Golar LNG (NASDAQ: GLNG)
Golar holds arguably the world’s most valuable Floating LNG (FLNG) technology. With one FLNG vessel in operation and another due to come online under a 20-year deal with BP, Golar has a proven technical and commercial model for developing offshore liquefaction facilities at a globally competitive cost. Given geopolitical dynamics, we believe the floating segment of the LNG market is in the early innings of a long-term growth stretch. And Golar is uniquely positioned to benefit from macro tailwinds driving further LNG demand worldwide.
Alpha Metallurgical Resources (NYSE: AMR)
Alpha develops and produces metallurgical coal with sites located in the Eastern U.S. We believe this is an attractive investment in the growth of steel production globally, on the back of the U.S. Infrastructure bill passed in 2021.
Antero Resources (NYSE: AR)
Antero is a producer of Natural Gas and Liquids in the Eastern U.S. We believe that demand for natural gas will continue to increase, particularly as LNG export terminals along the U.S. Gulf commence production. Over time, this should put upward pressure on gas pricing, which would benefit Antero's business.