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LNG Shipping Stocks Gained 38% Last Year, But Not All Are Winners

Jan. 06, 2022 2:07 AM ETAWLNF, FLNG, KAIKY, MSLOY, NPNYY, TGP15 Comments
Tomas Novotny profile picture
Tomas Novotny


  • The year 2021 was successful again for the LNG shipping sector as all companies managed COVID-19 successfully.
  • Five companies gained more than 160%, and the best earned over 315% to the investors.
  • Rising sector also brings risks to retail investors.

Lng tanker projíždí Singapurským průlivem.

IgorSPb/iStock via Getty Images

The rising sector

The year 2021 was successful for the LNG (liquefied natural gas) shipping sector as transported volume increased again. It is too early to have data for the whole year, but the LNG supply rose from Q1 to

This article was written by

Tomas Novotny profile picture
6/2022 - now: Member of Society of Technical Analysts in UK 9/2016 - now: UP forum s.r.o. 3/2016 - now: LNG shipping investor 7/2009 - now: Private investor at Warsaw Stock Exchange 11/2006 - now: Board Member of Czech National Association of Technical Analysis 2/2011-6/2016: Board Member at Financial Progress Group a.s. 1/2003-4/2013: Head of Sales and Marketing, Theatre Na zábradlí, Prague 2004-2010: Master degree of Arts Management at Academy of Performing Arts, Prague

Analyst’s Disclosure: I/we have a beneficial long position in the shares of HMLP, FLNG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (15)

Tomas Novotny profile picture
If you are interested in LNG shipping stocks, you can use a free version of our service at UP-Indices.com. After registration, you get full access to the UP World LNG Shipping index chart compared to S&P 500 index.
Tonka Town profile picture
@Tomas Novotny Is there an ETF that tracks the UP World LNG Index as I like that the index is rebalanced as companies and situations change?
Tomas Novotny profile picture
@Tonka Town Hello, Thanks for your interest. There is no ETF. We benchmark the LNG shipping now.
The more I look, the more I like $FLNG
Tomas Novotny profile picture
@alphatraz Yes. A few weeks ago you could sell 14 Aug'22 15 P options for $1.30. Now the price is lower, but still strange. I sold these options and think what I missed in my analysis :).
Rates are skyrocketing so fast that it's actually to a shipping company's advantage at this point if they are not already booked and can thus charge higher prices...is that correct?
I wish it was easier to track these. For instance the charts for Awilco are all out of sorts
Tomas Novotny profile picture
@alphatraz Try directly the Oslo stock exchange or Yahoo finance, OSE: ALNG. Btw. ALNG bought shares of Cool Company, a GLNG vehicle for its 8 TFDE carriers: OSE: COOL.
Thomas, you always put together a good read. Thank you. Any thoughts on DLNG.
Tomas Novotny profile picture
@Flave Have Flave, Thank you! I don´t expect DLNG to move up before the end of refinancing, although they decrease the debts. You can use options like covered call or naked put to get some money from your investment. It is probably the only way how to get cash now.
@Tomas Novotny Tomas....DLNG has book close to $9. It is small fleet,so why doesn't somebody make a bid for them? Am I wrong about the book value?
Thoughts about KMI's tanker business and its effect on the company?
Tomas Novotny profile picture
@Catskills1 Hello Catskills1, Thanks for reading my article. I am not sure if Kinder Morgan owns an LNG tanker. I only know about some product tankers, so I can´t answer. Does anybody have the answer?
Chancer profile picture
Although shippers had a great 2021, I doubt I will ever buy any again, as I never made $ in any. It is one of many sectors I avoid.
Tomas Novotny profile picture
@Chancer Hello Chancer, Thanks for reading. You are not the only investor who found the ugly face of the maritime. If you find a method and sector you like, congrats!
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