#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


• • •

Missing some Tweet in this thread? You can try to force a refresh

Keep Current with Eric Robken

Eric Robken Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!


Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!