2 analysts and top management from 1 firm examines the natural gas segment in this 13 page report from The Wall Street Transcript.
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Outlook for Natural Gas Companies: Fadel Gheit, Oppenheimer & Co. Inc.
Investing in Natural Gas Companies: Joseph Magner, Tristone Capital
CEO Interviews (average 2,500 words): Top management from AXMIN Inc. examines the outlook for their firm and sector.
Topics covered: Gas prices - High price of oil - Strong supply side of the gas business - The Barnett Shale - Weak demand - Longer term - Canadian oil sands - The acceleration of LNG imports to the US - The coming winter season in the northern hemisphere - The use of hedges - Efficient drilling and completion operations - Gas storage levels - Continuing onshore activity - LNG volumes
Companies covered: Chesapeake (CHK), Devon Energy (DVN), XTO Energy (XTO), Anadarko (APC).