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The permit approval for the Freeport gas export project opens up the dam for other pending...

The permit approval for the Freeport gas export project opens up the dam for other pending applications, but the pace of coming decisions is still unknown, analysts say, adding that similar projects building from existing facilities are best placed to secure approval and financing. Meanwhile, Cheniere Energy (LNG) has reaffirmed its operating target date of late 2015 for the export terminal it is building at Sabine Pass, La.
Comments (19)
  • SoldHigh
    , contributor
    Comments (996) | Send Message
     
    With exports finally coming online, Nat gas prices going to be ticking up
    17 May 2013, 06:00 PM Reply Like
  • Herr Hansa
    , contributor
    Comments (3079) | Send Message
     
    I thought this was a great development, until I looked at which countries are now part of a Free Trade Agreement:

     

    http://1.usa.gov/LwzGX3

     

    What really needs to happen to open up this market more is for the FTA with the European Union to go through. At that point we may see some substantial LNG exports from the United States.
    17 May 2013, 06:18 PM Reply Like
  • CharlySpider
    , contributor
    Comments (2) | Send Message
     
    It is not only for FTA countries, as Cheniere already has several MOUs with companies in Japan, Spain and if I'm not mistaken China. Last year, every time one of this was signed, the stock jumped nicely!
    Best,
    @CharlySpider
    17 May 2013, 09:41 PM Reply Like
  • Herr Hansa
    , contributor
    Comments (3079) | Send Message
     
    Cheniere does not run the Freeport LNG terminal. Pangea LNG is another terminal to watch on license agreements. While Cheniere may get a different export license than Freeport, we will need to wait a bit longer for that to be finalized. Overall it is good to see these various projects finally moving forward.
    18 May 2013, 02:05 AM Reply Like
  • Michael Bryant
    , contributor
    Comments (5363) | Send Message
     
    How much more room does (LNG) have to grow?
    17 May 2013, 10:21 PM Reply Like
  • Herr Hansa
    , contributor
    Comments (3079) | Send Message
     
    My feeling is that export approval has already been priced into the shares. We may see an odd move after the official license begins, though we may see some speculative buying too. Once actually cargoes have been shipping for a full quarter, then we will know the true long term potential based upon actual fundamentals.
    18 May 2013, 02:07 AM Reply Like
  • Energysystems
    , contributor
    Comments (944) | Send Message
     
    Personally, I wouldn't own LNG or CQP. Too many oil/gas majors are looking to export themselves, rather than investing in a relatively small fry company hoping to capitalize on those looking to export. Much better names within the same space imo.
    18 May 2013, 05:40 PM Reply Like
  • Michael Bryant
    , contributor
    Comments (5363) | Send Message
     
    Any names of tickers? Thanks.
    24 May 2013, 08:20 AM Reply Like
  • Energysystems
    , contributor
    Comments (944) | Send Message
     
    As you may know from many of my posts(as well as my name), I'm a follower of all things energy. With the amount of applications in process currently to export Nat Gas, we still have a lot of pipeline build out that will need to occur to support these massive projects. Yes, we're far ahead of the game of all other nations with our pipeline system, but we still need more. I like a lot of the big name pipeline companies, and I try to avoid those that have large exposure to actual commodity prices(fee based is the bees knees). These large pipeliners already have relationships with all the oil/gas majors, and have thousands of miles of pipeline already in use today. One way or another, as these export projects come on line, these major pipeliners will get paid. If you'd like to diversify, check out one of a few MLP etf's that have come onto the market the past couple years. You avoid filling out any K-1, and benefit from being in a basket of names as opposed to being tied to just one. Because I spend a lot of time researching such businesses, I don't own any MLP etf's and instead make up my own diversified portfolio of MLP assets.
    24 May 2013, 10:24 AM Reply Like
  • Herr Hansa
    , contributor
    Comments (3079) | Send Message
     
    COP or RDS.A are some obvious companies to look into more, though you can add TOT as another super major.
    24 May 2013, 02:32 PM Reply Like
  • gcmagone
    , contributor
    Comments (881) | Send Message
     
    If you want value and income, sell your LNG and buy CQP. Same company, but more income.
    18 May 2013, 08:38 AM Reply Like
  • jolacious
    , contributor
    Comments (89) | Send Message
     
    Don't sell LNG, to buy CQP. Why not own both.
    18 May 2013, 03:10 PM Reply Like
  • Michael Bryant
    , contributor
    Comments (5363) | Send Message
     
    I like the both strategy better. (LNG) is up nearly 500% in the last 5 years. (CQP) is only up 150%. http://yhoo.it/14H5T71
    24 May 2013, 08:23 AM Reply Like
  • Michael Fitzsimmons
    , contributor
    Comments (8085) | Send Message
     
    COP is the way to play the Freeport permit....
    19 May 2013, 11:36 AM Reply Like
  • jpmj4847
    , contributor
    Comments (495) | Send Message
     
    Yes Michael, I agree. I for one like the talk about the many plays and you view on COP was music to my ears. This approval in my opinion is great news for all energy plays.jpmj4847
    20 May 2013, 03:13 AM Reply Like
  • Michael Bryant
    , contributor
    Comments (5363) | Send Message
     
    Why (COP)?
    24 May 2013, 08:25 AM Reply Like
  • Energysystems
    , contributor
    Comments (944) | Send Message
     
    $COP own's 50% of the General Partner stake in Freeport, although I'd advise you to read Fitzsimmons article on it, because as it turns out they won't be benefiting as much as originally thought from this.
    24 May 2013, 10:18 AM Reply Like
  • jolacious
    , contributor
    Comments (89) | Send Message
     
    Being from England, I would like to plug UK's futuristic shale gas play. In particular one small cap sitting on a vast amount of shale gas, even the great Exxon Mobile has been sniffing around lately. I recommend IGAS ENERGY.
    19 May 2013, 10:04 PM Reply Like
  • Michael Bryant
    , contributor
    Comments (5363) | Send Message
     
    IGas Energy PLC (IGAS.L)? http://yhoo.it/18bs1dz;c= Seeking Alpha doesn't even list the ticker.
    24 May 2013, 08:29 AM Reply Like
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