The Dividend Investor's Natural Gas Export Playbook - Part 4

Ronald Ferrie
3.3K Followers

Summary

  • US natural gas exports are expected to increase from 14 BCF/d to over 26.5 BCF/day by 2030, alongside similar projects in Qatar and Australia.
  • Natural Gas carriers FLEX LNG and Cool Company offer high cash flows and dividends thanks to rising shipping rates.
  • The LNG shipping market will dramatically expand over the next three years as 270 new vessels and multiple export terminals enter service during that time.

3D rendering gas tanker sailing in ocean

alvarez

Thesis

Over the next 5 years, a multitude of natural gas export terminals are scheduled to commence operations. This will expand exported US volumes of liquified natural gas (LNG) from roughly 14 BCF/d to over 26.5 BCF/day by 2030. This growth in US markets

This article was written by

3.3K Followers
I am a Licensed Professional Engineer who works in the Nuclear Power industry. I use my professional working knowledge of the power/energy industries to aid in evaluating potential equities worthy of long-term investment. I invest in income producing equities and rental real estate properties for cash flow and long-term appreciation. My articles are to serve as a platform for presenting the underlying fundamentals and long-term potential of each equity/business.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.

Recommended For You

About CLCO Stock

SymbolLast Price% Chg
Market Cap
PE
Yield
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on CLCO

Related Stocks

SymbolLast Price% Chg
FLNG
--
CLCO
--