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Centaurus Energy Advisors
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Author Centaurus Energy Advisors
HenryTo
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Joined: 06 Aug 2004
Posts: 11732
Location: Los Angeles, California
PostPosted: Wed Jun 04, 2008 8:35 pm    Post subject: Centaurus Energy Advisors Reply with quote
Surprise, surprise - John Arnold, former star trader at Enron, is much shrewder than Carlyle when it comes to spotting structural trends in the domestic natural gas market. Natural gas prices would need to rise to nearly $20/MMBtu before any LNG shipments will make it ashore:

http://www.bloomberg.com/apps/news?pid=20601109&sid=aC0XVAQrWCiU&refer=home
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