LNG - Cheniere Energy - Not Even Qatar Can Derail This Bull Case

2024-03-06 12:08:58 ET

Summary

• Cheniere Energy has been a top performer in the energy space, returning 16.3% per year since 2004.
• The company became America's largest LNG exporter, benefiting from the growing global demand for natural gas.
• Cheniere Energy has a low dividend, strong balance sheet, and growth opportunities in the LNG market.
• Despite Qatar's expansion strategy, I doubt it can derail the Cheniere bull case.

Introduction

It's time to do two things: talk about a fantastic wealth compounder that has returned 16.3% per year since January of 2004, and one of the most important macroeconomic/geopolitical topics: liquified natural gas, often referred to as LNG.

That company is Cheniere Energy ( LNG ) , which has the same ticker as the abbreviation for liquified natural gas.

While investors have been through a few major stock price corrections, the stock has been one of the best performers in the energy space over the past two decades....

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