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LNG Bet — Ukraine Related
Posted on 1/25/22 at 7:38 pm
Posted on 1/25/22 at 7:38 pm
If Putin cuts off gas to Ukraine, I think it will increase demand for US LNG in a sharp spike. How do I bet that?
5
Posted on 1/25/22 at 7:55 pm to JudgeHolden
Camber Energy is cheap gamble.. .63 cents a share.
Posted on 1/26/22 at 1:37 am to JudgeHolden
I would look at an LNG carrier stock. They have to ship our LNG by ship to Europe and the carriers will do well if Putin cuts off supply.
Avoid Camber. Too many shares have diluted value and it doesn’t have good assets.
Avoid Camber. Too many shares have diluted value and it doesn’t have good assets.
Posted on 1/26/22 at 5:31 am to JudgeHolden
If you really wanted a Ukraine bet, you would have jumped into LMT calls on Monday like I did. Just broke out from a long term pattern and likely to keep climbing over $400 soon
Posted on 1/26/22 at 11:54 am to JudgeHolden
Im just making a bet on UNG with calls..
Posted on 1/26/22 at 3:24 pm to JudgeHolden
The stock to be in is VET. Vermilion Energy. 50% of their revenue comes from Euro nat gas. They have nat gas wells in Ireland, France, Germany, and other smaller Euro countries. I believe the price of TTF(euro nat gas) is now around $20-$25 usd. It was $5 last year.
The other 50% of VET revenue comes from oil in Canada, US, and Austrailia.
VET will be printing money with record high euro nat gas prices and high oil prices. It is still pretty cheap even though they have had a decent run over the last year.
The other 50% of VET revenue comes from oil in Canada, US, and Austrailia.
VET will be printing money with record high euro nat gas prices and high oil prices. It is still pretty cheap even though they have had a decent run over the last year.
Posted on 1/26/22 at 3:33 pm to frogtown
The U.S. is already exporting LNG at max capacity, there is no volume upside just because prices are higher in Europe and Asia. There is a reason they're higher, because we can't export anymore.
European gas prices don't matter to domestic gas prices now, we have no ability to export more.
Further, vast majority of the gas is exported under contracted prices, i.e. no ability to capture the spread.
There are creative ways to play it, most have been sniffed out (who uses cheap U.S. gas to make things that are exported globally?)
European gas prices don't matter to domestic gas prices now, we have no ability to export more.
Further, vast majority of the gas is exported under contracted prices, i.e. no ability to capture the spread.
There are creative ways to play it, most have been sniffed out (who uses cheap U.S. gas to make things that are exported globally?)
This post was edited on 1/26/22 at 3:34 pm
Posted on 2/2/22 at 8:03 am to BobRoss
Just shamelessly bumping this thread to rub it in the face of whoever downvoted me.
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