I'm sensing a major shift in geopolitics going on with Russia starting to get more aggressive militarily. If they invade Ukraine it is going to have a major paradigm shift for the rest of the European countries. They will suddenly start to realize they'll need to diversify away from Russian gas. So demand for LNG on the global market is going to soar.
I'm sensing this could spark a new bull market in LNG and anyone who has export terminals in countries with low gas prices is going to make a killing by owning the LNG export terminals.
To make the proposition even more appealing, many of these oil and gas companies are trading at stupid cheap valuations.
Thoughts?
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