Its development will not only change the U.S. economy, but it will also reshape the global energy map for the rest of our lives. And the Gods of Gas will lead this process – because no one will produce more natural gas from the Marcellus, or in America.
A critical first step toward becoming a super-major energy company is gaining an investment grade credit rating. This will allow the Gods of Gas to access much more capital, which it will need to build out more pipelines, more processing plants, and, eventually, its own LNG infrastructure (liquified natural gas – which we’ll talk about more below).
How are they faring with the credit rating agencies?
Well, the Gods of Gas received an investment grade credit rating from both S&P and Fitch earlier this year. And Moody’s has signaled it will increase its rating to investment grade later this year.
Now here’s where the rubber meets the road in all this for you…
The Gods of Gas, as a company was essentially forgotten and left for dead during the pandemic.
But today, it has the scale, market power, and credit rating to do something only super-major oil companies can do—build its own global distribution network and capture the vastly higher prices for energy on the global market.
Over the next decade, the Gods of Gas pipelines, processing plants, LNG terminals, and long-term, fixed-priced global distribution deals will become the envy of every energy company in the world.
Now you’re probably wondering, why haven’t you heard this story before?
Because the media and politicians are, as always, fighting the “last war.” They play to the plebes who care about filling up a SUV.
Think about all the Biden stickers on gas pumps—the media and politics focus on today’s problems. But the future is obvious.
Gasoline isn’t going to power the world’s transportation economy for the next 50 years.
General Motors (GM) is investing $27 billion in vehicle electrification over the next five years.
GM plans to offer 30 different electric models by 2025 and will phase out all gasoline-powered automobiles by 2035.
That’s why nobody wants to own a new gasoline refinery (with a 30-year useful economic life).
Demand for gasoline is going to fall off a cliff in less than a decade.
The next gasoline-powered car you buy will be the last gasoline-powered car you will ever own.
And as electricity replaces gasoline in vehicles, the ultimate fuel source for cars will change from gasoline to natural gas.
Natural gas will power the electric grid, not gasoline. If you want to plug your car in, you’re going to need what the Gods of Gas has – and lots of it.
What you need to know isn’t what the price of gasoline is going to do by the end of this year. What you need to know is how America’s dominance in natural gas is going to completely reshape the market for energy and transportation all over the world.
If you followed my work at Stansberry Research, you know I’ve been covering the shale revolution for over a decade.
You also know that I broke some of the biggest stories in finance for years, such as predicting the collapse of Fannie Mae and Freddie Mac, GM’s bankruptcy, and the demise of GE.
I also recommended dozens of great emerging companies that went on to become industry leaders, often years before mainstream pundits...
Such as Amazon in 1997 when it traded for pocket change… Illumina in 2002 under $3 a share… Microsoft in 2006 at around $25 a share… Shopify and Nvidia in 2016 when shares changed hands for $29 and $12 respectively, to name just a few.
But what’s about to happen with U.S. natural gas is far bigger than any of these things…
American natural gas is emerging, right now, as the world’s next dominant energy source.
American natural gas will power the world over the next several decades. Forget about Saudi Arabia. America is the new energy king. And there’s one company best positioned to capture the biggest profits of this new global reality: the Gods of Gas!
Here’s my prediction…
Before the end of this year, a new super-major energy company will emerge—the first all-American corporation that can frack, refine, distribute, and deliver natural gas from the world’s largest natural gas field (the Marcellus) to virtually any country in the world.
Okay, let me ask you this…
What’s the richest country in the world on a per capita basis?
Lots of people would guess Saudi Arabia. Or maybe Kuwait. Or the United Arab Emirates.
But it’s none of those countries – it’s Qatar.
Qatar was a relatively poor country until the early 2000s, with a GDP below $10 billion.
However, beginning in 1997, Qatar began to quietly dominate the world’s global trade in LNG. Qatar shares a huge offshore natural gas field with Iran, known as the North Field.
The field is an enormous resource—one of the world’s largest proven natural gas fields, with reserves of at least 896 trillion cubic feet (tcf). But Qatar didn’t begin exporting natural gas in large quantities until 1997, sending its first LNG shipment to Spain. By 2007, Qatar was the world’s largest LNG supplier.
Today, Qatar has eight massive LNG “trains” and six even larger “mega-trains,” which can liquify huge volumes of natural gas for shipment on specialized LNG tankers.
Qatar is currently investing another $30 billion in a massive North Field expansion, which will reportedly increase production by 40% by 2025.
The results of these investments are hard to believe. Qatar’s GDP grew from $9 billion annually in 1996 to over $200 billion in 2014. Qatar’s economy grew 21-fold in less than 20 years.
The nation’s sovereign wealth fund now tops $400 billion, making it one of the world’s largest capital pools. With only 300,000 citizens, Qatar has a per capita GDP of $686,000, and more than $1 million for each citizen in its sovereign wealth fund.
That’s the kind of wealth that’s coming to America. How do I know?
The U.S. began exporting significant natural gas quantities in the early 2000s via pipelines to Canada and Mexico. As U.S. production grew thanks to shale gas development (the U.S. became the world’s largest natural gas producer in 2009), exports increased rapidly.
Exports grew from less than half a billion cubic feet daily in the early 2000s to over two billion cubic feet daily in 2015.
Since 2015, export growth has been parabolic—tripling from two billion cubic feet daily to over six billion cubic feet daily.
Longtime readers of my work may remember a report I wrote in the spring of 2006, titled: “Madness.”
The report was about a start-up that planned to build a huge new LNG import terminal in Louisiana. This was during the “peak oil” mania, when most investors sincerely believed the U.S. was running out of hydrocarbons (oil and gas) and would face permanent shortages.
Some argued the “only way” to save the country was by importing huge quantities of oil and gas from places like Russia and Qatar, where major oil companies were investing tens of billions.
Some of these projects were incredibly risky—even stupid. Such as natural gas production in the middle of the Caspian Sea. Another project was in the Russian artic, 300 miles from the North Pole!
It was a global mass hysteria.
And frankly, I couldn’t understand why everyone had lost their minds. I knew America had more hydrocarbons locked in so-called “tight shales” than these other places combined.
All we needed were some pipelines and a little ingenuity. I believed, even back then, that America would be the dominant provider of natural gas to the world—not an importer.
As I saw shale gas drilling begin to take off, I also saw more and more gas being produced and stored. A glut was forming, not permanent shortages.
As I wrote back in May 2006: