This makes a lot of sense without all the conspiracy talk. The price of nat gas is low ($4.25 compared to $11 a year ago), drilling for more nat gas has declined significantly because of the price decline, Obama is going to kill the coal industry and there is a chance that some form of cap and trade tax passes which gives nat gas an advantage vs coal or oil. Sounds like a pretty smart buy. Despite his wacky political activities, Soros has compiled an amazing investment track record.
A short but rather accurate analysis I would say.
The chemistry numbers on natural gas are favorable for release of carbon vs. other stuff.
The direction is wholly lacking in vision because it will not bridge to the future very long but nobody seems to care much about the future anymore anyway.
I tend to agree with you.
Soros is evil - but he is also an investor with a known position on betting against the Dollar.
If Obama & Co. keep doing what they are doing (printing trillions out of thin air) - and hyperinflation does become realty in the next year or two, owning a large chunk of companies like Plains would be an excellent hedge.