While not an exhaustive survey, these global natural gas price variations are the reason why North America is so keen about building LNG export terminals. These global arbitrage opportunities require billions of investment before they can be realized. The meter is ticking and most of the spoils will go to the company who gets to the trough first.
Here is a slideshare of a presentation I gave in Vancouver recently. You can fast forward the slides but the audio track won't be synchronized (also there is some "dead air" at the beginning but if you're patient you'll hear me eventually). I know we're not currently in an energy bull market, but the seeds of one are being sown as we speak.
Companies are being acquired at nice premiums to current levels so people are starting to see value.
Yesterday afternoon I had a great chat with Tom Jeffries of HoweStreet.com. We talked about the energy markets, oil sands, uranium etc.
Click here for a listen