About As Clear As One Can Be: Coal Is Dead; Natural Gas Turbines To Benefit

Link here to Wall Street Transcript/Yahoo.

Assuming our six- to 18-month time horizon, the nonregulated energy businesses remain challenged by low gas prices and oversupply of natural gas. Regulated utilities are less sensitive to low gas prices, and actually are positively exposed to low gas prices. The United States energy industry is rapidly evolving or undergoing a significant revision to its landscape driven by a sudden abundance of natural gas. As a result, natural gas prices have fallen from over $10 per MMMBtu to as low as $2. So it's become cheap at the same time that EPA regulations are making many older coal plants uneconomical. The biggest beneficiaries are regulated utilities and U.S. consumer.

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