Öl, Erdgas: US-Erdgas bald gratis? Chancen für Value-Investoren! - 500 Beiträge pro Seite | Diskussion im Forum

[Nachrichten [wO]]

Wir möchten Sie an dieser Stelle auf den denkwürdigen Preisverfall des Erdgases auf dem US-Markt hinweisen: Dort kostet der fossile Energieträger so wenig wie seit zehn Jahren nicht mehr. Die Preise liegen inzwischen knapp unter 2 US-Dollar je eine Million BTU, was für die Einheit British Thermal Units steht. Wie Sie im Chartbild sehen, kennt US-Erdgas insbesondere seit dem Sommer 2011 nur noch eine Richtung, und zwar nach unten.

Lesen sie den ganzen Artikel: Öl, Erdgas: US-Erdgas bald gratis? Chancen für Value-Investoren!

[kleinspekulant]

Wer sich für Shale Gas interessiert, könnte sich ja auch mal diese Dokumente ansehen:

http://www.nytimes.com/interactive/us/natural-gas-drilling-d…

Dass dieser Aspekt im Artikel nicht erwähnt wird, wirft ja ein besonderes Licht auf den Premiumdienst

[Svenku]

Aber dass die Preise fallen kann man ja nicht nur negativ bewerten. Für die die das Gas verkaufen sicherlich, aber für die restliche Industrie in Amerika kann das ja wohl nicht gelten.
Durch die sinkenden Energiekosten haben sich neue Firmen angesiedelt und auch bestehende können durch die Einsparungen auf der einen Seite Ausgaben leisten die vorher nicht drin waren. Somit schafft das ganze (von den Gasfirmen mal abgesehen) neue Arbeitsplätze und die braucht Amerika ganz bestimmt.
Näheres zu dem Thema hab ich auf der folgenden Seite gefunden:
http://www.finance-magazin.de/maerkte-wirtschaft/weltwirtsch…

[rammsteinacdc]

hallo ist hier jemand investiert????????????

[R-BgO]

nein, aber hier Thread: Cheniere Energy Partners - betreibt Sabine Pass Terminal als MLP

[rammsteinacdc]

hallo jemand mit von der partie? bin seit 8 euro dabei

[R-BgO]

Antwort auf Beitrag Nr.: 47.354.768 von rammsteinacdc am 22.07.14 22:36:22

habe mir jetzt ein paar Ansichtsstücke geholt, um mich auch hier zum Mitlesen zu animieren

[R-BgO]

Cheniere secures USD 2.5 billion funding for Corpus Christi liquefaction project

Houston-based LNG player Cheniere said it has won US$ 2.5 billion in financing for its Corpus Christy liquefaction project in the U.S.

Investment funds managed by EIG have agreed to purchase approximately $1.5 billion of convertible notes with the proceeds being used as equity to fund a portion of the costs of developing, constructing and placing into service the Corpus Christi liquefaction project, Cheniere said in a statement on Tuesday.

RRJ Capital managed investment funds would purchase, in aggregate $1 billion notes, with the proceeding being used again for the purposes of funding a portion of the development and construction costs of Corpus Christi project. RRJ will have the right to transfer a portion of the convertible notes to Temasek Holdings and its affiliates.

After acknowledging the agreements with both investment funds, Cheniere’s CEO Charif Souki said the project is making progress and it is expected to commence construction in early 2015.

Corpus Christi liquefaction project is being designed for up to three trains with an expected aggregate annual production capacity of approximately 13.5 mtpa.

[R-BgO]

KMI signs Contract with Cheniere

Kinder Morgan said that Kinder Morgan Texas Pipeline, Kinder Morgan Tejas Pipeline and Tennessee Gas Pipeline Company have entered into 15-year firm transportation agreements and a multi-year storage agreement with Cheniere Energy through its unit, Corpus Christi Liquefaction.

Under the agreements, KMI will provide 550,000 dekatherms per day of firm natural gas transportation service, as well as 3 billion cubic feet of natural gas storage capacity to serve the LNG export facility being developed near Corpus Christi.

The project is being designed and permitted for up to three trains, with aggregate design production capacity of approximately 13.5 million tonnes per annum of LNG. The natural gas transportation service can be increased to 800,000 Dth/d upon the completion of certain conditions in the Kinder Morgan Texas Pipeline agreement.

KMI will expand its existing Texas intrastate pipeline system in South Texas to provide 250,000 Dth/d of firm transportation and 100 percent of the storage services, and expand its TGP pipeline to provide 300,000 Dth/d of firm transportation from various Zone 1 receipt points near its Station 87 Pool located in Portland, Tennessee.

The construction of the facilities necessary to support these services will be coordinated with the startup of the LNG export facility, which is expected in 2018/2019. KMI expects to invest approximately $187 million for this project.

[R-BgO]

Cheniere finalizes USD 1.5 bln equity investment for Corpus Christi with EIG

Houston-based LNG player Cheniere said that it has entered into a note purchase agreement with EIG Management Company.

The companies finalized the definitive documentation for the previously announced financing under which investment funds managed by EIG will purchase $1.5 billion of convertible notes.

Proceeds from the financing will be used as equity to fund a portion of the costs of developing, constructing and placing into service the Corpus Christi Liquefaction Project, which is being designed for up to three liquefaction trains with an expected aggregate annual production capacity of approximately 13.5 mtpa. The financing is scheduled to close once Cheniere reaches a positive final investment decision on the liquefaction project, expected in the first half of 2015.

All financing commitments have been obtained for the liquefaction project, including a portion of the proceeds from $1 billion of convertible notes issued by Cheniere Energy in November 2014 and the recently revealed approximately $11.5 billion of debt commitments received from several financial institutions in December 2014.

[R-BgO]

Report: Cheniere completes first spot LNG sale

LNG player Cheniere, based in Houston, has reportedly sold its first spot LNG cargo last week.

Sources told Platts that the maiden trade was completed at $7.20 per mmBtu and the cargo will be delivered onboard the 162,000 cbm Clean Ocean LNG carrier in July to an Asian buyer.

Cheniere has chartered the vessel from Dynagas on a five-year deal ending in the second quarter of 2020 with an option to extend the deal for additional two years. The vessel has been chartered together with two Teekay’s 173,400 cbm LNG carrier newbuilds under construction by Daewoo Shipbuilding & Marine Engineering of South Korea scheduled for delivery in the first half of 2016.

Cheniere plans to market up to 5 mtpa of LNG from its US-based export projects through its office in Singapore.

The Clean Ocean LNG carrier is currently on idle offshore Singapore, according to shipping data.

[R-BgO]

interessant:

http://www.valuewalk.com/2015/09/cheniere-energy-jim-chanos


Jim Chanos Announces A New Short Position In Cheniere Energy

Jim Chanos, the legendary short seller who made a name for himself by betting against Enron, announced on CNBC this morning that his hedge fund, Kynikos Associates, has built a new short position in liquefied natural gas player Cheniere Energy.

Chanos called Cheniere Energy a "looming disaster," based on the stock's high valuation, debt levels and the oversupply of LNG to the market. "LNG demand isn't growing anymore. We already have excess capacity, and we're about to pretty much almost double the capacity globally over the next four years," he said.

Chanos continued, "with the stock at 30 times 2020 earnings, with the upside coming from a glutted market...we think the risk-reward in this, given where other LNG plays are in Australia and elsewhere, is just completely out-of-whack."


Cheniere bulls
Chanos' move has pitted him against legendary hedge fund manager Seth Klarman and Carl Ichan, both of whom have built sizable long positions in Cheniere.

At the beginning of August, Carl Icahn announced an 8.2% stake in the liquefied natural gas company and his representatives said that they intended to have talks with the company’s management and board about operations, capital expenditures, financing and executive compensation. A few weeks later, Cheniere reached an agreement with Carl Icahn and named two Icahn Capital LP managing directors to its board.

Renowned value investor Seth Klarman also holds a large position in Cheniere. According to SEC filings, Klarman's Baupost hedge fund owns 15.37 million Cheniere shares, which make up just under 18% of the fund's public equity portfolio and 6.5% of Cheniere's outstanding stock. At time of writing, this holding is worth around $850 million.


Remains a mystery
It remains a mystery why Seth Klarman has decided to go overweight Cheniere; it's hardly a traditional value stock. But Seth Klarman does many things ordinary investors can't, or won't do.

But it's clear that there is some value to be found in Cheniere's long-term LNG supply agreements. The company s preparing to export the first major amounts of US natural gas by sea later this year from its plant on Louisiana's Gulf Coast and has signed deals with buyers to purchase the gas over 20 years.

These multi-decade contracts promise to generate billions of dollars annually in steady cash flow once gas shipments begin. However, the group has reported a loss every year since it was founded two decades ago.

[R-BgO]

Engie strikes 5-year LNG SPA with Cheniere

France’s Engie said it has executed a 5-year deal with US LNG player Cheniere to buy up to 12 LNG cargoes per annum.

According to the agreement, the cargoes will be delivered ex-ship at the Montoir-de-Bretagne regasification terminal in France from Cheniere’s Corpus Christi and Sabine Pass LNG export plants currently under construction in Texas.

The sales price for the LNG cargoes is linked to Northern European indexes. The deliveries will start in 2018, Engie said on Wednesday.

The US LNG can alternatively be shipped to other European terminals, the French company added.

[R-BgO]

Report: Production starts at Sabine Pass LNG

Production of liquefied natural gas at Cheniere’s Sabine Pass liquefaction facility kicked off, according to the one of the project’s financiers, ING Capital.

Richard Ennis, head of natural resources at ING told Bloomberg that the facility is receiving about 50 million cubic feet of feed gas per day, liquefying it and preparing for export.

Cheniere has not responded to an email by LNG World News seeking confirmation of the production start by the time this article was published.

Cheniere’s former CEO Charif Souki earlier said that the first cargo will leave the facility in January, and Ennis added that the project is on schedule to achieve that as the storage tanks should have a shipload ready during the month.

Sabine Pass facility will have a total of six liquefaction trains all producing approximately 4.5 mtpa of LNG and it is expected that all six will be commissioned by 2018.

The initial cargo from the plant will be loaded onboard a BG Group’s LNG carrier as the UK-based company is contracted to take the first shipment.

[R-BgO]

Antwort auf Beitrag Nr.: 51.423.501 von R-BgO am 06.01.16 13:21:18

Update: Cheniere confirms it will ship first LNG export cargo in Jan

(Updated with a response by a Cheniere spokesperson, 06.01. 2016)

U.S. LNG player Cheniere confirmed it will send the first cargo of chilled gas from its Sabine Pass liquefaction facility this month after the plant recently started producing the fuel.

“We expect first cargo this month,” a Cheniere spokesperson told LNG World News in a brief emailed statement on Wednesday.

The initial cargo from the plant in Cameron Parish, Louisiana will be loaded onboard a BG Group’s LNG carrier as the UK-based company is contracted to take the first shipment.

Richard Ennis, head of natural resources at ING Capital, one of the LNG export project’s financiers, said last week that the Sabine Pass facility is receiving about 50 million cubic feet of feed gas per day, liquefying it and preparing for export, Bloomberg reported.

Cheniere’s Sabine Pass liquefaction facility will be the first of its kind to export cheap and abundant U.S. shale gas to overseas markets.

The facility will have a total of six liquefaction trains all producing approximately 4.5 mtpa of LNG and it is expected that all six will be commissioned by 2018.

[R-BgO]

Antwort auf Beitrag Nr.: 51.430.602 von R-BgO am 07.01.16 09:04:55

und wieder raus ausse' Kartoffeln...:

Cheniere pushes back first Sabine Pass LNG export cargo

Houston-based LNG player Cheniere said Thursday it expects first cargo from the Sabine Pass liquefaction project in late February or March 2016.

The first commissioning cargo from the liquefaction and export facilty in Cameron Parish, Louisiana was initially expected to occur by late January.

According to a statement by Cheniere, instrumentation issues were discovered during the final phases of plant commissioning and cool down that will require some additional work over the next few weeks.

“With construction of Train 1 finished, we remain well ahead of the guaranteed contractual schedule with Bechtel and anticipate no issues in meeting all contractual targets and guaranteed completion dates. Additionally, construction for Trains 2-5 continues to be on an accelerated schedule and these trains are expected to come on-line on a staggered basis,” said Neal Shear, Interim President and CEO of Cheniere.

“Bechtel will hand over care, custody and control of each train as they complete its scope of work,” Shear added.

Cheniere is developing and constructing natural gas liquefaction facilities at its existing Sabine Pass LNG import terminal. The company plans to construct over time up to six liquefaction trains, which are in various stages of development. Each train is expected to have a nominal production capacity of about 4.5 mtpa of LNG.

The company has entered into six third-party LNG sale and purchase deals that in total equate to about 19.75 mtpa of LNG.

Cheniere’s Sabine Pass liquefaction facility will be the first of its kind to export cheap and abundant U.S. shale gas to overseas markets.

[R-BgO]

Antwort auf Beitrag Nr.: 51.498.057 von R-BgO am 15.01.16 09:46:27

Cheniere delays Sabine Pass completion date

U.S.-based LNG player Cheniere Energy has postponed the completion date for the first liquefaction train at its Sabine Pass LNG export terminal in Louisiana.

“Actual project progress supports the achievement of substantial completion for Trains 1 and 2 by May 2016 and August 2016, respectively,” Cheniere said in the latest construction report filed with the U.S. FERC.

These dates are two months later than the company predicted in the November report.

Houston-based Cheniere has also delayed the first cargo from the Sabine Pass liquefaction project to late February or March 2016.

The first commissioning cargo from the liquefaction and export facilty in Cameron Parish, Louisiana was initially expected to occur by late January.

Cheniere also delayed the substantial completion date for the second Sabine pass liquefaction train to August from June.

Trains 3 and 4 targeted substantial completion dates remained April 2017 and August 2017, “with schedule recovery expected in the summer of 2016 as labor resource is transitioned from Stage 1 onto Stage 2″, Cheniere said in the report.

Cheniere is building liquefaction and export facilities at its existing import terminal located along the Sabine Pass River on the border between Texas and Louisiana.

The company plans to construct over time up to six liquefaction trains, which are in various stages of development. Each train is expected to have a nominal production capacity of about 4.5 mtpa of LNG.

Cheniere’s Sabine Pass liquefaction facility will be the first of its kind to export cheap and abundant U.S. shale gas to overseas markets.

[R-BgO]

Ist schon irgendwie cool...,

hatte keine Ahnung, dass Sabine Pass auch schon von Cheniere ursprünglich als IMPORT-facility geplant war:

http://oilpro.com/links/29172/us-enters-brave-new-world-begi…


Auszug:

"The beginning

In 2001, Cheniere Energy made an announcement to build four LNG import terminals in Louisiana, at a cost of $1.2 billion. As Charif Souki, Cheniere’s CEO at the time, hit the road to raise money, he told investors a simple message: The US is addicted to natural gas and we are running out of it. Therefore, we must import natural gas via LNG from abroad. After seven years, Souki and Cheniere’s vision became a reality, with the inauguration the Sabine Pass LNG import facility in April 2008.

But between 2001 and 2008, the forecast for US natural gas went from gas shortages to gas gluts. Showing off a sparkling new, state of the art LNG import facility, Cheniere was literally trying to sell natural gas into a sufficiently supplied market. It was like trying to sell ice in the North Pole or chocolate to someone in Hershey, Pennsylvania.

Cheniere then set out to do the complete opposite of what the planned to do a decade ago: export LNG. In September 2010, Cheniere was the first company to apply with the US Department of Energy for a permit to export LNG.


The art of a deal

By late 2011, Souki managed to work out a deal for Cheniere to sell $8 billion of LNG over 20 years to BG Group, which is now owned by Shell. In a nutshell, Souki’s pitch was this: US natural gas prices are forecast to stay low because of the abundance of newly-accessible shale gas resources, while natural gas and LNG prices are expected to remain high in Asia.

Why was Cheniere so confident that LNG prices were going to stay high in Asia? At the time, nearly all LNG prices in Asia were linked to oil.

This value proposition was successful, as Cheniere has been able to sell 80% of their LNG export capacity at Sabine Pass under take-or-pay contracts."

[R-BgO]

Clap, clap,...:

Update: first Sabine Pass LNG export cargo loaded and ready to depart

(Updated with a comment by United States Secretary of Energy, Ernest Moniz, 24.02. 2016)

Cheniere’s Sabine Pass liquefaction and export facility in Louisiana is to ship its first cargo of chilled gas to Brazil on Wednesday.

The 160,000 cbm carrier Asia Vision, owned by energy giant Chevron, is fully loaded with LNG and is ready to depart from the facility, United States Secretary of Energy, Ernest Moniz told the IHS CERAWeek energy conference currently being held in Houston, Texas.

Earlier today, Meg Gentle, President of Cheniere Marketing said at the same conference that the LNG tanker was still taking chilled gas from the liquefaction facility.

Cheniere began producing liquefied natural gas from the Sabine Pass first train last week while loading operations began earlier this week following the Sunday arrival to the facility of the LNG carrier.

The Sabine Pass liquefaction facility will be the first of its kind to export cheap and abundant U.S. shale gas to overseas markets.

Cheniere is building liquefaction and export facilities at its existing import terminal located along the Sabine Pass River on the border between Texas and Louisiana.

The company plans to construct over time up to six liquefaction trains, which are in various stages of development. Each train is expected to have a nominal production capacity of about 4.5 mtpa of LNG.

[R-BgO]

vom Tief aus

schon um rund 50% erholt...

[R-BgO]

Cheniere Energy Partners LP Holdings, LLC
Fri September 30, 2016 8:00 AM|PR Newswire | About: LNG


HOUSTON, Sept. 30, 2016 /PRNewswire/ --

Cheniere Energy, Inc. ("Cheniere") (NYSE MKT: LNG) announced today that it has submitted a proposal to the board of directors of Cheniere Energy Partners LP Holdings, LLC ("Cheniere Partners Holdings") (NYSE MKT: CQH) to acquire the publicly held shares of Cheniere Partners Holdings not already owned by Cheniere in a stock for stock exchange. Subject to negotiation and execution of a definitive agreement, Cheniere is proposing consideration of 0.5049 Cheniere shares for each outstanding publicly-held share of Cheniere Partners Holdings as part of a transaction that would be structured as a merger of Cheniere Partners Holdings with a wholly-owned subsidiary of Cheniere. The proposed consideration represents a value of $21.90 per common share of Cheniere Partners Holdings, or a premium of approximately 3.0% over the closing price of Cheniere Partners Holdings' shares, based on the closing prices of Cheniere Partners Holdings' shares and of Cheniere's shares as of September 29, 2016, or a premium of approximately 7.0% over the 30-trading day average CQH / LNG exchange ratio as of September 29, 2016.

"We believe the proposed transaction is attractive to investors in Cheniere Partners Holdings who, as new LNG shareholders, would have the opportunity to participate in the future success of the entire Cheniere complex," said Jack A. Fusco, President and Chief Executive Officer of Cheniere. "In addition, shareholders of Cheniere Partners Holdings would receive an attractive premium over its recent trading levels and a significant increase in the trading liquidity of their investment."

The proposed transaction is subject to the negotiation and execution of a definitive agreement and approval of such definitive agreement and transactions contemplated thereunder by the board of directors of Cheniere, the board of directors of Cheniere Partners Holdings and a conflicts committee established by the board of directors of Cheniere Partners Holdings, and the consummation of the proposed transaction would be subject to customary closing conditions. There can be no assurance that any such approvals will be forthcoming, that a definitive agreement will be executed or that any transaction will be consummated.

[R-BgO]

Antwort auf Beitrag Nr.: 53.388.759 von R-BgO am 01.10.16 10:25:05

Kommando zurück:


Cheniere cancels deal to buy Cheniere Energy Partners


Houston-based LNG export player, Cheniere Energy said it has terminated the previously announced deal to buy Cheniere Energy Partners.

Cheniere, which already holds an 80.1% stake in Cheniere Energy Partners, offered 0.5049 Cheniere shares for each share of Cheniere Energy Partners, representing a value of $21.90 per share of Cheniere Energy Partners, or a 3% premium as of September 29, 2016.

The proposed transaction was a subject to negotiation and execution of a definitive agreement and approval by the boards of Cheniere Energy, Cheniere Partners and the conflicts committee established by Cheniere Partners.

After more than 6 weeks of negotiations, and despite raising the offer to 0.54 shares for each share of Cheniere Energy Partners, Cheniere “has determined that no acceptable definitive agreement can be reached with the conflicts committee at this time,” it said in a statement.

Cheniere added that in the future it may purchase additional shares of Cheniere Partners in the open market or in privately negotiated transactions.

[R-BgO]

Report: Asia becoming largest importer of U.S. LNG

Cheniere’s Sabine Pass LNG terminal in Louisiana shipped nine liquefied natural gas cargoes to Asian countries during December.

The facility shipped a total of 12 cargoes during the last month of 2016, Bloomberg reports, noting that the rise in number of cargoes sent to Asia is a strong indication that the previous trend of sending cargoes to Latin America is changing.

The demand for US LNG in Asia stems from the cold winter temperatures pushing the demand for heating and power production up. Spot LNG prices have also gone up 79 percent since July, the report shows.

Cheniere started exports from the Sabine Pass liquefaction plant in February last year with the majority of cargoes landing in Latin America.

The U.S. is expected to become the world’s third-largest LNG supplier by 2020 with an export capacity of 60 million mt coming from five export terminals.

[R-BgO]

Monthly LNG exports hit record high

Natural gas pipeline flows to the Cheniere’s Sabine Pass liquefaction terminal averaged 1.6 Bcf/d for the report week, 1% higher than flows last week, EIA said.

“Three vessels (combined LNG-carrying capacity of 10.5 Bcf) departed Sabine Pass last week, and one vessel (3.8 Bcf) is currently loading at the terminal.”

The Sabine Pass plant in Louisiana exported twelve LNG cargoes in December, setting a new record for U.S. monthly exports, EIA confirmed last week’s report by Bloomberg.

Previously, Sabine Pass monthly exports were the highest in November, with ten cargoes leaving the facility.

However, EIA said that eight LNG cargoes were shipped in December from Sabine Pass to Asia, not ten as the report said.

Cold winter temperatures and increasing spot LNG prices in the region supported demand for additional LNG imports, the agency noted in the report.

Cheniere started exports from the Sabine Pass liquefaction plant, currently the only such facility to ship U.S. shale gas overseas, in February last year with the majority of cargoes landing in Latin America.

The U.S. is expected to become the world’s third-largest LNG supplier by 2020 with an export capacity of 60 million mt coming from five export terminals.

[R-BgO]

interessant: https://de.scribd.com/document/344549182/Massif-Capital-Revi…

[R-BgO]

so ist das halt mit Langfristverträgen:

http://www.business-standard.com/article/economy-policy/lng-…

US may impact Trump's export aims
Trump said the United States looked forward to exporting more energy
Reuters
June 30, 2017 Last Updated at 13:57 IST


India's biggest importer of US liquefied natural gas (LNG) is trying to re-negotiate prices with the US seller, sources said, undermining plans by US President Donald Trump to export more gas to the fast-growing Asian nation.

...

But any new LNG agreements with India will depend on how GAIL (GAIL.NS) and Cheniere (LNG.A) of the United States deal with a long-term supply contract signed in 2011 for an estimated $22 billion.

India's GAIL has deals to buy 5.8 million tonnes of US LNG per annum for 20 years, mostly with Cheniere, but is now asking to re-negotiate the price. A commissioning cargo was sent last year, but supplies in earnest will only likely start in 2018.

Two sources at state-run GAIL said they were trying to re-negotiate the contract.

"At current US prices, the landed cost of the LNG (in India) is not very attractive," said one of the sources on condition of anonymity, as he was not cleared to speak to media. Neither source gave any details on what price GAIL was seeking.

"We are trying a mix of options on pricing, and re-negotiating is one of them," the source said. "My perception is that the talks with Cheniere in this regard are not very likely to succeed."

Officially, GAIL has declined comment on the row.

Cheniere, currently the only US company exporting LNG, said it was not open to a lower price.

"Our customers expect us to deliver on our commitments, and we expect the same. This is a signed long-term contract that we believe will provide long-term value and we expect the contract to be adhered to," said Eben Burnham-Snyder, a spokesman at Cheniere.

The contract price is calculated on a formula based on US spot prices for natural gas, and currently costs India $8.50 per million British thermal units (mmBtu).

Traders said that Cheniere would struggle to send cargoes at a lower price.


Gail Under Pressure

Asian spot LNG prices, which exclude all extra costs like shipping, have fallen by more than 40 percent this year to $5.40 per mmBtu amid ballooning oversupply as production from Australia and the United States rises.

R.K. Garg, head of finance at Petronet LNG (PLNG.NS), India's biggest gas importer, told Reuters that at current oil prices, long-term gas contracts were being offered at $6-7 per mmBtu.

Mangesh Patankar, head of business development at energy consultancy Galway Group, said that GAIL was trying for lower prices because the company was struggling to sell contracted US LNG on to end-users in India, who are demanding cheaper gas from GAIL themselves.

"A lot of the (LNG) buyers are doing that right now. With the ramp up in Australia and US volumes, and demand being not that active in the end-user market, a lot of the buyers have had to do that," he said.

Other LNG buyers, including top importer Japan, are also pressing for better terms.

...

[R-BgO]

Antwort auf Beitrag Nr.: 53.875.337 von R-BgO am 12.12.16 11:11:49

und nu doch:

[R-BgO]

die Aktie will definitiv nach oben