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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: profile_14 who wrote (27475)	11/27/2003 12:43:10 AM
From: Mark Adams	Read Replies (1) of 206191

LNG facilities will require additional tankers to transport LNG. Since the distance is much greater that a trip from Africa to Europe across the Med. Sea, many more tankers will be needed to transport the same amount of gas per cycle since the transit time is much greater across the Atlantic Trinidad is loaded with gas, with LNG trains in production. Trinidad is a short hop from to the gulf coast, a bit longer to the atlantic. Message 19411443 re the ships; Message 19038974 LNG won't dominate the market overnight. Yet it already plays a role in storage builds. We appear to be in a bit of a bubble in terms of new regas platforms & capacity announcements. Companies now appear to be getting a perk on their market cap for having LNG exposure. Perhaps the capital allocation machine will work if we craft and tell the 'right story'. A story capable of capturing the imagination. Preferably, a story based in hope rather than fear.

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