Energy the new Precious Commodity?
"The second issue on energy is that it may replace bulk commodities like coal and iron ore as Australia's largest export industry. Here we're talking about conventional off-shore LNG production AND unconventional coal-seam-gas LNG production. The unconventional LNG industry is admittedly a much newer (and we'd argue, riskier) industry that iron ore production. But that's what makes it such an alluring investment opportunity."
From today's daily reckoning.
Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. Comments on this forum should never be taken as investment advice.
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07-21-2009, 06:34 AM
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