LNG

Touch the drop in the price of energy, especially natural gas

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The Lazard Analysis I take it you refer to? NG electricity did indeed drop although it will rise again. This is due to the low price of NG from the fracking rush. The sweetist spots have been drilled so things will get more expensive. That's on top of a massively indebted industry that's making dam all profit.

Whilst the analysis shows wind and solar kicking the arse of everything, with still a very strong trend of becoming even cheaper. Whats really interesting in this report is the marginal costs, go take a look, anybody here see in big neon letters written STRANDED ASSETS?

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