Muhlenkamp Memorandum Issue #133

In their Quarterly Letter, Ron and Jeff state that the markets seem to be pretty price insensitive for popular companies. The economy continued to grow at a modest pace, but if you look at the overall metrics, it’s a “mixed bag.” In Jeff’s article, “Prolific Natural Gas in the United States: Looking Back Over the Last Decade,” he explains how the consumer has benefited from the availability of low-cost natural gas and how it has affected the sources of U.S. electricity generation as well as U.S. natural gas exports.
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2017 Chart Updates – Natural Gas: An Energy Game Changer Booklet

Ron published Natural Gas: An Energy Game Changer in November 2013. Here are 2017 updates to some of the charts...
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Natural Gas: An Energy Game Changer

In this country, a quarter of our natural gas production is used by industry, a quarter is used to generate...
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How Shale Gas Benefits the Consumer

This essay was originally published in 2012. Ron—investment manager, engineer, farmer, and landowner—examines how the consumer of natural gas is...
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Natural Gas, Hydraulic Fracturing, and Water

This essay was originally published in 2013. Ron examines the amount of water that is produced by burning methane and...
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Shale Gas an Environmental Perspective

This essay was originally published in 2012. Ron compares the carbon content of various energy sources and the number of...
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Shale Gas Versus Ethanol A Water Perspective

This essay was originally published in 2012. Ron examines the amount of water needed to produce the BTU equivalent of...
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The Financial Aspects of Shale Gas for the Landowner

This essay was originally published in 2013. Ron addresses how drilling companies secure the right to bring natural gas to...
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