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Summary

  • There is a global gas glut
  • Global prices for gas have collapsed, although Australian gas consumers are insulated from Global market downside
  • Demand for gas is falling in Australia
  • A cartel of gas industry players controls the price
  • Gas sets the price for electricity
  • The Australian market may become an import supplied market
  • Tax what tax?
  • The import terminal capacity over supply

Bruce Robertson

Bruce Robertson has been an investment analyst, fund manager and professional investor for over 36 years. He has worked with Perpetual Trustees, UBS, Nippon Life Insurance and BT.

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