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Boardwalk Pipeline Partners, LP Message Board

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  • quantuon quantuon Aug 7, 2012 12:20 PM Flag

    Anybody here?

    what u say makes sense - eventually. But the economics of NG E&P have changed dramatically and they have to get drillers need to get OpEx down below $1 mCfe. So what does that mean? Midstreams are going to have margin pressures as they feel (with a lag) the decline in NG price....those contracts (just like leases) are not going to get renewed at the same level....i think midstreams will be a buy at some point, but JMHO there is some tough sledding ahead first.

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    • So with my advantages of collecting the dist. all these years I will weather the storm. But I think this will be a buying opp. The LNG terminals are coming on line next year and NAT GAS is going up. Now is not the time to sell, it is the time to invest.

 
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