Money Manager Commentary

The New Math of Natural Gas - Janus

Janus Capital Management LLC

March 20, 2012

Janus' Analyst Viewpoints offer their thoughts on natural gas pricing, implications for energy and industrial companies and growth opportunities for well-positioned firms. "At some point, the gas price is likely to fall below the operational cost of production, which will cause a lot of production to be shut down. We're also likely to see an increase in demand from industrial users or other sectors. Longer term, we think new markets will open up. Some will be in the industrial sector, others will be electric utilities, and we’ll probably see exports to global markets in the form of liquefied natural gas (LNG)."

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