According to Ross he is finding opportunity in the disconnect between the price of natural gas stocks and the price of the commodity which has bounced from $1.92 per mcf to over $4 per mcf over the past year.
Ross thinks that investors can profit from the shale revolution in several ways
- in the producers themselves
- through marine transport (LNG shipping)
He obviously thinks the U.S. is going to be exporting significant quantities of natural gas and oil in the future.