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Natural gas: Reason to be very bullish

Posted: Sun Sep 09, 2018 6:43 pm
by dan_s
There is going to be a dramatic increase in the export of U.S. natural gas, primarily in the form of LNG but also via pipeline to Mexico and Eastern Canada.

Read this: https://www.fool.com/investing/2018/09/ ... ports.aspx

Two large LNG exports are set to come online early in 2019, which will make a tight U.S. gas market even tighter.

This is one monster opportunity: "In a span of just 17 years from 2005 to 2022, the United States will go from being the world's top energy importer to a net energy exporter. It won't stop ascending up the rankings anytime soon after that: Given the incredible volumes of cheap natural gas parked under the Lower 48 and an incredible amount of LNG export terminals expected to come online, this is one trend energy investors simply can't afford to pass up."

Re: Natural gas: Reason to be very bullish

Posted: Sun Sep 09, 2018 6:47 pm
by dan_s
Today there are only three operating LNG export terminals with a combined capacity of 3.8 Bcf/d, mostly from Cheniere Energy's Sabine Pass. But the numbers for what's coming in the near future are so large they're almost impossible to comprehend.

The U.S. Federal Energy Regulatory Commission has approved another nine LNG export terminals (including expansions), with a combined capacity of 14.9 Bcf/d.
There are another 14 projects with a combined capacity of 25.4 Bcf/d under review.
Add it up and the United States has 44.2 Bcf/d of LNG export capacity in operation, under construction, approved, or on regulators' desks.

That's equivalent to all natural gas consumption in the Middle East in 2015, or over 75% of China's or Europe's expected gas consumption in 2040, all from just 26 facilities.