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Summary Ngas prices are driven by Russia sanctions, US export capacity, and war. We like the BOIL ETF as a leveraged bull play on Ngas. Prices have fallen on supply chain migration away from Russia. A renewed Russian offensive is likely to start before NATO heavy armor arrives, ...
Summary Excelerate Energy is the largest owner/operator of FSRU units in the world. These vessels are necessary for the LNG trade as they convert the compound back into a usable form. The company enjoys stable revenues and significant growth potential, courtesy of its business model...
Summary Energy equities shook off declining commodity prices to end the week with a gain. Low-quality names caught a bid from the "risk-on" trade. Natural gas-weighted names underperformed as the commodity plunged 10%. Energy Income Performance The S&P 500 surged 2...
Summary Gunvor extends SPA another month in a row. Tellurian targets $6 billion in equity from strategic partners. High equity or sponsored deals will define next LNG wave to meet LNG shortfall. Tellurian Inc., (TELL) the LNG disruptor led by Charif Souki, Martin Houston a...
Summary After a record-setting 2022, energy sector earnings are likely to generally decline in 2023, though forecasts point to another strong year by historical standards. Even with a year-over-year earnings decline, energy companies can continue to execute on free cash flow generation ...
Summary My previous bullish pick on a mid-stream O&G ETF has generated 5.04% alpha in a month. Now, I am changing my stance on the sector to a neutral 'hold'. A warmer EU winter implies lower volume demand. Slowing economic activity to curb top-line growth. A low-growth econ...
Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Global Infrastructure Value Strategy seeks long...
Summary The science behind stratospheric warming. Video on January 13th why stratospheric warming will produce a cold-snowy mid-winter. Why natural gas prices are not reacting more strongly to cold weather forecasts. The picture of the Arctic circle is one in which sea ice...
Summary It was a flat week for energy income equities where gainers and decliners were roughly equal. Natural gas-weighted names were weak in response to the 7% decline in natural gas prices. Kinder Morgan kicked off the Q4 earnings season. Kinder's results point to the strong o...
Summary Infrastructure companies are a favorite of income-focused investors due to their general stability and high yields. The companies in which Cohen & Steers Infrastructure Fund is invested held up very well in 2022 and will likely continue to be solid holdings through any reces...
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ADCC Pipeline Begins Commercial Service PR Newswire AUSTIN, Texas , July 12, 2024 /PRNewswire/ -- The ADCC Pipeline entered commercial service on July 1, 2024 , and is capable of providing approximately 1.7 Billion cubic feet per day (Bcf/d) of natural g...
Cheniere Energy, Inc. (“Cheniere”) (NYSE: LNG) announced today that it plans to issue its earnings release with respect to second quarter 2024 financial results on Thursday, August 8, 2024 before the market opens. Cheniere will host a conference call for investors and analysts at 11...