By Tom Dyson in DailyWealth:

Investors in natural gas stocks have lost their minds. They're about to lose their wallets, too...

There's a major wipeout coming in the natural gas business. North America has too many natural gas producers. The industry needs a major cleaning out. The most inefficient, high-cost producers must fold. This will bring supply and demand back into balance.

In the last two years, the price of natural gas has fallen almost 70%, yet natural gas stocks are still trading at almost the same prices. In other words, investors in natural gas stocks have totally ignored the huge collapse in natural gas prices.

Read full article...

More on natural gas:

How natural gas could plummet more than 50%

Insider discusses how the natural gas ETF distorts the market

Natural gas is down 60% this year, and could be heading much lower