Energy Prospectus

A $7.6 Billion Natural Gas Pipeline in India...

A $19 Billion Rail Line in Brazil...

A $25 Billion Road Project in Africa...

These represent just three infrastructure projects now under way in
the $50 Trillion Global Build-Out.

That's right, $50 Trillion is up for grabs — thanks to a little-known G20 directive called
the High Level Panel on Infrastructure.

This stuff will take a lot of energy and a lot of metal. I still expect a run up in commodity prices later this year.

Hi Dan, Useful info, thanks. Hadn't seen it in browsing. The lemmings are all piling on the short side today.

Oil breaking support at $80/bbl is not good. Lots of bad news out there and Europe looks terrible.

I do believe OPEC won't allow oil to go too low and there is now a ray of hope for natural gas. Heat moving into the Northeast should increase nat gas demand as lots of gas fired power plants kick it up a notch.

I'm working on CRK today. Very promising story if you believe gas will continue to drift higher. They have a nice block of acreage in the West Texas "Wolfbone" play that I'm hearing a lot of good things about. XTO, a subsidiary of Exxon, is about to take a major stake in the Wolfbone.

CRK uses Successful Efforts accounting so EPS is worthless. Take a hard look at CFPS on that one.

Also, water recycling is going to be a big business. Take a look at Ridgeline. I'm real excited about them coming to Houston to host our luncheon at the end of July.