Energy: How to Invest in LNG

Industry Focus

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4.6 • 854 Ratings

🗓️ 5 December 2019

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

Global trends toward reducing pollution have natural gas demand poised to spike in the coming years. At the same time, fracking has opened up massive surpluses of natural gas in the United States, pushing domestic natural gas prices well below those around the globe. Together, these developments create a massive opportunity to export natural gas from the U.S. to the rest of the world. To do that, requires turning natural gas into a liquid, also known as liquefied natural gas (LNG).

Motley Fool contributor Jason Hall joins the show to break down the opportunity and discuss ways to invest in LNG, from pure-plays, to picks and shovels, to lower risk integrated producers, midstream players, and utilities.

Stocks Mentioned: LNG, TELL, NEXT, GTLS, RDS-A, RDS-B, CVX, KMI, D

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Transcript

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0:00.0	This episode of Industry Focus is supported by NetSuite, the business management
0:03.7	and software that handles every aspect of your business in an easy-to-use cloud platform.
0:08.6	Download their free guide, seven key strategies to grow your profits today at Net Suite.com slash fool.
0:16.6	Welcome to Industry Focus, the podcast that dives into a different sector of the
0:20.1	stock market every day. Today is Thursday, December 5th, and we're discussing LNG.
0:25.1	I'm your host Nick Saipel, and today I'm joined by Molly Fool contributor
0:27.2	Jason Hall via Skype.
0:28.2	How's it going, Jason.
0:29.9	Hey, how you doing, Nick?
0:31.7	I'm doing okay.
0:32.8	Just for our listeners, we are pre-recording
0:35.3	this show on November 21st, so some things may have changed.
0:39.3	This LNG story, though, is really long term,
0:42.3	so probably not a ton of change of the
0:44.1	thesis that we're going to talk about today. Just off the top of the show
0:47.6	Jason for folks who aren't familiar with what LNG is what does it stand for and
0:51.4	what is it? for and what is it?
0:53.0	Liquified natural gas, which is not natural gas
0:58.5	liquids.
0:59.5	Let's say what it's not first.
1:01.0	Natural gas liquids are things like iso butane propane and that kind of stuff.
1:06.0	Liquified natural gas is natural gas
	...

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