition. You can bank your money not their speculation.

landownerPermalink Reply by Kerry W on January 19, 2011 at 8:38
One more bit of proof that they are just speculating. The Federal Government does not see the increase in need for gas for two years. 2012 Anyone can speculate on gas prices and normally it is a so called expert that gets paid to guess and is in it for his personnal interest. Stick with the current facts and don't count your chickens before they are hatched. Check out the website below for the facts:

http://www.eia.doe.gov/oog/info/ngw/ngupdate.asp
Permalink Reply by Wilma Watts on January 21, 2011 at 11:24
Financial manager Jim Puplava and SMU energy and finance professor Joe Dancy talk about what to expect in the energy sector in 2011. These guys were quite bullish on all the main energy plays, coal, oil, and natural gas. The only thing the really did not like was ethanol.

Interesting 16 minute interview. Was recorded yesterday.

Link is at the top of this page:

http://www.lsgifund.com/index_files/Page1214.htm
Permalink Reply by Wilma Watts on January 24, 2011 at 18:12
Seven Trends for 2011: SMU Adjunct Professor Optimistic On 2011 Outlook

LSGI Advisors Inc. issued a press release today on their 2011 investment outlook:

http://www.prnewswire.com/news-releases/seven-bullish-trends-seen-f...

Investment trends we see in 2011:

1. Higher energy prices (coal, oil, natural gas)
2. Higher agricultural prices and food riots in developing countries
3. Russell 2000 small cap index reaches record levels
4. Stock selection and active portfolio management add substantial excess returns (versus passive investments in tracking ETF's)
5. Real estate prices remain depressed
6. Investors slowly begin to return to the US stock market
7. Unemployment stays elevated and food stamp use reaches record levels

Our full report is at the following link:

http://www.lsgifund.com/TVF/SevenThemes.pdf

Joe Dancy

www.lsgifund.com

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