Cheniere Energy Inc. (LNG)
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LNG Forum Topics
- All Comments on LNG
- General Discussion on LNG
- Of Oil and Gas Company Governance in Volatile Times [view article]
- Options Trader: Tuesday Outlook [view article]
- Best and Worst Performing Stocks Seven Months Into 2008 [view article]
- Stocks Covered by The Energy Stock Blog [view article]
- Some Energy Stocks Burn Brighter Than Others [view article]
- The Long Case for Cheniere Energy [view article]
- Analyst Buy and Sell Ratings for Stocks and Sectors [view article]
- Russell 1,000 Stocks Up and Down the Most Since the 3/10 Bottom [view article]
- Two Down Days to Start the Week [view article]
- Going Schluming - Cramer's Lightning Round (4.11.08) [view article]
- Friday's Options Report: C, WM, CCJ, LNG, PDLI, LTD [view article]
loading ...Recent LNG Articles
- Of Oil and Gas Company Governance in Volatile Times
- Options Trader: Tuesday Outlook
- Paulson & Co. Shows New Stakes in BofA and Cheniere Energy, Among Others
- Best and Worst Performing Stocks Seven Months Into 2008
- Some Energy Stocks Burn Brighter Than Others
- May Sector and Stock Returns
- Analyst Buy and Sell Ratings for Stocks and Sectors
- Russell 1,000 Stocks Up and Down the Most Since the 3/10 Bottom
- Two Down Days to Start the Week
- Last Week's Winners and Losers
- Full List of Articles »
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General Discussion on LNG
What would be a good dip to buy this stock, when I'm afraid the company might just go bankrupt and I could love everything? ReplyOptions Trader: Tuesday Outlook [view article]
Old: triple down on CHK at this point. If it falls a bit further, dump more in. Within the next 3 years you will have at least doubled your money if not a heck of a lot more. ReplyOptions Trader: Tuesday Outlook [view article]
Is Chesapeake Energy (CHK) a bargin now or will it go lower? Is it time to double down? ReplyOptions Trader: Tuesday Outlook [view article]
Phil, nice article, I enjoy reading your work, but that bit about the TWO batteries overheating in Japan is beyond ludicrous. You really don't follow tech that close, do you?Seriously, TWO--out of how many millions? You have to be kidding. No? Well, I would like to buy more, too... Reply
Options Trader: Tuesday Outlook [view article]
TWO ipod nanos overheated. another 2 overheated last year. only in Japan, it seems, so maybe their electrical source has something to do with it since they were all plugged in when this happened and it hurt no one. this article makes it sound like they're all bursting into flames. not true. and i doubt this will impact the stock. profits are high and the company is very stable and secure..and innovative..they'll fix it and it won't take them 7 years.Reply
Options Trader: Tuesday Outlook [view article]
Thanks Phil for your followup.Why build the terminals if gas won't come here? The LNG terminal projects were initiated when we were suffering through shortfalls in NG (only 3 years ago the forecast was big shortfalls) and we didn't have the big shale gas discoveries like the Haynesville, Marcellus, etc.. Since it takes several years to finance, design and build a terminal, the work was kicked off only to find the market whipsawing the builders. Bad investments to say the least.
Also, the LNG re-gas terminals cannot store large quantities of gas so their use as storage is not possible. And to your comment that these terminals can be used to send LNG out of the country, well Phil that is not phyically possible. The LNG terminals being built here in the US are re-gas terminals...the take LNG off of ships, decrease the pressure and re-gasify the product for pipeline use. These plants cannot reverse this process...they don't have the equipment needed and converting them to do this is a multi-billion dollar exercise that will take a few years. So, that was a misstatement. Now, there are some folks talking about export LNG as we (US) grow our natural gas business and more wells are drilled, etc. Aubrey of CHK has mentioned it, although I really don't think he's all that serious about it. But LNG export facilities are 3 year projects and require 20-year guarenteed supply contracts for 3-8 TCF gas. I seriously doubt anyone would put the money into this type of a project with US gas needs being so volatile. Reply
Options Trader: Tuesday Outlook [view article]
FRE-Also bought at $5.25 yesterdayReply
Options Trader: Tuesday Outlook [view article]
Oh sorry Mmarrkk, as to storage, I mean for this time of year (see chart) not compared to the 3Tn+ level we usually get to by the year's end. What I said was right next to the picture I was talking about, the green dot of 2008 storage is above the midpoint of the 5-year average. 350 out of 2,903 lower than last year's extremely high August storage level.Reply
Options Trader: Tuesday Outlook [view article]
Mmarrkk, you are right, I linked to him through the wonder of GOOG and he had links to lots of crap about LNG that I gave a quick look at so I should have vetted his arguements more thoroughly. I will note to SA if they can remove link.That doesn't change the fact that I think LNG is a scam. If as you say, there is no point shipping gas here when we pay less, then why build the terminals? I really believe that the whole thing is to find a way to shove nat gas into the ground, kind of like the SPR. Let's say we build terminals that can hold 10% of the nations' annual demand. Filling it would cause other inventories to dip and prices to go up. Once they are filled, then our best case scenario is the same case we have now - gas is sent to market as it's produced.
Of course, having LNG terminals does allow our Nat gas producers to SEND gas to other countries,taking it out of the American market and driving up the prices at home. If I were to tell you I was making a warehouse and intended to fill it with 10% of the world's annual gold production - in what scenario do you think that would cause prices to come down?
Al - as you asked, the XLF longs dropped back to $4.85 so we're up just 2.7% now, not including the callers we took out for huge profits of course. FRE was well covered and we took out the callers and actually added down at $4 so we'll see how that goes.
Nat gas did have a good day, making back 3.5% of the 25% drop. I was pleased that it didn't break back over last week's high yet and oil had trouble at $115 so inventories will be critical tomorrow. Reply
Options Trader: Tuesday Outlook [view article]
Not a bad day for Nat Gas stocks. ReplyOptions Trader: Tuesday Outlook [view article]
Phil: I finally followed that LNG link you inserted in your post. I must admit, that is the most misleading, dishonest website I've seen in a long time. That Riley guy is a flake and I really am sorry to see you stooping to a point of giving him any credibility. I've disagreed with you many times on many energy related subjects but always felt that you were a reasonable, honorable person who did some good analysis, just little which I agreed to. That's healthy as there are always 2 sides to a trade. Zman speaks highly of you as well and that always made me feel that I should at least listen to your opinions. However, that link to the quack's website has me seriously re-thinking the above.The site links to a listing of headlines supposedly showing the corruption of LNG. When in fact, most of the links relate to bribery/corruption at a contracting/constructi... level, not the business case of the LNG plant or anything else. It is all about a contractor trying to secure a construction contract. These have occurred in the building industry, most industries located in Chicago (sorry, a small mob-related dig) and probably half of any work done with Washington DC policiticians from both parties. But to try and reach from that to a "LNG is corrupt" stance is beyond the pale. Once I finished puking over that guy's website, I decided to respectfully ask that you take that link out of your post. It is below you and your standards. Reply
Options Trader: Tuesday Outlook [view article]
check out the best site for option traders with great articles from option traders at myhappytrading.com! ReplyOptions Trader: Tuesday Outlook [view article]
Phil: I'm not sure I'd characterize the current storage levels as "drifting along at the upper end of the 5-year average storage levels, a little below last year ". As I see it, the 5 year average high/low band is about 1000 BCF in width and we are currently only about 60-70% in to the range, leaving us 30-40% below the upper levels. I just can't see how that is "along at the upper end". Not even close. Above the median? Yes. just below the upper end? Not really. We are 300 BCF below the upper end. That's a lot. And to say we are "a little below last year" is again a misstatement! Last year and 2006 were at the very extreme of the range and we are far from it.Basic premise is probably okay...we are seeing supply running higher than last year and demand falling, but our storage is still about average...which is good. The storage is there to help ensure we can get through a severe winter and/or a supply disruption. Like, a hurricaine in the GOM or some other disaster.
I don't see the storage as a way to game the system nor do I see LNG as a dirty scheme. But you have a basic distrust of my industry so I've grown to expect it. Truth of the matter is that no one will be able to attract large quantities of LNG to the shores of the U.S. due to pricing differentials with the Far East. Why send gas to the U.S. ofr $7, $8, or even $12/mmBTU when it can go the the Far East for $15??
My read on pricing/supply: prices will probably drop a bit more; when they hit $6-7, new drilling for expensive gas will stop. When it stops, you'll see supply drop as our new plays can only sustain production levels with intensive new drilling. As the supply drops, you'll see prices start to go back up again. As they reach $12-13, drilling will accellerate and the supply will go back up and the whole cycle will repeat itself. All of this assuming no large scale disasters that take GOM supply offline or that pull the remaining LNG out of the US market. Reply
Best and Worst Performing Stocks Seven Months Into 2008 [view article]
I agree with helsi. The last seven months for RDN was looking pretty bad, but all it took was a little legislation to be passed for it to soar. This stock deserves to be on the other chart now. Who would have guessed an 80 cent stock would hit $5 in such a short time period?! Timing is everything. ReplyBest and Worst Performing Stocks Seven Months Into 2008 [view article]
Nice article, but more informative would be using the same criteria for the last 6 - 7 weeks. Reply