The Profitable Way To Play LNG (Bet You Can’t Guess!)

“Canada is pulling ahead of the U.S. in a contest to be the first exporter of liquefied natural gas from the North American shale bonanza to Asia’s $150 billion LNG market” Bloomberg reports this week.

As you likely know, the global liquefied natural gas (LNG) business is set to boom over the coming years. More natural gas demand from Europe and Asia is spurring an energy trend that could last for multiple decades. It’s a big moneymaker, too.

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How To Play America’s Railroad Boom

The North American railroad revival is in full bloom.

This year, according to the Wall Street Journal, railroads will spend over $14 billion on upgrades to rail yards, refueling stations and additional tracks – that’s up some 40% since 2008’s peak.

Why the extra spending? Well, following along with Warren Buffett’s prescient outlook in 2009, the industry is set to boom for years to come. And while this unexpected revival of the “iron horse” continues there are certainly ways that you and I can cash in.

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America’s Next Great Commodity Boom

If you’re interested in making money in energy commodities over the coming decade, I have two important numbers for you…

The first is the price of natural gas in the US – which is less than $4.50 per million British thermal units (mBtu). The second is the price of natural gas in Asia, where people will pay $10 per mBtu for natural gas they import from overseas.

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Big Oil Bets On Natural Gas

Royal Dutch Shell said that by 2012 it expects more than half of its output will be natural gas – not oil. That is as if Starbucks said it expects to sell more tea than coffee.

Yet this prediction is not unusual for Big Oil these days. In fact, most of the big boys are making big bets on natural gas.

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The Future Market for Alternative Cars

On Tuesday, Tesla became the first American automaker to go public since 1956, as shares began trading under the ticker TSLA on the Nasdaq. With its most expensive car selling for more than $100k, Tesla is looking to strike a chord with wealthy yet environmentally conscious car buyers. Later this year, Chevrolet hopes its Volt (a price tag about half the size of the Tesla Roadster) will become the first electric car for the masses.

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Liquid Natural Gas: The Next Resource Boom?

Australia is on its way to becoming to natural gas what the Middle East is to oil. This could become Australia’s biggest resource boom yet.

Asia is the fastest growing market for liquid natural gas (LNG). Currently, Japan is the largest buyer. Japan and South Korea together make up 53% of current global regasification capacity. (That is, the ability to import LNG and turn it back into a gas for consumer and industrial use.) But demand elsewhere in Asia is catching up:

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