#2
Posted: 7/16/2012 10:47:43 PM
I think it's deeper down the Natural Gas food-chain than others, but it is an interesting prospect. It is unprofitable which I don't like, but the idea of exporting NG is interesting and can be immensely profitable in years to come; NG doesn't trade as a global commodity, making it quite attractive to starved NG countries like Japan that pay a much higher premium and could benefit from or surplus here. IMO , LNG is a long-term prospect and could take years to materialize.