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LNG - Greg Lewis

Greg has released a positive note on the LNG sector today.  Highlights - 

Rising Tide. The CS Global Energy Team expects LNG production to grow 12%/year over the next two years and average 8% annually over the next five years. Strong near term LNG production growth should see…

Spring Tide. LNG spot rates are back in the mid/high $30k/d range with breakeven economics back in play. Rates are well off the lows…

Flood Tide. The MLP market is righting its ship…

All Aboard. Golar remains our top pick in LNG shipping owing to its LNG spot exposure (90% of conventional fleet) and its ongoing transformation…

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Fri, March 3, 2017 at 02:42 | Unregistered Commenterblackmart apk

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