Thanks for capturing the idea FJ. Agree with all you said here, the funny thing: I love how you mention political risk - being European myself, we think the same of US politics, especially administration around mr Trump.
I think it can be interesting to Feature GTT as a strucutural balance in a barbell strategy.
Great idea. I guess some risks are the building of the power to Siberia 2 pipeline which could take a lot of LNG cargo demand off the market. Also there has been a large build out of LNG vessels already. But long term it seems LNG is becoming the energy source of choice globally
Love this breakdown, especially the contrast you drew between GTT and higher-risk asymmetric bets like Rocket Lab or Oscar. It’s refreshing to see a reminder that category-defining doesn’t always mean disruptive tech; sometimes it’s about being the invisible infrastructure that quietly powers global systems. GTT as ‘portfolio ballast’ is a framing I hadn’t considered before, and it makes a ton of sense.
Thanks for capturing the idea FJ. Agree with all you said here, the funny thing: I love how you mention political risk - being European myself, we think the same of US politics, especially administration around mr Trump.
I think it can be interesting to Feature GTT as a strucutural balance in a barbell strategy.
Great idea. I guess some risks are the building of the power to Siberia 2 pipeline which could take a lot of LNG cargo demand off the market. Also there has been a large build out of LNG vessels already. But long term it seems LNG is becoming the energy source of choice globally
Love this breakdown, especially the contrast you drew between GTT and higher-risk asymmetric bets like Rocket Lab or Oscar. It’s refreshing to see a reminder that category-defining doesn’t always mean disruptive tech; sometimes it’s about being the invisible infrastructure that quietly powers global systems. GTT as ‘portfolio ballast’ is a framing I hadn’t considered before, and it makes a ton of sense.
Fantastic write-up. GTT is amazing. Great analysis on both the company and how to categorise it as an investment. Thanks for this one.
Thanks, Joel! Always great to hear your thoughts.