Get started

LNG

GASS high demand for its services soon!!!The U.S. will supply 15 billion cubic metres of LNG (liquefied natural gas) to the European Union this year to help it wean off Russian energy supplies. And this looks like the beginning of a long term business plan. GASS StealthGas provides seaborne transportation services to liquefied petroleum gas (LPG) producers and users internationally, including various petroleum gas products in liquefied form, including propane, butane, butadiene, isopropane, propylene, and vinyl chloride monomer, also refined petroleum products (gasoline, diesel, fuel oil, and jet fuel, as well as edible oils and chemicals). GASS has a fleet of 50 vessels! Market Cap of only 90.493Mil I think this stock can easily double soon! Looking forward to read your opinion about it.
NASDAQ:GASSLong
by TopgOptions
6
ECB playing it cool; hope it won't have to drop it like it's hotINVESTMENT CONTEXT According to the minutes of the latest Federal Open Market Committee meeting held in early May, policymakers remarked the need to keep raising the Fed's interest rate, noting that "a restrictive stance of policy may well become appropriate depending on the evolving economic outlook and the risks to the outlook" Russia heavily cut interest rates for the second time since the beginning of the war in Ukraine, bringing it from 14% to 11% as annual inflation cooled from 17.8% in April to 17.5% as of May Thematic investment management giant Fidelity sees increased recession risk as volatility is set to persist After the collapse of LUNA, Terra project has voted to preserve the community and launch of a new blockchain, LUNA 2.0 PROFZERO'S TAKE While markets ambiguously read the minutes from FOMC meeting in May, ProfZero sees a rather coherent stance by policymakers, who won't refrain from exacerbating the already tightening monetary policy in order to tamp down inflation. What stood as a surprise to ProfZero was instead Ursula von der Leyen tone at Davos, where the EU Commission President said the EU won't be rushed into withdrawing monetary stimulus, and that supply-fueled inflation should not cause investor "panic". ProfZero concurs inflation in EU is largely imported; yet it fails to agree with Madame von der Leyen - the EU is caught between ailing growth, sticky inflation (flat around 7.5%) and threatened by massive debt loads (Italy above all). A tangle monetary policy alone may hardly undo all on its own Crude oil bull run is persisting deep into Q2, thus likely translating into yet another bumper quarter for energy majors. With Brent crude firmly above USD 100/boe and European natural gas (TTF) futures above 80 points after years below 20, ProfZero expects more good news for investors in the segment, especially in the form of greater dividend stability and buyback plans. Yet, as now several energy stocks trade at all-time highs (Cheniere, LNG; Chevron, CVX; Equinor, EQNR), ProfZero cautions against potential steep reversals should catalysts form to put a lid on prices - the ramp up in U.S. shale gas production should already alarm industry players, while on the opposite side it would play as a highly welcomed agent of deflation for economies at large When one of the world's most respected macroeconomists shares his views, ProfZero stands, and listens. Olivier Blanchard warned about swelling inflation as early as February 2021; now the former MIT Professor and Chief Economist at the International Monetary Fund (IMF) sees a "0.9 probability" the economy will return to a low-interest rates scenario, overcoming the tendency for markets to "focus on the present and extrapolate it forever". ProfZero has long been advocating in favor of keeping "cool heads" and focusing on underlying value fundamentals. Professor Blanchard would be proud to know ProfZero is really puzzled about the dynamics of semiconductor industry. One of the key commodities of the future has been in chronic undersupply for over a year. Yet, sector equities fail to impress, despite the apparent surge in pricing power. NVIDIA's (NVDA) beat on top and bottom line (USD 8.29bn revenue vs. 8.10 forecast; USD 1.36 EPS vs. 1.29) sent the stock sliding 7% in the after market, plunging it down 50% since the November 2021 peak. ProfZero well remembers how beaten energy stocks were during the pandemic, before roaring back in 2022. Is the same narrative brewing the semiconductor space?
CME:BTC1!
by ProfZero
FLEX LNG short term position According to with last tensions between Rus and Ukraine US gas supply will be provided by sea passage. Flex LNG Ltd., through its subsidiaries, engages in the seaborne transportation of liquefied natural gas (LNG) worldwide. As of March 15, 2021, it owned and operated nine M-type electronically controlled gas injection LNG carriers; and three generation X dual fuel LNG carriers. It also provides chartering and management services. Position till date of dividends or level 24.50$
NYSE:FLNGLong
by MaksymKonstantynov
$GLOP - LNG BREAKOUTGreat LNG play here. Not everywhere has pipelines. New England for example. Everything has to be transport by ship and then by ground here. GasLog Partners LP is a limited partnership company. The Company focuses on owning, operating and acquiring liquefied natural gas (LNG) carriers under multi-year charters. The Company's fleet consists of 14 LNG carriers with an average carrying capacity of approximately 157,000 cubic meters (cbm), each of which has a multi-year time charter. The Company's fleet includes GasLog Seattle, GasLog Shanghai, GasLog Santiago, GasLog Sydney, Methane Rita Andrea, Methane Jane Elizabeth, Methane Alison Victoria, Methane Shirley Elisabeth and Methane Heather Sally. The GasLog Seattle is a tri-fuel diesel electric LNG carrier. Each of the GasLog Seattle, GasLog Shanghai, GasLog Santiago and GasLog Sydney vessels has a cargo capacity of approximately 155,000 cbm. Each of the Methane Rita Andrea, Methane Heather Sally, Methane Shirley Elisabeth, Methane Alison Victoria and Methane Jane Elizabeth vessels has a cargo capacity of approximately 145,000 cbm. They do carry some Russian gas- but it does not look like all NATO countries will agree to ban oil. Might just be the United States. This carrier operates internationally.
GLong
by jaykenneyTRT
Europe Looks Beyond Russia for Natural Gas. LNGIt takes a brave investor to bet on the outcome of Vladimir Putin’s saber rattling around his neighbor Ukraine. One result of the Ukraine crisis seems more predictable: The European Union will look to cut its dependence on Russian natural gas, which currently accounts for 40% of consumption. Companies from Norway to Texas might benefit. The simplest way to replace Russian flows, if you were sitting over a game of Risk on a rainy afternoon, would be U.S. liquefied natural gas. America has more gas in the ground than it can use domestically. LNG output jumped 42% year on year in the first half of 2021. It could climb another 80% over the next five years, says Randy Giveans, head of energy maritime equity research at Jefferies. Top producer Cheniere Energy LNG+0.12% is earning $100 million on every shipload right now, Giveans estimates. Its stock has risen by two-thirds over the past year. The first position was bought last Friday at 116$. Long-term deal.
LLong
by MaksymKonstantynov
2
US NatGas Hits Trendline - Fundamentals Likely to Buoy Prices US natural gas futures (Henry Hub) are under pressure following a sharp surge higher, pinging former trendline support before easing. Prices may remain elevated, given colder-than-average temps expected to last through next week from the Ohio Valley to the Southeast US. Meanwhile, Europe continues to source a high amount of US LNG cargoes amid a supply crunch and looming Ukraine/Russia tensions. Volatility is likely to continue in the short term.
NYMEX:NG1!
by Thomaswestw
Natural Gas - surges +12% to YTD highsNatural Gas surges +12% - lifting producers' shares to YTD highs Range Resources $RRC & other natural gas producers ripped to 52-week highs today as U.S. front-month natural gas soared to its largest one-day gain since Sept a year ago - closing at +12% to $5.898/MMBtu Today's settlement is the 2nd highest this year after the front-month contract hit $6.312 on 10/05/21 52-week highs today - $CHK +9.1%, $RRC +6.3%, $AR +5.7% Scoring big gains - $CRK +9%, $SWN +7.4%, $CTRA +5.9%, $EQT +5.2% #LongLNG
SKILLING:NATGASLong
by jnallain1
Fossil Fuel Fury: Natural Gas Takes The Bullish BatonNatural gas is combustible as producers extract the energy commodity from the earth’s crust. The energy commodity’s price action has been equally volatile since the CME’s NYMEX division rolled out futures contracts over three decades ago in 1990. Natural gas probes above the $5 level- a nearly eight-year high Heat and storms have been bullish LNG demand is booming US energy policy- lower supplies when the demand is rising- A potent bullish cocktail Approximately ten weeks to go in the injection season- Inventories are low The nearby NYMEX natural gas futures contract has traded from a low of $1.02 to a high of $15.65 per MMBtu. The futures price reflects natural gas’s value at its delivery point at the Henry Hub in Erath, Louisiana. The Henry Hub price is a benchmark. Local prices can vary and trade a substantial discount or premium to the nearby NYMEX futures. Massive discoveries of quadrillions of cubic feet of natural gas in the Marcellus and Utica shale regions of the US had weighed on the price over the past years. Technological advances in fracking lowered the production cost. Since necessity is the mother of invention, the demand side of natural gas’s fundamental equation rose with supplies as natural gas replaced coal in power generation and liquification opened a new demand vertical. LNG now travels worldwide via ocean vessels and is not limited to pipeline transmission. After falling to the lowest price in a quarter of a century in late June 2020 at $1.432 per MMBtu, the price has more than tripled. Last week, it probed at over $5 per MMBtu for the first time since February 2014, during the heart of a colder than average winter season. Natural gas probes above the $5 level- a nearly eight-year high With the start of the 2021/2022 winter season still over two months away, the natural gas futures market was in full winter mode last week as the price exploded higher. As the daily chart of October NYMEX natural gas futures highlights, natural gas futures eclipsed the $5 per MMBtu on September 8 and rose to a high of $5.058 on September 10. Natural gas has made higher lows and higher highs throughout the 2021 injection season, with the latest highs coming last week. Open interest, the total number of open long and short positions in the natural gas futures market, rose in June and remained elevated as the price continued its ascent. The metric was at the highest level of 2021 last week and the highest level since early 2020. Increasing open interest when a futures market price moves higher is typically a technical validation of a bullish trend. The move above $5 was a significant event for the natural gas market. The monthly chart illustrates that natural gas futures rose above a critical technical resistance level at the November 2018 $4.929 per MMBtu peak. The energy commodity rose to its highest price since February 2014, a nearly eight-year high. The next technical target stands at the 2014 $6.493 high. Meanwhile, natural gas futures had not traded above $5 in September in thirteen years since 2008. At the end of last week, nearby natural gas prices have risen by 251.3% from the 2020 $1.432 low to a closing price of $5.031 on nearby futures on September 10. Heat and storms have been bullish It may be early for natural gas to soar on seasonal factors as the beginning of the withdrawal season in mid-to-late November is still two months away. However, the price had been trending higher as the summer was warmer than average, increasing cooling demand. Moreover, the devastation caused by Hurricane Ida pushed the energy commodity to new highs. In mid-September, we are still in the dangerous period when storms can wreak havoc with natural gas infrastructure along the Gulf of Mexico. Since natural gas replaced coal as the primary energy commodity generating power, cooling during the summer season has seen natural gas demand rise. For many years, natural gas was a winter commodity, but electricity requirements have made demand a more year-round affair. LNG demand is booming Natural gas discoveries and technological advances in extracting the energy commodity from the earth’s crust via fracking fostered a new demand vertical. In the past, natural gas only traveled by pipelines, limiting demand to mostly landlocked areas. Liquefication evolved the market as it now travels around the globe to areas where the price is higher. Natural gas prices are rising worldwide. On Thursday, September 9, in an interview on CNBC, Cheniere Energy’s (LNG) CEO said the company is “sold out” of LNG for the next two decades. Cheniere is doing so well it plans to pay shareholders a dividend. LNG shares reached a bottom in 2020 at $27.06. At $88.05 on September 10, the leading US LNG company’s stock was 225.4% higher as it almost kept pace with the energy commodity. The bottom line is LNG demand is booming and has caused natural gas to trickle instead of flow into storage over the past months. US energy policy- lower supplies when the demand is rising- A potent bullish cocktail While the weather, LNG, and overall inflationary pressures have provided lots of support for natural gas prices over the past months, the most significant factor has been the dramatic shift in US energy policy. The Biden administration has put the US on a greener path towards renewable, cleaner energy. Fossil fuels like oil and gas have been pushed aside as the administration addresses climate change. The Obama administration did the same with coal, which became a four-letter word in the US energy sector. The fact is that fossil fuels continue to power the world. It will take decades for technology to replace oil, gas, and coal with wind, solar, and other renewable energy sources. Even if the US and Europe move to alternative energy sources, the world’s most populous countries, China and India, are likely to continue to burn fossil fuels. While natural gas is up 251.3% from the 2020 low, coal gas has done even better. The chart shows that the price of thermal coal for delivery in Rotterdam rose from $38.45 per ton at the 2020 low to $169.55 at the end of last week, a gain of over 340%. In a world starving for energy, fossil fuel prices are on fire. In 2021, the Biden administration canceled the Keystone XL pipeline, banned fracking for oil and gas on federal lands in Alaska, and is increasing regulations and taxes on the fossil fuel industry. Meanwhile, the administration gave the go-ahead for a natural gas pipeline from Russia into Germany. The twenty-year war in Afghanistan ended, but the US war on hydrocarbons to battle climate change is only getting started. Meanwhile, the administration calls climate changes an “existential threat” to the world. It took twenty years, four US Presidents, billions if not trillions of dollars, and many lives to replace the Taliban with the Taliban. It seems a bit hypocritical to transfer the production and pricing power in crude oil back to OPEC+. It took decades for the US to achieve energy independence. The current administration has replaced OPEC+ with OPEC+. Oil, natural gas, and coal are fossil fuels. Climate change is a global issue. The world continues to depend on these commodities. The US retreat only hands to other countries that will now dominate pricing. Moreover, the transfer occurs as the demand is exploding, putting more upside pressure on traditional energy prices. Approximately ten weeks to go in the injection season- Inventories are low In around ten weeks, the natural gas market will move into the 2021/2022 withdrawal season, when inventories begin to decline as heating demand rises. We are moving into the peak demand season with stockpiles at low levels. As of September 3rd, 2.923 trillion cubic feet of natural gas were stored throughout the United States in preparation for the upcoming winter season. Stocks are 16.8% below last year’s level and 7.4% under the five-year average for the beginning of September. At the end of the 2020 injection season, natural gas stocks rose to a high of 3.958 trillion cubic feet. An average injection of over 100 bcf per week would lift inventories to that level. The robust demand for LNG, lower production, and the regulatory environment under the current administration means that there will be the lowest level of natural gas in storage at the beginning of the winter months in years. A cold winter could cause a shortage of the energy commodity. Meanwhile, heating homes will be costly during the coming winter season. If temperatures are colder than average, the bullish party could become parabolic for the volatile energy commodity. Natural gas reached a milestone over the past week as the price moved above the $5 per MMBtu level for the first time since 2014. In early July, NYMEX crude oil traded at its highest price since 2014. Coal is at a thirteen-year high. The Taliban now controls Afghanistan, again. The US was formerly the world’s leading energy producer. The current green energy path means that energy independence has also slipped through the administration’s fingers. Bull markets rarely move in straight lines. Corrections can be fast and furious. However, the trends remain higher, and a new set of fundamentals support higher lows as the bullish fossil fuel frenzy is no flash in the pan. -- Use the link below to sign up for early access to articles. Trading advice given in this communication, if any, is based on information taken from trades and statistical services and other sources that we believe are reliable. The author does not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects the author’s good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice the author provides will result in profitable trades. There is risk of loss in all futures and options trading. Any investment involves substantial risks, including, but not limited to, pricing volatility, inadequate liquidity, and the potential complete loss of principal. This article does not in any way constitute an offer or solicitation of an offer to buy or sell any investment, security, or commodity discussed herein, or any security in any jurisdiction in which such an offer would be unlawful under the securities laws of such jurisdiction.
NYMEX:NG1!Long
by Andy_Hecht
1
Liquid Natural Gas #LNG #NatGas Long / Short Term ViewLNG has a long history of not getting any love. Famously, in 1971...a Russian oil rig fell into a crater filled with LNG. They figured the best move was not to capture the LNG...but to use it to burn the oil rig. 50 years later...that crater is still burning...and is known as the Door to Hell . LNG has often been thought of a cheap, plentiful energy source...and a second cousin to oil....a distant second cousin. As you can see in the chart... it has experienced some dramatic price spikes since 2000....usually amid extreme heat or cold spells. Due to the short duration of the temperature anomalies, the price drops just as quickly as it spiked. However, this time is different. We are at the beginning of a global energy transition. Earlier this year, governments from around the world have backed the " net zero by 2050 " goal. This essentially means the world is pushing for a drastic reduction in the use of fossil fuels. We are rapidly increasing renewable energy production...however...this 2050 goal is very ambitious for a world energy infrastructure built for oil. The most pragmatic experts agree that fossil fuels will still be in use by then...though greatly reduced. And of the carbon producing fuels...liquid natural gas must play a greater role in the world's energy infrastructure. So the long term fundamental view look almost inevitably bullish. Recently we have seen a supply disruption as a pipeline segment in Arizona exploded...tragically killing 2 people. (Story sourced from Leticia Gonzalez twitter ). In addition, Hurricane Ida disrupted supply production while temperatures have remained elevated, causing a greater demand. As always...markets don't move is straight lines. However, I see demand for LNG continuing to increase globally for a long time. *While writing this...Nat Gas jumped $0.20...breaking short term resistance...currently sitting at $4.855
NYMEX:NG1!Long
by cwmetz
ETHUSDT Daily S/R| Price Action| Trend| Trade Evening Traders, Today’s analysis – ETHUSDT – trading at a key support that has been respected on multiple attempts, Points to consider, - Price Actin Corrective - Daily S/R Support - Daily S/R Resistance - Low Volume - Rotation ETHUSDT’s immediate price action is trading at a key support that allows for a bullish bias. The current objective is the swing high, exceeding this level will increase the probability of a trend continuation. The current volume is below average, an influx is highly imminent when an impulsive move comes – rotation to the highs. Overall, in my opinion, ETHUSD is a valid long with defined risk, price action is to be used upon discretion/ management. Hope this analysis helps Thank you for following my work And remember, “Trading mastery is a state of complete acceptance of probability, not a state of fight it.” ― Yvan Byeajee
Long
by The_Alchemist_Trader_
Abaxx Technologies $ABXX /$ABXXF TANotes state my thoughts on the matter. I could see price being supported by the LR mean if a roll over does occur. There is SPECULATION that Abaxx may be awarded its clearing house license over the coming week. This may provide the catalyst to push Abaxx out of its DTL. I am holding long shares and looking to see some tight price action in the +3SD channel to set up a push up. Abaxx is a pre-rev company and trades on the NEO exchange in Canada. It trades OTC on the QX by the ticker $ABXXF. You can expect spreads of up to 0.05. I recommend Limit Buys. As always do your own due diligence before buying a security, especially a pre-rev one. And follow your own trading rules. Cheers, Luke
NEO:ABXXLong
by LeBelleChart
1