9 июн 2022 9.06.2022

$EQT, $SWN, $RRC vs $GAZP?

🔥Пожар на экспортном терминале в Техасе (Freeport LNG) -> цены на природный газ в США снизились на 15%.

Freeport LNG = 16% экспортного объема СПГ, который необходим Европе для "замещения российского газа".

Теперь данный объем как минимум на 3 недели (устранение последствий возгорания) будет перенаправлен на внутреннее потребление в США, чему очень рады местные промышленники и потребители, но не рады европейцы.

❓Что будем покупать? Американских газовиков на коррекции $RRC $SWN $EQT или Газпром $GAZP?

https://t.me/investorylife - наш основной ресурс с идеями по рынку, трансляциями и океаном полезной информации

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