Welcome to the Energy and Capital Weekend Edition — our insights from the week in investing and links to our most-read Energy and Capital and sister publication articles.
Over the last few years, we haven’t held much faith in LNG investments.
Admittedly, it’s difficult for us to jump aboard the LNG bandwagon — especially with the burst of shale activity in both Canada and the United States.
Ignoring those natural gas plays is nearly impossible. Those burgeoning shale plays are one of the primary reasons why liquefied natural gas only makes up 11% of U.S. natural gas imports.
And yet, we’ve been drawn to LNG lately…
Japan’s Growing LNG Demand
As troubling news over Japan’s nuclear reactors continues to surface, the country’s oil and LNG demands are set to increase.
After the March 11th disaster, production at six of Japan’s refineries was halted. This week, only three had started back up.
Although they’ll be able to meet their oil needs during the rebuilding phase, they may come up short when their electricity demand peaks this summer. The shortfall could be as much as 15 million kw.
Furthermore, roughly 30% of Japan’s electricity comes from its nuclear power plants.
So why the surge in LNG imports? Because it’s happened before.
After a 2007 earthquake disrupted Japan’s nuclear power generation, the island nation boosted LNG imports. Last year, Japan’s LNG imports hit a new record of 70 million tonnes.
The country was already the world’s largest LNG importer, and is on its way to another record in 2011.
3 LNG Stocks for Summer
You might want to take a second look into LNG. And there are natural gas stocks that will benefit from higher LNG demand…
Aside from their shale operations in the United States, Anadarko will be in a strong position when Japan’s need for LNG inevitably grows.
Lately, the company has had a winning streak for natural gas discoveries off the coast of Mozambique.
Still trying to sort through the energy markets and find those investment gems?
Here are a few more ideas from the pages of Energy and Capital and our two sister publications to help you get started:
$105 and Rising: Russia’s Greatest Oil Fears Come True
How do you explain losing billions of barrels of oil? While Russia is still scratching their heads for the answer, Chris DeHaemer’s readers have raked in 900% gains with one off-the-radar company that’s drilling the Soviet’s lost oil field. And the best part is their gains have only just begun…
Silver at Record Prices: Doubles in Less than a Year
Publisher Brian Hicks brings readers the second part of a video interview with precious metals guru Greg McCoach, who talks about silver’s move to the fifty-dollar mark.
Profiting from the Shale Boom: The Future of ‘Fracking’
Ever since oil and gas production from shale formations exploded in 2008, companies have been waging a war over the growing controversy with hydraulic fracturing — until now. This little stock is about to gain a major foothold in the U.S. shale market in 2011.
The World Debt Bubble Just Popped: Gold Bears Will Learn the Hard Way
The gargantuan financial risks that exist in our global markets are staggering. Greg McCoach explains how investors can hedge against these risks and protect wealth with gold and silver.
How to Leverage the Worst Business in the World: FAA plus Oil plus F… How Does It All Add Up to 495%?
In a follow-up to last week’s article, Editor Adam Lass explains how to leverage the Black Tide’s next victim for 204%… and the one American company that is taking the Japanese Crisis to the bank.
The Williston Basin: Overlooking Billions of Barrels of Oil
Editor Keith Kohl explains why Obama’s bout of oil amnesia keeps the U.S. addicted to foreign oil.
China’s Next Oil War: Malthusian Oil Grab
Editor Chris DeHaemer reports as China tosses down the gauntlet in the South China Sea.
Ford Set to Gain in the Electric Car Market: How Ford Just Cornered the Electric Vehicle Market
Editor Jeff Siegel discusses how Ford may have just taken the lead in electric vehicle development.
Gulf of Mexico Drilling Permits Back On: More of These Are Coming in Just Days
Editor Ian Cooper takes a look at recent Gulf of Mexico drilling permit approvals and offers several ways to profit as the Administration runs out of options.
The Japan Buying Opportunity: Put On the Blinders, Stay in Your Lane
The takeaway is this: We are at the beginning of a decades-long energy bull market induced by population-driven demand and limited supply… Mining accidents, oil spills, and earthquakes don’t change that.
Three Signs for the End of Gold: Two Miles Down in Durban Deep
Editor Christian DeHaemer describes for readers his trip into Durban Deep and explains why the end of gold is nigh…
Enjoy the weekend,
Keith Kohl
Editor, Energy and Capital
