Very good article....I love Nat gas...but that does not mean I see a clear way to make money off it with out considerable risk of lost sleep. I will stay with the shippers for now and take a wait and see attitude...hoping the coming solar minimum in 2025 "cools" things off which will be a big surprise for the ESG cult. Thanks for the great analysis.
Great article, Seb. There's plenty to think about in there for equity investors with stakes in E&Ps, as well as traders. One part I didn't fully understand was the analyst's comment that only the shipping/bunkering companies will profit in the future from LNG. Is that because bunkerers charge a fixed rate for letting their ships and are therefore immune to fluctuations in commodity prices?
Thanks for another brilliant article Seb!
Magnificent and very dense article, Seb.
Very good article....I love Nat gas...but that does not mean I see a clear way to make money off it with out considerable risk of lost sleep. I will stay with the shippers for now and take a wait and see attitude...hoping the coming solar minimum in 2025 "cools" things off which will be a big surprise for the ESG cult. Thanks for the great analysis.
Great article, Seb. There's plenty to think about in there for equity investors with stakes in E&Ps, as well as traders. One part I didn't fully understand was the analyst's comment that only the shipping/bunkering companies will profit in the future from LNG. Is that because bunkerers charge a fixed rate for letting their ships and are therefore immune to fluctuations in commodity prices?
In the mean time the TTF dropped this morning (dec 11) another 5%....