Chris Nealand
Long only

GasLog Ltd: LNG Demand And New Fleet Addition To Drive Revenue Growth

This article is intended to provide an overview of the demand drivers in the liquid natural gas (LNG) market and then quantify the unrealized revenues in GasLog's unutilized new fleet days.

Market Overview

The demand for LNG is likely to continue to rise as a result of continued Asian economic growth and a switch to cleaner energy from countries like China that are plagued with deadly pollution that has forced its government to declare a war on smog.

Currently, China is the world's largest carbon emitter with nearly 67% of its energy output derived from burning coal. LNG has a much lower carbon intensity compared to coal.

The U.S. Energy Information Administration expects the global natural gas demand to grow...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details