Energy

Natural Gas: An Energy Game Changer

June 7, 2015
In this country, a quarter of our natural gas production is used by industry, a quarter is used to generate electricity, and half is used for home heating. As investors, we learned a long time ago that if a product or service makes sense to the consumer it probably will last a long time.

Climate Change

June 4, 2015

The Financial Aspects of Shale Gas for the Landowner

May 26, 2015
This essay was originally published in 2013. Ron addresses how drilling companies secure the right to bring natural gas to market within a land unit. He also discusses bonuses and royalties for the landowners.

Shale Gas Versus Ethanol A Water Perspective

May 26, 2015
This essay was originally published in 2012. Ron examines the amount of water needed to produce the BTU equivalent of ethanol vs. natural gas.

Shale Gas an Environmental Perspective

May 26, 2015
This essay was originally published in 2012. Ron compares the carbon content of various energy sources and the number of acres of land needed by each one to produce the fuel to generate enough electricity to serve 1,000 households for one year.

Natural Gas, Hydraulic Fracturing, and Water

May 26, 2015
This essay was originally published in 2013. Ron examines the amount of water that is produced by burning methane and explains the chemistry behind his calculations.

How Shale Gas Benefits the Consumer

May 26, 2015
This essay was originally published in 2012. Ron—investment manager, engineer, farmer, and landowner—examines how the consumer of natural gas is benefitting from the lower price of natural gas.

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Ron appeared on CNBC February 2, 2017

Ron Muhlenkamp made a guest appearance on CNBC’s ‘Closing Bell’ on February 2, 2017. He appears in the segment titled...
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Ron appeared on CNBC January 12, 2017

Ron Muhlenkamp made a guest appearance on CNBC’s ‘Closing Bell’ on January 12, 2017. He appears in the segment titled...
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