QAT

Exxon Mobil Is Working on Boosting U.S. LNG Export Capacity

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Image Shown: Exxon Mobil Corporation is a big player in the global LNG industry. Image Source: Exxon Mobil Corporation – March 2022 Investor Day Presentation By Callum Turcan Europe’s dependence on Russian natural gas supplies has taken centerstage in the wake of the Russian invasion of Ukraine. Members of the European Union (‘EU’) receive roughly 40% of their natural gas needs from Russia. In March 2022, the US and the EU announced an agreement covering energy security that among other things encouraged greater liquified natural gas (‘LNG’) exports from the US to the EU. Such an accord would require Europe to boost its LNG regassification capacity. Recent LNG News In February 2022, Germany announced plans to build two LNG import … Read more

Best Idea Alphabet Growing Global Cloud Presence

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Image Shown: Alphabet Inc Class C shares, a top-weighted idea in our Best Ideas Newsletter portfolio, are up ~65% over the past year. By Callum Turcan Alphabet Inc (GOOG) (GOOGL) has historically focused primarily on growing its digital advertising revenues since the company was founded under the Google name back in 1998. More recently, the technology giant has begun seriously seeking to broaden its revenue base, and we like what we see on this front. We include Alphabet Class C shares (ticker: GOOG) as an idea in the Best Ideas Newsletter portfolio given its immense capital appreciation upside potential as a net cash-rich, free cash flow generating powerhouse (topics that we have covered often in the past). Our fair value … Read more