Why Oil and Natural Gas Should Both Be Stronger To 2020

What happens to oil prices if OPEC does not co-ordinate a cut in oil production? What happens to natural gas prices if Old Man Winter doesn't show up again this year?

Energy strategist Dan Tsubouchi has some ideas for you to consider if these questions are taking up too much mental space in your head.

Tsubouchi, from Stream Asset Financial Management in Calgary, takes a longer term view of what's happening in oil and natural gas markets. In his October presentation to my subscribers at the Vancouver Subscriber Investment Summit (SIS), he gave us some detailed data that makes one thing clear: there will be a lot of opportunity in energy in the coming five years.

One thing I like about Dan's research is that he combs the technical media, and the middle-eastern media--and the technical middle-eastern media to dig up facts and trends I don't find anywhere else. Me and 350 other investors got a private screening of his latest thoughts--and I'm sharing them with you now. He highlights three themes that he thinks are being overlooked in the energy markets.

Now, before you click on the link to Dan's 18 minute presentation, you really are supposed to read the disclaimer below from Stream Asset Financial Management (just like you all do with every investor presentation you see on the web, right?).

First, here is the link to Dan's video: 

Second, here is the disclaimer:

This presentation may contain forward-looking information relating to capital expenditures, economic predictions, cash flow, investment payouts, valuations, commodity price predictions and other matters. These statements relate to future events or future performance. Forward-looking statements are often, but not always, identified by the use of words such as "anticipate", "budget", "plan", "estimate", "expect", "forecast", "may", "will", "project", "potential", "target", "intend", "could", "might", "should", "believe" and similar expressions. Forward-looking statements are based on the opinions and estimates of management at the date the statements are made, and are subject to a variety of risks and uncertainties and other factors that could cause actual events or results to differ materially from those anticipated in the forward-looking statements.Although we believe that the expectations forward reasonable there can be no assurance that reflected in the forward-looking statements are reasonable, such expectations will prove to be correct. We cannot guarantee future results, level of activity, performance or achievements and there is no representation that the actual results achieved will be the same, inwhole or in part, as those set out in the forward-looking statements. The forward-looking statements contained in this presentation are expressly qualified by this cautionary statement. We undertake no obligation to update or revise publicly any forward-looking statements except as required by applicable securities legislation. The forward-looking statements made herein relate only to events or information as of the date on which the statements are made. The reader is cautioned not to place undue reliance on forward-looking statements.

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