Golar LNG: The Base Is Priced, The Upside Is Not
2026-02-28 02:39:25 ET
Investment Thesis
Traditionally an offshore drilling project had to be accompanied by an onshore liquefaction terminal that makes the whole project very upfront capex intensive and can take over a decade to permit and construct. This made exploration of mid-sized gas fields very uneconomical, and for developing countries, investing billions of dollars upfront was also a big problem....
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Golar LNG: The Base Is Priced, The Upside Is NotNASDAQ: GLNG
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