Monday, April 2, 2018

Natural Gas Sector Updates


Recently we have seen rise in the price of liquefied natural gas (LNG) due to huge demand in China. In China, Govt is taking serious steps to reduce the level of Pollution and has come down heavily on coal gasifier and emphasising on Cleaner environment. This is not a temporary phenomena. This is a structural change & we may see rise in demand of LNG.
Back home, its effect has already strated to show in the price trend of LNG. We may increase our allocation of some LNG suppliers stocks in our portfolio.
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