James Hanshaw - Comments
Private Investor
Contributor's Links: Natural Elegance

I am retired apart from managing family investments - mostly equities. I live near Zürich, Switzerland. I keep physically fit by walking and mentally fit by writing mostly on philosophy, economics and politics. My writing is sometimes published internationally.

As a retired ... more

Latest Comments
A Ground "Fluor" Opportunity In Infrastructure
9 days ago

Good article. I have long avoided Fluor but did not know about the management change etc. I shall now take a closer. Thank you 

In this article: FLR
Natural Gas Prices Hit Highest Level In More Than Seven Years
18 days ago

Good article 

In this article: UNG
Natural Gas Looking At A Seasonal Ceiling
22 days ago

I do not know whether or not there will be another winter of covid. Hopefully not. But I do know that much of Europe right now is facing a shortage and that has pushed up prices while China and other parts of Asia are sucking in LNG from the US and, presumably elsewhere too.   

In this article: FCG, XOP
Natural Gas Looking At A Seasonal Ceiling
22 days ago

I do not know whether or not there will be another winter of covid. Hopefully not. But I do know that much of Europe right now is facing a shortage and that has pushed up prices while China and other parts of Asia are sucking in LNG from the US and, presumably elsewhere too.   

In this article: FCG, XOP
Natural Gas Looking At A Seasonal Ceiling
22 days ago

Excellent article, thank you. I am invested in AR and this should be good for a gain in coming weeks 

In this article: FCG, XOP
Natural Gas Seeking Higher Highs
1 month ago

I find pricing confusing and no longer appropriate to today's global situation but the US has an advantage with it. For example, US LNG  is being shipped to Indonesia, a country on the doorstep of Australia that is also a major LNG producer. 

Nordstream will not supply all of Europe's needs. It is also a long way from southern Europe and the UK etc.  

I suspect prices in the US will stay reasonably strong since supply is now being restrained by more sensible producers. I am invested in AR for that. 

In this article: FCG, UNG, XOP
Natural Gas Seeking Higher Highs
1 month ago

You watch those things closer than I but some like banning gas use in buildings cannot happen as there is nothing to replace it. Electrical supply systems are already stretched beyind breaking point. https://seekingalpha.com/article/4450930-evs-driving-us-back-to-the-future

Oil is something else and I do not invest in that. 

US LNG exports are my main bet (plus hydrogen)and the US has a big LNG price advantage.

A bit more is here;  https://www.reutersevents.com/downstream/operations-maintenance/us-lng-exporters-seeing-strong-demand-recovery-and-record-volume 

and here;  https://seekingalpha.com/article/4409377-tellurian-10-bagger-bankrupter

In this article: FCG, UNG, XOP
Natural Gas Seeking Higher Highs
1 month ago

You watch those things closer than I but some like banning gas use in buildings cannot happen as there is nothing to replace it. Electrical supply systems are already stretched beyind breaking point. https://seekingalpha.com/article/4450930-evs-driving-us-back-to-the-future

Oil is something else and I do not invest in that. 

US LNG exports are my main bet (plus hydrogen)and the US has a big LNG price advantage.

A bit more is here;  https://www.reutersevents.com/downstream/operations-maintenance/us-lng-exporters-seeing-strong-demand-recovery-and-record-volume 

and here;  https://seekingalpha.com/article/4409377-tellurian-10-bagger-bankrupter

In this article: FCG, UNG, XOP
Natural Gas Seeking Higher Highs
1 month ago

What about LNG export adding to the demand picture? 

In this article: FCG, UNG, XOP
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