Out Fox The $treet

Summary Goodrich has prime acreage close to the Gulf Coast. Recent well results from TMS provide a mixed picture. The recent stock declines make the stock very intriguing now. A growing theme in the markets is likely to develop surrounding the building demand for energy supplies around the Gulf Coast. Companies with production and infrastructure in and around the area should benefit greatly. In that manner, Goodrich Petroleum Corp (NYSE: GDP ) is ideally situated following the recent developments in the Tuscaloosa Marine Shale, or TMS, and the holding of prime acres in the Haynesville Shale and Eagle Ford Shale. All of these shale plays have the major benefit of being located close to the refineries, chemical plants, and export facilities located or being built around the Texas and Louisiana coasts. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer p...

In the middle of another strong earnings report highlighted by explosive Marcellus growth, Southwestern Energy ( NYSE: SWN     ) detailed a troubling problem for the company and the industry as a whole. The company is a leading driller for natural gas in both the Fayetteville Shale in Arkansas and the prolific Marcellus Shale in Pennsylvania. Read the full article here . Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

 Back in April I argued that   Comstock Resources ( NYSE: CRK     ) was a hidden play on LNG exports from the Gulf Coast due to sizable reserves in the Haynesville shale with close proximity to the coast. The company, though, appears to have much more than natural gas resources based on the recent results of its first well in the East Eagle Ford shale.  Comstock Resources continues shifting toward oily production with added positions in the Eagle Ford and Tuscaloosa Marine Shale, or TMS. While total production isn't increasing that much due to a 30% year-over-year drop in natural gas produced during the first quarter, the higher realized prices along with more oil production dramatically improved results.  Read the full article here .  Disclosure: No positions mentioned. Please read the disclaimer page for more details.

The recent data points from the CEO of Cheniere Energy ( NYSEMKT: LNG     ) should catch the attention of all investors interested in the natural gas revolution ongoing in the U.S. For those not familiar with Cheniere Energy, the company is working toward exporting liquefied natural gas, or LNG, at the Sabine Pass Terminal in La. and the Corpus Christi Terminal in Tx. With Cheniere nearly doubling over the past year, one of the best ways to play the export boom are natural gas producers in the Haynesville shale in La. One such producer is Comstock Resources ( NYSE: CRK     ) , and naturally the largest landholder in that area is Chesapeake Energy ( NYSE: CHK     ). Read the full article here . Disclosure: No positions mentioned. Please review the full disclaimer page for more details. 

The past couple of years there has been focus on increasing natural gas supplies, but most ignore surging demand that isn't being met with higher drilling. With natural gas inventories plunging to 11-year lows last week, the market needs to start including the demand side in the equation. One of the best examples of the increase in demand is the recent facility built by Nucor  ( NYSE: NUE     ) in La. The biggest mistake most make is assuming that abundant supplies in the ground will turn into production by E&P companies. The ironic part of the equation is that producers have left natural gas areas of the Haynesville Shale, (and other surrounding plays), while industrial and chemical plants are moving into the Gulf Coast. Read the full article  here . Disclosure: No positions mentioned. Please read disclaimer page for more details.