Growth in Global LNG Boosts Carriers

Due to the ever-increasing demand for energy and the desire for lower carbon emissions, the growth in global trade of LNG has continued its upward trend, gaining 13% in 2019, following a showing of 9.8% in 2018.  In all, LNG annual trade has gone from 211 mtpa in 2010 to 355 mtpa at the end of 2019—a total surge of nearly 70%.  Ashland believes LNG is replacing incumbent sources of energy, such as coal and fuel oil.

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Hoegh LNG Partners: Loading Up For Acquisitions Amid Gas Surge

Eric was recently interviewed by online investment research platform SeekingAlpha to discuss Ashland's central investment theme in Hoegh LNG Partners (ticker: HMLP).  Ashland's article is the most comprehensive and widely followed research covering HMLP on the SA platform.

Published: October 30th, 2019

Here's a brief summary of the thesis, which outlines why it is a core holding in the LNG Strategy Fund:

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