Tree Huggers Hate This

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Tree Huggers Hate This By Christian A. DeHaemer | Thursday, March 27th, 2014 Never has an industry been as hated as coal. Obama has been so hard on the industry that he turned West Virginia Republican. Wall Street sold companies like Peabody Energy (NYSE: BTU) down from $84 to $15. Recently, us humble editors at Energy and Capital wrote the well-reviewed book Energy Investing for Dummies. I personally wrote the chapters on coal and nuclear power. Here is an excerpt: “Coal is the main fuel used in electricity production in the world. Over the past 30 years, the amount of electricity produced from coal globally has more than tripled. Coal is the second most heavily used hydrocarbon overall, after oil, but it's gaining fast. The International Energy Agency (IEA) predicts that coal will surpass oil as the world's most used fuel source within 10 years. Coal consumption growth is mainly due to the relatively low cost of building and running coal-fired power plants and the strong demand from emerging markets countries like China and India for electricity to support their quickly growing infrastructures and populations. There are 1.3 billion people currently without electricity in the world, and they want refrigerators and TVs just like everyone else. At current rates, coal consumption will rise to 4.32 billion tonnes of oil equivalent versus 4.4 billion tonnes of oil per year worldwide by 2017. There is a true growth trend in coal right now, and lucky for you, due to the Obama administration's crackdown on pollution, it is one of the most undervalued commodities in the world. But it won't be that way for long. There is a very solid case to be made that coal will be one of the best-performing assets over the next ten years.” Advertisement The Company that Converts Air Into Gas... That's not a typo. One small company recently turned air into gas... The same air you and I breathe. To say this is groundbreaking would be a VAST understatement. I think you can understand the financial implications here... We're in unprecedented territory. Gains of 2,500% aren't out of the question... and that's probably on the low end. To put it plainly, this is a stock you should own right NOW. It seems I am not alone in my assessment — there are a few of us shouting in the wilderness. Here is a sample of recent headlines: "Ex-Noble Trader Banga Ventures Into Coal Calling Bottom" — Bloomberg "Is Coal about to heat up and breakout?" — Wall Street Sector Selector "The New Future for American Coal: Export It" — The Wall Street Journal Don't get me wrong: coal is still one of the most hated investments out there. Those three bullish headlines were the only ones that popped up in a quick search, and they were buried among the tree-hugging, anti-coal screamers who must still type on Underwoods and heat their offices using peat. We Are All Contrarians Now This is good news for us contrarian investors who like to buy stocks everyone else has already sold. "Buy fear and sell greed" is my motto. I recently put my money where my month is and made 502% for my readers in Plug Power (NASDAQ: PLUG). Sure, it's a market darling today, but it was a laughingstock when I put out my buy recommendation at $1.70. Here's what the WSJ said about coal recently: “As environmental restrictions and abundant natural gas reduce coal consumption at home, exports have become more important for U.S. mining companies. U.S. coal shipments outside the country in 2014 are expected to surpass 100 million tons for the third year, a record string. A high level of exports helps keep the domestic supply in line with demand and helps prevent U.S. prices from tanking.” Companies that export coal, like CONSOL Energy Inc. (NYSE: CNX), have been quietly moving higher. CONSOL Energy exports from Baltimore on the East Coast and sells its coal to steelmakers in Brazil and South Korea. Advertisement Put Your Money Where Your Country Is Right now, one company holds the key to a MASSIVE oil deposit right here in America... For now, shares trade for around $8, but I can't see that lasting much longer. You see, this company is sitting on a liquid gold mine that's bigger than five U.S. states combined. Conservatively speaking, I'm predicting easy 700% gains here. But I'll warn you... the faster you move, the more you stand to make. Check out the full scoop in this exclusive presentation. Putin's Gas That said, it should get a boost from the EU's standoff with Russia. Russia accounted for 30% of Europe's natural gas imports. As you know, natural gas and coal can both be used for heating. The low cost of natural gas in the U.S., coupled with Obama's war on coal, has lead to the current low price of U.S. coal. High natural gas prices, which will soon descend on Europe, will have the opposite effect. CONSOL Energy has the added bonus of owning the Baltimore coal export terminal, which can move 15 million tons, and gets paid when other coal producers use it. I'm not saying coal will launch in the next few months. But it is starting to percolate, and you should put it on your radar. All the best, Christian DeHaemer @TheDailyHammer on Twitter Since 1995, Christian DeHaemer has specialized in frontier market opportunities. He has traveled extensively and invested in places as varied as Cuba, Mongolia, and Kenya. Chris believes the best way to make money is to get there first with the most. Christian is the founder of Crisis & Opportunity and Managing Director of Wealth Daily. He is also a contributor for Energy & Capital. For more on Christian, see his editor's page. I liked this article | I did not like this article Follow Energy and Capital on The Bottom Line Related Articles Living Without Russian Gas What To Buy for Putin's New War Self-Driving Car IPO Recently... Riding the West Texas Oil Boom CombiMatrix (NASDAQ:CBMX) to Rebound in 2014 Win, Lose, or Sanction Nickel Could Surge NYC Explosion Levels Buildings!

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