Out Fox The $treet

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.

As the market has rallied significantly off the March 2009 lows, it's worth reviewing how sectors have performed over that time period. Some companies such as Caterpillar ( CAT ) have recently reached all time highs. Others like the steel sector have struggled to even approach those levels. This will be the first in a series of articles reviewing sectors that remain significantly below the pre-financial peak. Some sectors might offer huge upside as their sector might join the rally while others might never recover.  Real the full article at Seeking Alpha .  Disclosure: Long X is client and personal accounts. Please review the disclaimer page. 

Staggering Credit growth from China as reported by Money Matters in this Seeking Alpha report . A major force for the loan growth, is the economic stimulus plan approved in November that allowed for 30% government funding on infrastructure projects. Hmm... maybe the US should've done something like this. Instead of giving away money to pork projects of specific Congressmen maybe they could've given an incentive to implement valid projects at a discount. The amazing growth in lending has lead to economists actually raising the growth rate for 2009. Now that is shocking and not widely reported in the media. The stock market has been strong lately and such indexes as the BDI have surged off lows. Oddly though, stocks listed on US exchanges such as BIDU, APWR, and FMCN are still hanging around recent lows. While more infrastructure related US stocks such as NUE and SGR have seen big jumps. Based on the lending stats, I'd expect all these stocks to see pick up in demand. Either...