He wad dead right. (DEC 2019)

More interviews like this on commodities/energy space please! One of the main reasons I subscribe to this service is for information like this

Technology has improved and drilling costs are at or below cost rinow but not wholly convinced natgas E

Great presentation! I really do think we are underestimating the impact of the shale fracking revolution, even today. The impact on energy pricing is profound. His comments on US infrastructure and the benefits to energy pricing are missing on most analysts. Lower oil prices are here to stay. I am in the business and have changed my perspective completely on how much crude we can produce at moderate prices. I think oil much above $60 will be short lived. Oil below $50 is a higher risk than much above $60. Clear message for deep water expensive production. His comments on natural gas were greatly insightful. As with other commentators it would have been nice to have seen this article a couple of weeks ago. However RVTV has to balance production of videos with release to viewers. We can only hope they guess right for viewing release dates.

fascinating and really informative conversation. Learned a lot. On a side note it is cold as heck in Nebraska today, may get a more normal winter draw.

@DAN F. As I write this comment NG is at $3.41 Now the mans got a target into the 4 to 5 dollar range. Perhaps, it's just a matter of waiting for a pull back in NG using whatever technique/strategy you choose.I use Technical Analysis & will ride the trend up with a defined stop loss. There is still opportunity value in what he has to say! Fortunately, my technical triggers have already given a long @$3.55 with my targets at $4.64 & $5.02

Really wish he would have used the word molecules more though

I loved the discussion of the physical side of gas delivery. Nicely illustrative to speak of "the number of molecules" going in and out of the pipes. Clear thinking. On other parts he is decidedly NOT so clear. Hauling 50 million pounds of sand from A to B...why should that feat be noteworthy? Given that a typical dump truck carries well over 40 thousand punds, you need just a little over 1000. Do you really want to bet there aren't that many trucks in the UK??? (ps: In the UK there are registered just shy of 500.000 of what they call in Europe "heavy goods vehicles")

If you don't publish this when natural gas is $2.75, it's worthless. So where's the revolution in research? Looks like SSDD to me.

Good interview. At some points, many numbers thrown at one, it would have been nice to see more charts to get a better perspective. Sometimes too many repetitions too in my opinion.

Enjoy listening to subject matter experts like Kyle. The amount of insights per unit of time is efficient as it is valuable. There's no yawning based on the cadence. Nice work!

KYLE IS A VERY KNOWLEDGEABLE MAN INDEED . GREAT PRESO ... THANK YOU

Very Helpful.. As always on RV no one 's better than a specialist to prove again the power of detailed common sense... very cool!!

Well, Bill Gates is actually working on several forms of disruptive energy dynamics, so he's most likely going to be richer. Kyle did a fantastic clear cut informative presentation, well spoken and I've learned a lot more in these few minutes. Thank you!

This was just super and although I don't listen to 75% of the interviews on RVTV the other 25% are the best value in finance. Thanks guys

Brilliant - I could listen to that guy all day. Thanks again RV.

Bullish on sand now. Do I buy "Las Vegas Sands"?

This was interview alone was worth your annual subscription! I agree with other posters, why have such a time sensitive interview released one month after it as recorded - guess no one at RV trades Natty futs! Anyways, bravo, more specialized commodity experts in the future PLS

oh yeah 2.7 and last week it was 3.7 ??! WTF RVTV??? :)

Go USA!! NG will make America Great Again. 50,000,000 lb Frac Jobs! Hurrahhh! :)

Low of 12 degrees Thursday in Philadelphia Kinda early for that cold a day Maybe we got another polar vortex a coming!

Good to see a logical and intelligent discussion based on true business driven supply and demand. What would he be saying if the FED was distorting his closed looped environment at whim? Refreshing to hear a narrative that is not magnified by the government but lives between norms. No mention of Aliens so a special bow. Great interview.

Agree with Andrew S. -- why not release this interview last month (when it was recorded)? Would have been so much more valuable to have had access to it then.

NG is much cleaner than coal to fill the gaps in alternative green power. And it can brought online quicker. But nuclear is 24/7 green basepower. I'd like to a cost comparision between NG & Nuc.

NG is much cleaner than coal to fill the gaps in alternative green power. And it can brought online quicker. But nuclear is 24/7 green basepower. I'd like to a cost comparision between NG & Nuc.

What investment vehicle does he recommend?

Great interview. The information would have been really nice to have had a month ago when it was recorded.