Tuesday, December 15, 2009

El Paso: Good Take on Macro View

I was doing some research on El Paso for another post when I read the company's "Macro View" presentation as part of its analyst presentation last week.  Rather than paste a bunch of the slides here, here's the link so you can look at the whole thing.  It is relatively short and mostly self-explanatory.  Definitely worth a few minutes.

The bottom line: gas demand will be driven by electricity demand and gas supply will be driven by unconventional production, including shales. 

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