Oil/NG companies undervalued/overvalued Post Ukraine invasion?

[footeab@yahoo.com + 2,129]

Oil/NG companies undervalued/overvalued Post Ukraine invasion?   So, anyone able to take a long position on Russian company stocks?

Seems this should be the #1 topic of discussion in this forum section/thread and yet only thing people "discuss" if you call it "discussing" are electric vehicle percentages in the market....

Can we please just ban all vehicle discussions/climate hysteria  to some other thread?

[Eric Gagen + 713]

Unless this entire Russian adventure ends very quickly,  I would imagine that within the next few months that all public Russian companies will either be delisted or effectively illegal to own outside of Russia.  I’m genuinely not sure if you could buy stock in a Russian company right now for that matter.

[footeab@yahoo.com + 2,129]

2 hours ago, Eric Gagen said:

Unless this entire Russian adventure ends very quickly,  I would imagine that within the next few months that all public Russian companies will either be delisted or effectively illegal to own outside of Russia.  I’m genuinely not sure if you could buy stock in a Russian company right now for that matter.

In the short term, you are 100% correct.  Can still buy them on the Shanghai stock exchange(most likely)

Gazprom etc are ~1/2 their value... is Europe turning off its gas?  Hell NO!  Never will.  They have no other solution in the next 5 years unless they pay for a gargantuan number of LNG tanker and pay for gigantic build out of LNG terminals and processing plants around the world.. No other solution than that.  As for oil... Ok, most EU can get oil from someone other than Russia, but NG?  No. 

But long term?  World needs oil/ng.  There is no other substitute unless everyone goes nuclear.  They aren't, so Russian oil/ng will get out.  Nations might have to buy their own ships, but that oil will get out.  China is laughing to the bank.  

[Eric Gagen + 713]

1 hour ago, footeab@yahoo.com said:

In the short term, you are 100% correct.  Can still buy them on the Shanghai stock exchange(most likely)

Gazprom etc are ~1/2 their value... is Europe turning off its gas?  Hell NO!  Never will.  They have no other solution in the next 5 years unless they pay for a gargantuan number of LNG tanker and pay for gigantic build out of LNG terminals and processing plants around the world.. No other solution than that.  As for oil... Ok, most EU can get oil from someone other than Russia, but NG?  No. 

But long term?  World needs oil/ng.  There is no other substitute unless everyone goes nuclear.  They aren't, so Russian oil/ng will get out.  Nations might have to buy their own ships, but that oil will get out.  China is laughing to the bank.  

There's plenty of oil and gas companies you can't buy stock in -  my expectation is that going forward, most of the Russian ones will be some of them.  

[notsonice + 1,062]

On 3/7/2022 at 12:06 PM, footeab@yahoo.com said:

Oil/NG companies undervalued/overvalued Post Ukraine invasion?   So, anyone able to take a long position on Russian company stocks?

Seems this should be the #1 topic of discussion in this forum section/thread and yet only thing people "discuss" if you call it "discussing" are electric vehicle percentages in the market....

Can we please just ban all vehicle discussions/climate hysteria  to some other thread?

Buy Gazprom........it  is a suckers stock.... A couple of posters here said they were buying at $5......if you like bankruptcy , you can join them. Gazprom was last traded on Mar 3 . Nat gas to Europe in the next 12 months......out of the US and Qatar

PS I heard a new pipedream is for sale very cheap....Nord Stream 2 a pipedream for fools

 

Market Summary > Gazprom PAO (EDR)

1.10 USD -7.80 (-87.64%)

Gasunie to start German LNG Terminal construction

• Business developments & projects

March 7, 2022, by Sanja Pekic

Dutch gas infrastructure company Gasunie and the German state-owned bank KfW have signed a deal to start the construction of the German LNG Terminal in Brunsbüttel.

Courtesy of German LNG Terminal

Gasunie LNG, Vopak LNG, and Oiltanking formed the German LNG Terminal as a joint venture. The plan was to build and operate an LNG terminal at the Brunsbüttel, Northern Germany.

The project specifically includes:

• A jetty with two berths for vessels up to Q-Max size;
• Facilities for the distribution of LNG by tankers, railway tanker wagons, and smaller vessels.

The terminal will serve the import and onward distribution of LNG. It will have two LNG tanks with a capacity of 165,000 cubic metres each and an LNG regasification plant.

Its annual regasification capacity of 8 billion cubic metres is to provide a possibility to import gas directly to the German market. In this way, the project will improve Germany’s energy security.

In view of the current political situation, the management of the German LNG Terminal on the one hand and the German Federal Government on the other agreed on key points for further.

On 4 March 2022, Gasunie and KfW signed a memorandum of understanding (MoU) to take the project into the next phase. This includes starting the joint construction of the LNG terminal.

In addition, KfW will join the project as a shareholder.

Going forward, the intention will be to refit the terminal so that it can process green hydrogen derivatives like ammonia. 

The current shareholders have agreed that Gasunie is the best partner for the German government to complete the terminal project quickly and successfully. This is to ensure a stable energy supply with gas and enhance the security of supply in Germany.

 

Kees van Seventer, president of Vopak LNG, and René Anghel, CFO of Oiltanking, issued a joint statement.

“The state participation and the leadership of Gasunie enable the necessary accelerated realization of the terminal. It is in the interest of securing the energy supply of Northwest Europe. The framework including commercial conditions of this state participation and a private ownership are different and so Vopak and Oiltanking have decided not to participate further in the implementation of the project.”

In addition, the former joint managing director Philipp Kroepels will return to Oiltanking. Michael Kleemiß will remain managing director.

Both the shareholders and the management reaffirmed their intention to move the terminal project forward quickly. The planning approval process, which was started last year, is being moved ahead at full speed. Moreover, the consortium of the general contractor Cobra/Sener will be commissioned to start the preparatory work immediately.

Minister Robert Habeck said: “It is absolutely clear that we need to make our energy supply climate-neutral, to rigorously cut our gas consumption, and to press ahead with the expansion of renewables and the production of hydrogen. But we will need gas during the transition. Here, we need to reduce our dependence on imports from Russia as quickly as possible; Russia’s war of aggression against Ukraine is now making this imperative. An LNG terminal in Brunsbüttel will increase the possibilities to import gas to Germany. LNG terminals could be described as an extra by-pass for this. They help us to boost energy security in Germany and Europe.” 

[notsonice + 1,062]

1 hour ago, footeab@yahoo.com said:

In the short term, you are 100% correct.  Can still buy them on the Shanghai stock exchange(most likely)

Gazprom etc are ~1/2 their value... is Europe turning off its gas?  Hell NO!  Never will.  They have no other solution in the next 5 years unless they pay for a gargantuan number of LNG tanker and pay for gigantic build out of LNG terminals and processing plants around the world.. No other solution than that.  As for oil... Ok, most EU can get oil from someone other than Russia, but NG?  No. 

But long term?  World needs oil/ng.  There is no other substitute unless everyone goes nuclear.  They aren't, so Russian oil/ng will get out.  Nations might have to buy their own ships, but that oil will get out.  China is laughing to the bank.  

gigantic build out of LNG terminals???? Europe needs In 2021, the European Union imported 155 billion cubic metres of natural gas from Russia, ...

 

and in 2021 the LNG terminals ran at 67 percent ....at 100 % Existing infrastructure can import  (the end of 2017 total) regasification capacity in

Europe’s 28 large-scale LNG terminals was 227 billion cubic metres (of gas) (bcm), which is sufficient to cover approximately 40% of Europe’s gas demand.....

2021 they met 27 percent of Europe's needs meaning they had 75 billion cubic meters of unused capacity......Couple that with the proposed facilities......

Right now, as of today their is 70 billion cubic meters per year of already proposed facilities.....that is 10 facilities and the biggest one just got the green light for building

 

Russian gas is not needed if Europe kicks its ass in high gear ....2024 A year that Europe ends importing Russian gas...at the latest 2025

 

Gazprom......dead

 

 

[Eric Gagen + 713]

54 minutes ago, notsonice said:

gigantic build out of LNG terminals???? Europe needs In 2021, the European Union imported 155 billion cubic metres of natural gas from Russia, ...

 

and in 2021 the LNG terminals ran at 67 percent ....at 100 % Existing infrastructure can import  (the end of 2017 total) regasification capacity in

Europe’s 28 large-scale LNG terminals was 227 billion cubic metres (of gas) (bcm), which is sufficient to cover approximately 40% of Europe’s gas demand.....

2021 they met 27 percent of Europe's needs meaning they had 75 billion cubic meters of unused capacity......Couple that with the proposed facilities......

Right now, as of today their is 70 billion cubic meters per year of already proposed facilities.....that is 10 facilities and the biggest one just got the green light for building

 

Russian gas is not needed if Europe kicks its ass in high gear ....2024 A year that Europe ends importing Russian gas...at the latest 2025

 

Gazprom......dead

 

 

The facilities with unused capacity feed in to parts of the European pipeline network that either do not connect, or connect going the wrong direction with the places highly dependent on Russian gas.  The new facilities will connect in better locations which feed into the correct parts of the network. 

[footeab@yahoo.com + 2,129]

Right, because LNG terminals in Italy, France, Spain help Germany, Poland, Romania, etc... Oh right, they don't.   https://energy.ec.europa.eu/topics/oil-gas-and-coal/liquefied-natural-gas_en#:~:text=The EU's overall LNG import capacity is significant,meet around 40% of total current gas demand.

Suggest you read from the horses mouth instead of your made up numbers.

Are there ships to bring this gas to them?  No  In fact many said ships are decreasing along with said LNG from Russia.

Are their LNG terminals around the world just waiting to come online and export to them?  No  USA/Aus/Qatar and others are maxed out with a bit more coming online, but not compared to needs. 

Can they be built?  Yes.  That time period is measure in YEARS last I checked.  Does anyone hold onto stock not paying dividends for years?  No. 

[footeab@yahoo.com + 2,129]

On 3/7/2022 at 11:06 AM, footeab@yahoo.com said:

Oil/NG companies undervalued/overvalued Post Ukraine invasion?  

Anyone want to address the first part of my post?  I have other thoughts on this one, but every oil/ng stock has already gone up over 100% along with fertilizer stocks. 

[Eric Gagen + 713]

2 hours ago, footeab@yahoo.com said:

Anyone want to address the first part of my post?  I have other thoughts on this one, but every oil/ng stock has already gone up over 100% along with fertilizer stocks. 

Sure - the value of those stocks is zero.

 

if you buy a lot of them now, their value is negative, because you will be investigated by the SEC or your national equivalent.

[footeab@yahoo.com + 2,129]

6 hours ago, Eric Gagen said:

Sure - the value of those stocks is zero.

 

if you buy a lot of them now, their value is negative, because you will be investigated by the SEC or your national equivalent.

🔥 XOM, EOG, CLR etc value are zero... 🤡

[notsonice + 1,062]

20 hours ago, Eric Gagen said:

The facilities with unused capacity feed in to parts of the European pipeline network that either do not connect, or connect going the wrong direction with the places highly dependent on Russian gas.  The new facilities will connect in better locations which feed into the correct parts of the network. 

really ???? do you have anything to back this up......as today the LNG facilities are now running at 100 percent of their nameplate capacity......compared to less than 70 percent in 2021...

From your posts you are saying the existing facilities were built by idiots??????...... unused capacity feed in to parts of the European pipeline network that either do not connect, or connect going the wrong direction with the places highly dependent on Russian gas. ..... 

what a load of BS

It must be 45 degrees in Texas and very cold for you as clearly you are unable to think when it is cold....

the proposed and under construction facilities (the two  in Germany and will  hook into the existing gas networks

 

Germany Pivots Away From Pipelines Toward LNG Terminals

German Chancellor Olaf Scholz said on Sunday that Germany will construct two liquefied natural gas (LNG) import terminals to reduce dependence on Russian gas in response to the Russia-Ukraine conflict.

“We have made the decision to quickly build two LNG terminals in Brunsbüttel and Wilhelmshaven,” Scholz told parliament in an emergency session.

Germany marks the final destination for the controversial Nord Stream 2 pipeline. The pipeline was supposed to reduce costs by providing a direct line from Russia to Germany via the Baltic Sea. Although complete, the Nord Stream 2 pipeline remains inactive due to geopolitical concerns and US sanctions. LNG creates a way for Germany to import natural gas from exporting nations such as the United States, Qatar, or Australia and reduce its dependence on Russian gas. However, Germany lacks the LNG regasification capacity or LNG import terminals needed to support sizeable LNG imports.

“The events of the last few days and weeks have shown us that a responsible and forward-looking energy policy is not only crucial for our economy and our climate, but also crucial for our security,” Scholz said, adding that his government will “change course to overcome our dependence on imports from individual energy suppliers.”

On September 6, 2021, specialists on the lay barge Fortuna welded the last pipe of the two strings of the Nord Stream 2 Pipeline. The pipe number 200,858 was subsequently lowered onto the seabed in German waters. (Image Courtesy Of Nord Stream 2 / Axel Schmidt)

At a length of 759 miles (1222 km), Nord Stream 1 is the longest subsea pipeline in the world. It consists of two twin natural gas lines, the first of which was launched in November 2011 and the second was launched in October 2012. The lines run on the seabed of the Baltic Sea from Vyborg, Russia, to Lubmin, Germany. Due to increased demand, Russia’s national oil company, Gazprom, decided to build a second twin-line sub-sea pipeline, this time from Ust-Luga, Russia, to Lubmin, Germany.

Nord Stream 2’s pipe was laid between 2018 to 2021. The first line was complete in June 2021 and the second line was complete in September 2021. However, Nord Stream 2 has yet to go into service due to geopolitical concerns put forth by the United States and several central and eastern European countries.

“What is needed now in the short term can be combined with what is needed anyway in the long term for the success of the transformation [into a carbon-neutral economy],” the chancellor said, arguing that “an LNG terminal that receives gas today can also receive green hydrogen tomorrow.”

[notsonice + 1,062]

Europe Scrambles to Cut Dependence on Russian Energy

 

please note

based on two pillars: Diversifying gas supplies, via higher Liquefied Natural Gas (LNG) and pipeline imports from non-Russian suppliers, and larger volumes of biomethane and renewable hydrogen production and imports; and, reducing faster the use of fossil fuels in our homes, buildings, industry, and power system, by boosting energy efficiency, increasing renewables and electrification, and addressing infrastructure bottlenecks.

and ......gradually remove at least 155 bcm of fossil gas use, which is equivalent to the volume imported from Russia in 2021. Nearly two thirds of that reduction can be achieved within a year,

 

Press release8 March 2022Strasbourg

REPowerEU: Joint European action for more affordable, secure and sustainable energy

 

The European Commission has today proposed an outline of a plan to make Europe independent from Russian fossil fuels well before 2030, starting with gas, in light of Russia's invasion of Ukraine.

This plan also outlines a series of measures to respond to rising energy prices in Europe and to replenish gas stocks for next winter. Europe has been facing increased energy prices for several months, but now uncertainty on supply is exacerbating the problem. REPowerEU will seek to diversify gas supplies, speed up the roll-out of renewable gases and replace gas in heating and power generation. This can reduce EU demand for Russian gas by two thirds before the end of the year.

Commission President Ursula von der Leyen said: “We must become independent from Russian oil, coal and gas. We simply cannot rely on a supplier who explicitly threatens us. We need to act now to mitigate the impact of rising energy prices, diversify our gas supply for next winter and accelerate the clean energy transition. The quicker we switch to renewables and hydrogen, combined with more energy efficiency, the quicker we will be truly independent and master our energy system. I will be discussing the Commission's ideas with European leaders at Versailles later this week, and then working to swiftly implement them with my team.”

Executive Vice-President for the European Green Deal, Frans Timmermans said: “It is time we tackle our vulnerabilities and rapidly become more independent in our energy choices. Let's dash into renewable energy at lightning speed. Renewables are a cheap, clean, and potentially endless source of energy and instead of funding the fossil fuel industry elsewhere, they create jobs here. Putin's war in Ukraine demonstrates the urgency of accelerating our clean energy transition.” 

Commissioner for Energy, Kadri Simson, said: “Russia's invasion of Ukraine has aggravated the security of supply situation and driven energy prices to unprecedented levels. For the remaining weeks of this winter, Europe has sufficient amounts of gas, but we need to replenish our reserves urgently for next year. The Commission will therefore propose that by 1 October, gas storage in the EU has to be filled up to at least 90%. We have also outlined price regulation, state aid and tax measures to protect European households and businesses against the impact of the exceptionally high prices.” 

Emergency measures on energy prices and gas storage

The Commission's ‘Energy Prices Toolbox' from last October has helped Member States to mitigate the impact of high prices on vulnerable consumers and it remains an important framework for national measures. Today the Commission is presenting Member States with additional guidance, confirming the possibility to regulate prices in exceptional circumstances, and setting out how Member States can redistribute revenue from high energy sector profits and emissions trading to consumers. EU State Aid rules also offer Member States options to provide short-term support to companies affected by high energy prices, and help reduce their exposure to energy price volatility in the medium to long term. Following a consultation on targeted amendments to the Emission Trading System State aid Guidelines, the Commission will also be consulting with Member States on the needs for and scope of a new State aid Temporary Crisis Framework to grant aid to companies affected by the crisis, in particular those facing high energy costs.

The Commission intends to present by April a legislative proposal requiring underground gas storage across the EU to be filled up to at least 90% of its capacity by 1 October each year. The proposal would entail the monitoring and enforcement of filling levels and build in solidarity arrangements between Member States. The Commission continues its investigation into the gas market in response to concerns about potential distortions of competition by operators, notably Gazprom.

To address the skyrocketing energy prices, the Commission will look into all possible options for emergency measures to limit the contagion effect of gas prices in electricity prices, such as temporary price limits. It will also assess options to optimise the electricity market design taking into account the final report of the EU Agency for the Cooperation of Energy Regulators (ACER) and other contributions on benefits and drawbacks of alternative pricing mechanisms to keep electricity affordable, without disrupting supply and further investment in the green transition.

REPowerEU – eliminating our dependence on Russian gas before 2030

Phasing out our dependence on fossil fuels from Russia can be done well before 2030. To do so, the Commission proposes to develop a REPowerEU plan that will increase the resilience of the EU-wide energy system based on two pillars: Diversifying gas supplies, via higher Liquefied Natural Gas (LNG) and pipeline imports from non-Russian suppliers, and larger volumes of biomethane and renewable hydrogen production and imports; and, reducing faster the use of fossil fuels in our homes, buildings, industry, and power system, by boosting energy efficiency, increasing renewables and electrification, and addressing infrastructure bottlenecks.

Full implementation of the Commission's ‘Fit for 55' proposals would already reduce our annual fossil gas consumption by 30%, equivalent to 100 billion cubic metres (bcm), by 2030. With the measures in the REPowerEU plan, we could gradually remove at least 155 bcm of fossil gas use, which is equivalent to the volume imported from Russia in 2021. Nearly two thirds of that reduction can be achieved within a year, ending the EU's overdependence on a single supplier. The Commission proposes to work with Member States to identify the most suitable projects to meet these objectives, building on the extensive work done already on national Recovery and Resilience Plans.

Background

The new geopolitical and energy market reality requires us to drastically accelerate the clean energy transition and increase Europe's energy independence from unreliable suppliers and volatile fossil fuels.

Following the invasion of Ukraine, the case for a rapid clean energy transition has never been stronger and clearer. The EU imports 90% of its gas consumption, with Russia providing around 45% of those imports, in varying levels across Member States. Russia also accounts for around 25% of oil imports and 45% of coal imports.

The Commission's Energy Prices Toolbox of October 2021 has been helping citizens and businesses to face high energy prices in recent months. 25 Member States have adopted measures in line with the toolbox which are already easing energy bills for over 70 million household customers and several million micro, small and medium-sized enterprises.

The Commission continues to work with neighbours and partners in the Western Balkans, and in the Energy Community, which share the EU's fossil fuel dependencies and exposure to price hikes, while also having committed to the same long term climate goals. For Ukraine, Moldova and Georgia, the EU stands ready to provide support to ensure reliable and sustainable energy. The ongoing effort to provide for an emergency synchronisation of the Ukrainian and Moldovan electricity grids with the continental European grid is a clear token of this commitment.

[Eric Gagen + 713]

2 hours ago, notsonice said:

really ???? do you have anything to back this up......as today the LNG facilities are now running at 100 percent of their nameplate capacity......compared to less than 70 percent in 2021...

From your posts you are saying the existing facilities were built by idiots??????...... unused capacity feed in to parts of the European pipeline network that either do not connect, or connect going the wrong direction with the places highly dependent on Russian gas. ..... 

what a load of BS

SNIP

 

My apologies - I thought you were talking about regassification facilities in Europe.  You are correct, the liquifaction LNG plants ARE running full speed ahead.  Clearly if Europe is going to import more LNG, they have to take it from somebody else, because there aren't many big LNG plants in the pipeline right now, and they are slow to construct.  However Europe's regassification capacity is a problem, and I thought you were referring to it.  

The existing regassification facilities in Europe weren't built by idiots - they were built by/in countries with no good connection to the European pipeline networks running from east to west from Russia, or from the North Sea to the Netherlands and surrounding areas.  And they are NOT running at 100% capacity, because the parts of the european network they feed into simply don't interconnect very well with the parts that rely on natural gas from Russia.  https://www.cleanenergywire.org/factsheets/liquefied-gas-does-lng-have-place-germanys-energy-future

 

If you look, the existing regassification sites are clustered along the Mediterranean, and the Atlantic seaboard.  they receive gas from the Americas, and from North Africa.  Now, in theory, you could argue that they ought to simply use the ones that exist, and send the gas east.  There are two problems with that:  

• The pipeline network in Iberia, doesn't connect with the rest of Europe, except for one interconnect with limited capacity

These are the 'main' pipeline systems - not shown are municipal distribution systems.  The diameter of the pipeline is proportional to the width of the blue lines.  brown are 'branch' lines only for regional distribution.  Note that all those regassification facilities in Spain are connected only by one tiny line into France.  Also notice that NONE of the balkans or Finland or the Baltic region connects with anything but pipelines from Russia.  

 

Worse yet, the pipelines which are there are one direction only, as shown by the arrows.  Where the arrows end, is  roughly where single direction only flow stops. https://mondediplo.com/maps/gas-pipelines  

What this means is that the countries of Poland, Cech, and Slovakia, while in theory are well connected with the 'greater European' pipeline network centered in N.E. France, West Germany and the Benelux in practice cannot use it,  because the pipeline networks in their countries don't accept flow from that direction. 

 

All of this means is that as a practical matter, the only LNG import and regassification terminals which can assist anyone in reducing the need for Russian gas are the ones in Northern Italy, in France, in the Netherlands, and in the UK.  And even these ones cannot help the countries East of Germany because they cannot accept gas from that direction.  

[Starschy + 211]

You can be sure Next Winter is coming quicker as many thinks. European rolled out their Energy Saving Programm. The are not able in the last 10 Years to bring Pipelines from Poland to Austria or Hungary. Small distances a few hundred Kilometer max. There is not a single Tanker for the EU. Some from Greece may be available but thats it. 

[Ron Wagner + 642]

On 3/8/2022 at 12:33 PM, footeab@yahoo.com said:

In the short term, you are 100% correct.  Can still buy them on the Shanghai stock exchange(most likely)

Gazprom etc are ~1/2 their value... is Europe turning off its gas?  Hell NO!  Never will.  They have no other solution in the next 5 years unless they pay for a gargantuan number of LNG tanker and pay for gigantic build out of LNG terminals and processing plants around the world.. No other solution than that.  As for oil... Ok, most EU can get oil from someone other than Russia, but NG?  No. 

But long term?  World needs oil/ng.  There is no other substitute unless everyone goes nuclear.  They aren't, so Russian oil/ng will get out.  Nations might have to buy their own ships, but that oil will get out.  China is laughing to the bank.  

I don't think that China will be paying the same price range that they tried to gouge Europe with though. I also think they still need to build more pipelines to China and India. Russia may do well in the long run. Those same gas lines can have terrific mishaps however. Possibly caused by unfortunate accidents, rebels, or others. 

[Ron Wagner + 642]

5 hours ago, Starschy said:

You can be sure Next Winter is coming quicker as many thinks. European rolled out their Energy Saving Programm. The are not able in the last 10 Years to bring Pipelines from Poland to Austria or Hungary. Small distances a few hundred Kilometer max. There is not a single Tanker for the EU. Some from Greece may be available but thats it. 

Trucks and trains can easily carry LNG anywhere roads and rails exist. Ships that are river going size can also carry tanks of whatever size they have capacity for. There are many options! The can also carry CNG if there is no way to regasify easily. 

[Ron Wagner + 642]

On 3/8/2022 at 3:34 PM, footeab@yahoo.com said:

Right, because LNG terminals in Italy, France, Spain help Germany, Poland, Romania, etc... Oh right, they don't.   https://energy.ec.europa.eu/topics/oil-gas-and-coal/liquefied-natural-gas_en#:~:text=The EU's overall LNG import capacity is significant,meet around 40% of total current gas demand.

Suggest you read from the horses mouth instead of your made up numbers.

Are there ships to bring this gas to them?  No  In fact many said ships are decreasing along with said LNG from Russia.

Are their LNG terminals around the world just waiting to come online and export to them?  No  USA/Aus/Qatar and others are maxed out with a bit more coming online, but not compared to needs. 

Can they be built?  Yes.  That time period is measure in YEARS last I checked.  Does anyone hold onto stock not paying dividends for years?  No. 

Barges can be ocean going and can be pulled by tugboats or various ships. Barges can be quickly produced. 

https://www.mcdonoughmarine.com/ocean-barges.html#:~:text=Ocean barges are designed for,well as shallow port access.

 

 

 

Largest barges:

https://www.google.com/search?rlz=1CAVARX_enUS996US996&sxsrf=APq-WBvN2vsi5XeDRbiHjKhLZ2gQDSBfkg:1646884635931&source=univ&tbm=isch&q=largest+barges+in+the+world&fir

Edited March 10, 2022 by Ron Wagner

[footeab@yahoo.com + 2,129]

15 hours ago, Ron Wagner said:

Barges can be ocean going and can be pulled by tugboats or various ships. Barges can be quickly produced. 

https://www.mcdonoughmarine.com/ocean-barges.html#:~:text=Ocean barges are designed for,well as shallow port access.

 

 

 

Largest barges:

https://www.google.com/search?rlz=1CAVARX_enUS996US996&sxsrf=APq-WBvN2vsi5XeDRbiHjKhLZ2gQDSBfkg:1646884635931&source=univ&tbm=isch&q=largest+barges+in+the+world&fir

Sure, great, wonderful barges, but they do not exist.  More importantly will NOT exist for ~5years.

No one is going to hold stocks for ~5 years.  Ok, a few people will, vast majority = No.

Stocks are a short term investment unless you get dividend paying stocks. 

[Eric Gagen + 713]

18 minutes ago, footeab@yahoo.com said:

Sure, great, wonderful barges, but they do not exist.  More importantly will NOT exist for ~5years.

No one is going to hold stocks for ~5 years.  Ok, a few people will, vast majority = No.

Stocks are a short term investment unless you get dividend paying stocks. 

Buy stocks in the companies that make equipment for storing and regassification of LNG.  They make money in the meantime because one way or another, their services will be in high demand right now.  

[KeyboardWarrior + 527]

On 3/8/2022 at 2:37 PM, footeab@yahoo.com said:

Anyone want to address the first part of my post?  I have other thoughts on this one, but every oil/ng stock has already gone up over 100% along with fertilizer stocks. 

Of course they're undervalued. I'd just be prepared to pull out once you've made decent returns before investing in high dividend American companies. 

EDIT: Holy shit they're at 30% dividend yield. Perhaps you'd better hang onto them. 

Edited March 11, 2022 by KeyboardWarrior

[KeyboardWarrior + 527]

11 hours ago, Eric Gagen said:

Buy stocks in the companies that make equipment for storing and regassification of LNG.  They make money in the meantime because one way or another, their services will be in high demand right now.  

I've got a majority of my portfolio in USA compression partners following the same logic. They don't build the equipment, they operate it. They get their margin one way or another.