Today, we discuss the cost trade-off between exporting liquefied natural gas (LNG) overseas, and keeping the low cost fuel at home. The political narrative discusses the potential cut in carbon emissions by using natural gas as our main source of electric generation, as well as lowering our electric input costs, leading to a renaissance in the manufacturing, chemicals, and fertilizer industries. But what about the cost trade-off by using natural gas as a fuel source to power vehicles? In a recent Politico article, Don't Send America's Natural Gas to Ukraine, author Gal Luft takes a unique look at the economic trade off between exporting liquefied natural gas and using the fuel to power domestic vehicles. Could this idea work in reality?
Taking down OPEC
Imagine a company that rents a very specific and valuable piece of machinery for $41,000... per hour (that's almost as much as the average American makes in a year!). And Warren Buffett is so confident in this company's can't-live-without-it business model, he just loaded up on 8.8 million shares. An exclusive, brand-new Motley Fool report reveals the company we're calling OPEC's Worst Nightmare. Just click HERE to uncover the name of this industry-leading stock... and join Buffett in his quest for a veritable LANDSLIDE of profits!
This segment is from Tuesday's edition of "Digging for Value," in which sector analysts Joel South and Taylor Muckerman discuss energy and materials news with host Alison Southwick. The twice-weekly show can be viewed on Tuesdays and Thursdays. It can also be found on Twitter, along with our extended coverage of the energy and materials sectors: @TMFEnergy.