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Parent Post: America's Ace In the Hole Natural Gas Don't Bet On It Bet With It
rick
·
5/14/2026, 10:20:52 PM
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The LNG boom only started about 15 yrs ago. It takes a while to figure out what to do with it. It requires cryogenic shipping and there aren't enough refineries or anything else for it right now. It isn't going to be the most profitable thing for suppliers either. The demand and paydays will be for the companies that ship it, refine it, process it etc. Companies will have varying "take-or pay" contracts so there is due diligence to be done here.  
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rick
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5/14/2026, 10:22:45 PM
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Countries across the pond really need it now but there are issues with that too. [U.S. Energy Exports Hit Records as World Adjusts to a Closed Persian Gulf](https://archive.ph/6pofd) Maybe stick close to home? 
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