Long term Bull market for LNG is just getting started !!!

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Long term Bull market for LNG is just getting started !!!

文章ezone2k » 週四 3月 31日, 2011年 12:11 am

Long term Bull market for LNG is just getting started.

P.S. I am asking all of fellow the 168 members to find the BEST stock to ride this BULL ! :inv168_27: :inv168_27: :inv168_27:

http://stocks.investopedia.com/stock-an ... er=YahooSA

Liquefied Natural Gas Expands
Posted: Mar 24, 2011 10:32 AM by Aaron Levitt

Filed Under: Business,Energy,Stock Analysis,Stocks,Swing Trading
Tickers in this Article: CHK, CVX, GEX, GLNG, LNG, PTR, RDS-A, RDS-B, TGP

As nations around the globe continue to grapple with the nuclear crisis in Japan and the rising energy demand around the globe, various new energy alternatives are being explored. Various governments have taken a pause from their nuclear ambitions to re-evaluate and they have taken steps to add an assortment of energy production to their power generation pies. Funds like the Market Vectors Global Alternative Energy ETF (NYSE:GEX) have risen in the wake of the crisis. However, replacing gigawatts worth of lost energy is no easy task. While solar, wind and biofuels will all get their place in the sun. One choice is already heating up.

TUTORIAL: Commodities

A Growing Market
With the United States love affair with shale gas, most investors are not familiar with liquefied natural gas (LNG). Essentially, LNG is gas that is cooled under pressure and converted to a liquid for transport by tanker ships to markets not connected by pipelines. The fuel is then converted back to a gas at various import terminals. Analysts estimate that global production capacities of LNG will more than double by the end of the decade and LNG imports are seen as growing an incredible 8.2% per year over that time. Over the next 30 years, the Internatinoal Energy Agency (IEA) predicts that this growth will require a $250 billion investment in liquefaction plants, coastal re-gasification import terminals and special tankers. Unlike the U.S., in the Asian Pacific, the market for LNG fuel sources is booming. Indonesian demand for LNG will require up to 70 new small-scale power plants by 2020 and Philippines will require up to 45 plants. The estimated demand for northern Vietnam is around seven power plants. Japan is the already the largest importer of LNG in the world, accounting for 36% of global LNG imports in 2009. The loss of nearly 10% of its nuclear capacity will have it looking at increasing its use of LNG sources. (learn more in ETFs Provide Easy Access To Energy Commodities.)

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Currently, the Middle East nation of Qatar leads the world in liquefied natural gas exports. However, Australia is undergoing a massive infrastructure expansion project in the sector and is expected to eclipse Qatar's production with 10 years. Australia's proximity to the faster growing Asian emerging markets will undoubtedly help its LNG plans. Chinese energy company, PetroChina Company (NYSE:PTR) has already agreed to buy about $41 billion worth of Australian LNG over a 20-year time frame. This deal, plus purchase agreements from India and other South East Asian nations, will cement the growth of LNG in that region of the world.
Playing the Expansion of LNG
Japan had planned large increases to its nuclear power output to meet its energy needs. Thirteen reactors, or about 17,800 MW, are in planning stages and could be shelved, given the recent crisis. These megawatts will most likely be made up with LNG. The rest of Asia will continue to use the fuel source in increasing amounts as the new infrastructure is built. With the long term bull market in LNG just getting started, investors may want to commit some capital to the sector. (Mutual funds devoted to keeping roads, structures and communities safe can make you money, see Build Your Portfolio With Infrastructure Investments.)

Australia's Gorgon field could hold as much as 50,000 billion cubic feet of gas and is one of the major LNG projects under way in the nation. Several Japanese utilities have agreed to purchase fuel from Gorgon and India signed a 20 year, $25 billion deal for a share of its imports. Chevron Corp. (NYSE:CVX) owns nearly 50% of the reserves and minority partner, Royal Dutch Shell (NYSE:RDS-B, RDS-A) is already a leader in Asian LNG, with projects in Malaysia, Brunei and East Russia. Both represent great plays in the LNG market.

Both Teekay LNG Partners (NYSE:TGP) and Golar LNG (Nasdaq:GLNG) represent plays on shipping that gas to other markets. Shipping rates have doubled from less than $30,000 a day to over $60,000 since the summer. While both tend to operate on longer-term contracts, any increased charter pricing will benefit the pair as these contracts are renewed.

Finally, Cheniere Energy (NYSE:LNG) and Chesapeake (NYSE:CHK) are working on building the first liquefaction plant in the U.S. in over 40 years. The plant could start exporting LNG by 2015 and could be huge for the domestic natural gas industry.

Bottom Line
The scope of the Japanese crisis has many nations wondering about how they will meet the demand for-ever increasing fuel requirements. One possible and growing solution is that of liquefied natural gas. Overall, long-term demand for LNG is growing and newly built infrastructure will help spur on that demand. Investors with long term timelines may want to consider adding some capital to the sector.

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By Aaron Levitt
最後由 ezone2k 於 週四 3月 31日, 2011年 12:24 am 編輯,總共編輯了 2 次。
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Re: Long term Bull market for LNG is just getting started !!

文章ezone2k » 週四 3月 31日, 2011年 12:15 am

By Neil Behrmann London Correspondent 2011-03-30

Natural gas is the best alternative energy source

THE door has opened wide for governments to focus their attention on natural gas as the main alternative energy to oil. Surely after the umpteenth Middle Eastern crisis and the nuclear disaster in Japan, will policy makers at last appreciate that natural gas is the best alternative energy? That it is better than dirty coal and far more practical than renewable energy such as wind and solar power?

The shift towards renewable energy should continue but it is natural gas that should be the next goal for nations wishing to reduce dependence on oil from the unstable Middle East and volatile Nigeria, Venezuela and unpredictable Russian leaders.

To be sure, natural gas, which also has a much lower carbon and greenhouse gas impact than other fossil fuels, is already an important energy source. According to the latest BP Statistical Review of World Energy, oil accounts for 34.8 per cent of global energy consumption, followed by coal at 29.3 per cent, natural gas at 23.8 per cent, hydro power 6.6 per cent and nuclear energy 5.5 per cent.

Ahead of the earthquake and tsunami in Japan, many nations were focusing on more nuclear power. Proponents of this energy source say the extent of the disaster was unpredictable and nature was to blame. But questions are being asked why a disaster-prone nation such as Japan has built nuclear power plants on faultlines.

Indeed seismologist Yukinobu Okamura of Japan's Nuclear and Industrial Safety Agency warned in a safety review meeting of Tokyo Electric Power Company in June 2009 that its plants were vulnerable to tsunamis 'of a completely different scale'. Defences of the ageing plant had to be improved, he cautioned, warning that a quake in the ninth century had destroyed a castle. Mr Okamura's fears illustrate the fact that numerous nuclear plants around the world have safety measures slanted on the optimistic rather than pessimistic probabilities of future hazards.

The inevitable result of the latest disaster will be a shift away from nuclear power in the short and medium term and a move to improve safety measures in ageing and new plants coming on stream. This will add substantially to the cost of nuclear power for stations which are already facing uranium prices that have surged in the past decade.

Coal prices have also soared in tandem with oil. In contrast, the US natural gas is currently trading around US$4.4 per one million BTUs (British thermal unit) compared with peaks of around US$12 to US$14 in 2006 and 2007. At the moment, oil is three times as costly as natural gas for a given amount of energy (US$12 per million BTUs, compared with US$4 per million BTUs).

Asian consumers tend to purchase liquefied natural gas (LNG) which is more expensive than piped gas as it must be cooled well under freezing point to be liquefied for shipment. Asian LNG prices have also been linked via complex formula to oil price trends. That link is expected to change for the benefit of consumers, according to energy academics. This will reduce the cost of LNG. Global natural gas production rose by 28 per cent since 1999 to 2,987 billion cubic metres, while global proven gas reserves have soared by 53 per cent since 1989 and by 26 per cent since 1999 to 187.5 trillion cubic metres.

The biggest producer with huge shale reserves is North America with 27 per cent of the total production. Russia accounts for 18 per cent, while output in China and the Asia-Pacific region accounts for 15 per cent, above the Middle East's 14 per cent. Higher reserves and rising production imply that piped natural gas prices and LNG quotes will remain much lower than oil prices, unless the latter declines sharply. The stumbling block for natural gas is environmental as the gas tends to be extracted from deep and hard shale rocks. But this is a minimal ecological hazard compared with the potential of radioactive releases from stricken nuclear plants and spent fuel.

According to Aubrey McClendon, chief executive of Chesapeake Energy Corporation, US shale reserves can supply natural gas for the next 200 years. This is more energy than Saudi Arabia's 200 billion barrels of oil reserves, he estimates. Indeed America has the potential to become a major global exporter of LNG.

The US imports approximately 60 per cent of the oil that it consumes, costing more than US$1 billion a day, according to Mr McClendon. There is currently a Natural Gas Act pending in Congress that could diminish motorists' addiction to oil. The legislation would introduce clean natural gas as the fuel of choice for heavy, medium and light-duty truck fleets in the US. Once truck fleets have been converted to natural gas (in the form of LNG) and natural gas refuelling pumps have been added to many garages, passenger cars can be converted to compressed natural gas. This conversion process would save electricity consumers and American, European and Asian motorists many hundreds of billions of dollars, boost world trade and the global economy.
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Re: Long term Bull market for LNG is just getting started !!

文章ezone2k » 週四 3月 31日, 2011年 12:17 am

塗露芳 2011-03-24
















據透露,在陝京三線投產的基礎上,陝京四線、五線將陸續啓動建設,明年北京天然氣供應還將新添煤制氣非常規氣源。與大唐集團合作利用內蒙古褐煤資源生產的天然氣,明年計劃向北京供應12億至13億立方米,並逐步達到每年40億立方米的供應量,成為北京第二大氣源。本報記者 塗露芳
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Re: Long term Bull market for LNG is just getting started !!

文章ezone2k » 週四 3月 31日, 2011年 12:18 am

中國經濟 2011-03-24

五年內3500 億建油氣管

中國石油規劃總院海外管道研究機構副主任寇忠表示,初步預測,未來五年油氣管線建設共需約3500 億元(人民幣,下同),其中天然氣管道建設需要2500 億元。

寇忠昨日出席「2011 國際石油石化裝備產業發展論壇」時透露,未來五年,中國的油氣管道幹線建設需要的鋼管總重約1600 萬噸,其中天然氣管道需1250 萬噸,原油管道需150 萬噸,成品油管道需200萬噸。「其中成品油管道需要500 億元,原油管道需要500 億元,新建國家戰略儲備基地需要800 億元。」

寇忠稱, 「中石油將新建天然氣管道2 萬公里,總里程達4.2 萬公里,建設一批LNG 接收站,20-30 個儲氣庫。」他預計,2015 年全國天然氣資源量2600 億立方米,其中中石油為1200 億立方米,屆時中石油進口氣800 億立方米。此外,天然氣壓縮機、配套燃氣輪機和電機的總功率將超過200 萬千瓦。泵機組的改造和新建數量預計達到1000 台左右。

近年來,中國石油的天然氣年產量增長率在15%以上, 「十二五」將繼續保持強勁的發展勢頭,形成年產量超100 億立方米的塔里木、川渝、長慶3 大核心供氣區,其天然氣產量合計佔中國石油總產量的75.5%。寇忠認為,目前中國石油天然氣儲採比總體保持在40%以上,具有持續上產的潛力,他又預計「十三五」末年產量與石油持平。
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Re: Long term Bull market for LNG is just getting started !!

文章ezone2k » 週四 3月 31日, 2011年 12:22 am

核能入冷宮 天然氣料得寵


轉化清潔能源 石油成本高





油輪需求增 造船業勢受惠

  首爾資產公司Mirae Asset指,核危機可能令供應本已短缺的液化天然氣油輪,定單進一步增加。Mirae分析師Lee Sokje表示,地震成為造船業一個重大事件,由於液化天然氣成為替代能源之一,將令需求上升,令供應本已不多的運載油輪更加短缺。相關油輪定單增加,亦令現代重工、三星重工及其他南韓造船廠得益。

天然氣商船 10年內普及 具減碳概念,一旦港口加氣設施建置完善,航商將大量採購





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Re: Long term Bull market for LNG is just getting started !!

文章ezone2k » 週五 7月 15日, 2011年 11:57 pm

國內最大LNG客車 推廣項目落戶長三角



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Re: Long term Bull market for LNG is just getting started !!

文章ezone2k » 週六 7月 16日, 2011年 10:31 am


【本報綜合報道】礦業巨擘必和必拓昨日公佈,以 121億美元(約 944億港元),購入美國頁岩天然氣公司 Petrohawk,每股作價 38.75美元,較其前日收市價高出 65%,這是必和必拓有史以來金額最大宗收購。

高市價 65%收購
必和必拓行政總裁 Marius Kloppers預期,合併後首年有望為公司的盈利帶來正增長,遂堅持以高出市價 65%的溢價作出收購。他認為 Petrohawk的吸引之處在於,它於北美地區擁有龐大而流動性高的天然氣銷售市場。他指出,在收購同類公司時,大部份的金額是用作支付天然資源的價格。
有分析指 Petrohawk的股價在同業中被低估,主要因為公司早前致力發展其資產的投資組合令資金緊絀,收購價反映必和必拓明年的市盈率為 7.5倍,與其他同業相若。由於必和必拓於上月剛完成 100億股的回購計劃,及投資擴充其位於澳洲的鐵礦開採工程,投資者正密切注視公司的資金充足狀況。
今年 2月,必和必拓亦成功以 47.5億美元,收購切薩皮克能源公司( Chesapeake Energy)位於阿肯色州地區的天然氣資產,為其首次涉足美國頁岩天然氣業。近年,頁岩天然氣因其排碳量低而備受多間大型石油公司包括埃克森美孚( Exxon Mobil)、英國石油公司( BP)等追捧,亦被視為煤炭發電的更好替代品。
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Re: Long term Bull market for LNG is just getting started !!

文章ezone2k » 週二 7月 19日, 2011年 2:16 pm


2011/07/19 14:11

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Re: Long term Bull market for LNG is just getting started !!

文章ezone2k » 週三 7月 27日, 2011年 5:42 pm

P.S. Buy 135 at every dip....

2011/07/27 17:22

  《經濟通通訊社27日專訊》據《新華社》報道,中石油(00857)(滬:601857)母公司中石油集團表示,今後將大力發展該清潔能源,到2015年天然氣產量將達1200億立方米,使其在中國一次能源結構中的比重由3﹒8%上升到10%。  報道指出,「十二五」期間,中石油將著力建成4個儲量規模超過萬億立方米的大氣田。  中石油集團2010年生產天然氣超過700億立方米,於公司油氣產量中的比例由2000年的12﹒4%上升到35﹒4%。(vl)
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Re: Long term Bull market for LNG is just getting started !!

文章go2 » 週三 7月 27日, 2011年 8:09 pm

佢老細講做 LNG Engine 先係佢地未來五年嘅大茶飯。將來做船反而係次業務。如果你信佢的話…
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Re: Long term Bull market for LNG is just getting started !!

文章kennyice » 週三 7月 27日, 2011年 10:51 pm

資料好多. 留明先
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Re: Long term Bull market for LNG is just getting started !!

文章ezone2k » 週一 11月 21日, 2011年 1:00 am

三巨頭爭奪LNG市場 民企當看客


日 前,中石油遼寧大連和江蘇如東兩大液化天然氣(LNG)接收站分別迎來了其第一船LNG。







大連LNG接收站建設共分兩期,一期建設規模為年300萬噸,設計供氣能力為年42億立方米;二期建設規模為年600萬噸,設計供氣能力為年84億 立方米。LNG在大連接收站經過氣化後,將通過大連至瀋陽輸氣管道與東北和華北輸氣管網相連,供氣範圍可覆蓋東北和部分華北地區。  

江蘇如東LNG接收站也分兩期建設,一期建設規模年350萬噸,年均供氣48億立方米。二期工程建設規模將增至年650萬噸,年均供氣87億立方 米。其接收的天然氣將通過外輸管道和冀寧聯絡線,並實現與西氣東輸一線聯網,向江蘇和西氣東輸管道沿線供氣,同時還將通過LNG槽車充裝外運。


中投顧問能源行業研究員任浩寧對《第一財經日報》記者表示,中海油雖然起步早,但整體實力不如中石油;而中石油儘管在陸氣市場佔有很大優勢,但在沿 海建LNG接收站的速度慢於中海油;對於中石化來說,它的優勢則在於渠道廣闊,但起步太慢,與中海油、中石油的差距正在不斷拉大。




然而,LNG接收站的建設其實只是三大巨頭的盛宴,其他公司和民企都只是看客。任浩寧表示,LNG的進口資質已經放開,新奧集團等企業已獲得天然氣 進口權,但是進口渠道仍然被巨頭壟斷。因此,儘管沒有明文規定其他企業不准建設LNG接收站,但是由於極高的門檻和嚴格的審批政策,使得只有三巨頭具備建 設LNG接收站的條件。

記者瞭解到,中石油在「十二五」油氣管道規劃中已經將連接LNG接收站的管道計劃在內。中石油西氣東輸管道公司副總經理王小平表示,到2015年, 該公司運營的西氣東輸管道里程將超過1.5萬公里,包括接收江蘇、深圳LNG的管道,以及未來在長三角和珠三角新建LNG接收站的管道。
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Re: Long term Bull market for LNG is just getting started !!

文章ezone2k » 週二 4月 3日, 2012年 11:49 pm

大行報告》高盛調整燃氣股目標價 首選昆侖(0135.HK)看14元
2月 20日 星期一 11:57 更新


該行看好具豐富天然氣供應、資產負債表強勁、有穩定客戶群、同時有國產及進口LNG的公司,首選昆侖(0135.HK)(0135.HK - 新聞 - 公司資料),2011-13年盈測上調2-21%,目標價由13.2元升至14元,重申「買入」評級。

亦看好華潤燃氣(1193.HK)(1193.HK - 新聞 - 公司資料),預期2011年純利增57%至11.53億元,主要來自新收購項目。2011-13年盈測上調4-21%,目標價由13.7元微降至13.4元,重申「確信買入」。

新奧能源(2688.HK)(2688.HK - 新聞 - 公司資料)目標價由27.1元降至26.9元,評級「中性」。

北控(0392.HK)(0392.HK - 新聞 - 公司資料)目標價由48元降至46.1元,評級「中性」。

中國燃氣(新聞 - 網站 - 圖片)(0384.HK)(0384.HK - 新聞 - 公司資料)目標價由2.8元升至3.7元,評級「中性」

昆侖能源配股 傳獲淡馬錫RRJ接貨

P.S. 3928 無左, 1083 貴, 384 又未明朗, 無老點你, buy 135 at every dip...

http://www.hkej.com/template/onlinenews ... _id=101317




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Re: Long term Bull market for LNG is just getting started !!

文章水投東 » 週四 4月 5日, 2012年 12:10 am

:inv168_03: look good
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Re: Long term Bull market for LNG is just getting started !!

文章milanolarry » 週二 5月 8日, 2012年 12:59 pm

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