America’s Next Great Commodity Boom

If you’re interested in making money in energy commodities over the coming decade, I have two important numbers for you…
The first is the price of natural gas in the US – which is less than $4.50 per million British thermal units (mBtu). The second is the price of natural gas in Asia, where people will pay $10 per mBtu for natural gas they import from overseas.

So put together Callahan’s data on exports and imports with the glut in the US and the lack of export terminals. I think it’s pretty clear we’ll see more export terminals in the US. It’s too big of an opportunity to ignore. The US could become the leading exporter of natural gas in the next decade.
It’s also pretty clear that worldwide, we’ll see the LNG trade grow significantly to make up the shortfalls that are emerging in South America, Asia, Europe, and the Middle East.
It’s a great time to buy infrastructure firms that build these plants. It’s also a great time to look at companies with lots of North American natural gas reserves. With natural gas in the dumps right now, these assets are cheap…but they won’t stay that way for long.

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