Election Energy Edition

The pragmatic investor’s guide to the Presidential election:  Ritholtz.

What the Candidates Aren’t Saying About Energy at the WSJ.

“President Obama’s Environmental Protection Agency has devoted an unprecedented number of bureaucrats to finalizing new anti-coal regulations that are set to be released at the end of November, according to a source inside the EPA.”  Think natural gas!  Washington Examiner

The Fall Of The Electric Car… And The Rise Of The NGV by Michael Fitzsimmons.

Getting on the Train by the always insightful Gregor.

Hans, consider North America one natural gas (regional) market and note ““There’s a unique scramble in Canada to lock up gas assets for LNG” at Bloomberg.

Up north, Construction demographic ‘time bomb’ may delay oil and gas projects at Financial Post.

With Russian Oil, Size Isn’t Everything at the WSJ.

2 thoughts on “Election Energy Edition

  1. I noted your previous narrative regarding natty, as we continue to monitory BBG….

    If the frauds at the epa are not stopped, I suspect in due time, natty will explode in price, setting the stage for large utility invoices and the demand to return to coal…

    It will not matter if, BO, is reelected as the nation will enter a serious economic decline…

    • I should add, that Esso is making an excellent choice with natty over sand oil, with the latter enjoying much larger margins..

      They also must a government compliance employee in the epa…

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