Plays on LNG Exporting?

MrCheapo said:

So I own a lot of US NG mid streams (pipeline companies, compression companies, refiners etc). I think natural gas is going to be an intermediate fuel source until solar/wind/nuclear really take over.

Further with Russia invading a lot of their markets will be taken over by "friendly" countries.

I wanted to put together a basket of Australian stocks focusing on NG and in particularly LNG. But it seems there are just three major ones? Santos, BHP and Woodside? All are upstream companies (i.e. producers). Can one not invest in mid-streams that own the pipelines, the compression the refinement etc as we do in the US?

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MrCheapo said:

So I own a lot of US NG mid streams (pipeline companies, compression companies, refiners etc). I think natural gas is going to be an intermediate fuel source until solar/wind/nuclear really take over.

Further with Russia invading a lot of their markets will be taken over by "friendly" countries.

I wanted to put together a basket of Australian stocks focusing on NG and in particularly LNG. But it seems there are just three major ones? Santos, BHP and Woodside? All are upstream companies (i.e. producers). Can one not invest in mid-streams that own the pipelines, the compression the refinement etc as we do in the US?

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Value Collector said:

Have you looked at APA.

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divs4ever said:

have you considered APA a dominant player in Aussie gas pipelines ??

( i do not hold APA )

cheers

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divs4ever said:

also if memory serves me correctly AGL has some gas- pipeline assets

( i do not hold AGL )

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Value Collector said:

Also they own solar, wind and gas power stations, and electricity transmission between states.

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Value Collector said:

I am not sure, APA used to be part of AGL until 2000, I am pretty sure AGL put all their pipelines in APA and then split it off.

But I guess AGL might have some minor pipelines some where, you would have to check.

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divs4ever said:

but the original poster was focused on natural gas ( i suspect ones that actually make a profit )

Australia is a relatively small pond , so to scale up your business ( and not be turned into a mummy by ACCC red tape ) you need several different types of assets

i guess it depends on if we elect a 'fossil fuel-friendly ' government next time

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MrCheapo said:

Thanks. I was particularly interested in LNG for exporting to Asia and the EU. I looked at APA and it seems like a decent fit. Thanks.

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Value Collector said:

Have you looked at APA.

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Value Collector said:

Check out Apa’s recent announcements about the pipeline they are building to connect the resources in NT to their grid. these are a absolutely huge resources and connecting them to the APA grid not only will bring them to southern markets, but also potentially to the LNG export terminals in Qld and NT.

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Skate said:

APA's recent plummet has pushed it into the oversold territory, signalling a potential near-term rally. However, investors should exercise caution before jumping in, as the stock is still firmly entrenched in a downtrend.

While the oversold condition suggests that the recent momentum is unsustainable and a bounce could be imminent, it's crucial to remember that the stock's overall trend is still bearish. Therefore, any near-term rally should be viewed as an opportunity to sell, rather than a signal to buy. The second rally could be a speculative buy.

Skate.

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