Investors have an enduring love affair with liquefied natural gas (LNG), likely because of the highly publicized political debate over whether the Dept of Energy would approve proposed export schemes to ship US natural gas overseas.
After a prudent period of study, the Obama administration in May 2013 ended the moratorium on approving LNG exports to countries with which the US doesn’t have a free trade agreement–a crucial component for any proposed terminal to move forward.
Meanwhile, investors salivate over the wide spread in commodity prices between North America, which has more than enough production, and Asia, where natural-gas prices track the price of Brent crude oil.
In this issue, we explore the factors driving the supply and demand balance in the near term and over the next five years, while highlighting our favorite plays on the coming boom in Australian LNG projects.
The next issue of Energy & Income Advisor will spotlight our favorite plays on US and Canadian LNG exports–and some stocks to avoid for tactical and fundamental reasons.
Your complete guide to energy investing, from growth stocks to high-yielders.
In October 2012, renowned energy expert Elliott Gue launched the Energy & Income Advisor, a twice-monthly investment advisory that's dedicated to unearthing the most profitable opportunities in the sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.
Elliott and Roger on Jan. 29, 2021
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