Real Assets
Over the next 5 years, a multitude of natural gas export terminals are scheduled to commence operations. This will expand exported US volumes of liquified natural gas (LNG) from roughly 14 BCF/d to over 26.5 BCF/day by 2030. This growth in US markets will occur in tandem with similar projects in Qatar and Australia. Regardless of the source country, all of these molecules need to hit the open waters. Part 4 of this series will be centered on companies that operate LNG vessels.