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Author: TMFCogitarius Big gold star, 5000 posts Old School Fool Home Fool Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 46826  
Subject: Re: Panama Canal Expansion: Who benefits? Date: 5/8/2012 11:17 AM
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Paul: 'with the U.S. quickly becoming the "middle East" of natural gas, it would not surprise me to see the U.S. benefit from exporting nitrogen products (liquid or prilled).'

As long as you factor in Australia's massive LNG growth plans:
'Australia, already one of the world's largest LNG exporters, has around A$200 billion ($214 billion) worth of LNG projects on the drawing board and aims to triple current production to 60 million tonnes a year by 2020 to help meet surging demand in Asia.'

'Increased LNG demand from leading importer Japan after a tsunami ruined several nuclear reactors and prompted the closure of others has improved the prospects for all gas exporters.

Japan has increased its LNG imports by 20 cargoes a month by some estimates and the tsunami may result in Japan bumping up LNG imports by 7 to 8 million tonnes from 70 million tonnes of LNG in 2010, analysts say.

China imported just over 9 million tonnes of LNG in 2010, but its consumption is expected to rocket five-fold to 46 million tonnes by 2020.'
http://in.reuters.com/article/2011/05/20/idINIndia-571672201...
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