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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: SunSunM who wrote (56109)	11/18/2004 1:19:29 AM
From: energyplay	Read Replies (1) \| Respond to of 74559

Hi SunSunM - I haven't looked into the LNG tanker business. If there are enough supply ports in low cost areas like Trinidad, Indonesia, Algeria, Peru, and terminals in high price areas like the US, Baja California, Japan, Korea, etc. ----then the tanker firms might be able to capture a big piece of the price difference. That could create a very large return. A number of varibles - Supply of gas Supply ports and compression trains LNG Tankers Terminals and re-gasification facilities Pipeline networks and markets This is a business which tends to have lots of long term contracts -- the organizations which build terminals set up a whole supply chain with multi year contracts. Which could mean no upside for a number of years...