#LNG shipping is an interesting twist on the traditional midstream oil & gas (MLP) complex. In many ways, it picks up where Alerian MLP leaves off. Whereas traditional pipelines are becoming land-locked 1/
and under ever-increasing public scrutiny, LNG has proven to connect domestic and international markets, while showing a lessened environmental exposure. This will be critical if the emerging economies of the globe are to succeed in 2/
gaining access to affordable sources of energy while avoiding irreparable harm to the atmosphere. It’s hard to believe that this small market cap segment can serve such diverse investor interests as income and value. 3/
Nevertheless, given the relatively young age of the LNG sector, one must be forward-thinking and not overly fixated on the past. 4/
Our work also gives readers an inside view to the LNG shipping sector. By bridging the macro to the fundamental, we present a thesis characteristic that is uncommon to the energy market. 5/
As this sector is currently just an afterthought lumped together with ‘oil’ and ‘shipping’—two of the most dismal performing sectors in the entire market—we point out its uniqueness and why it should be viewed independently from commodity-based stocks. 6/
If you approach it this way, we believe that the outlook is apparent—a substantial undervaluation which will correct itself in due time. /END

#LNGinvestor

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