Dorian LPG: Riding A Seesaw With Enterprise Products In The LPG Market
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Ronald Ferrie3.58K FollowersFollow5ShareSavePlay(13min)CommentsSummaryDorian LPG operates a modern VLGC fleet, benefiting from robust LPG export growth but facing upcoming vessel oversupply risks.LPG shipping rates are supported by rising US and Middle East exports, but 2026–2027 will see a 20% VLGC fleet increase versus 15% export volume growth.Panama Canal congestion and an aging global fleet may absorb some new capacity, partially offsetting oversupply pressures.Expect volatile spot rates; capital discipline is essential for investors navigating cyclical fleet and infrastructure expansions. urfinguss/iStock via Getty Images Thesis Dorian LPG (LPG) is an owner and operator of a fleet of Very Large Gas Carriers. These vessels transport LPGs from exporting regions such as the US Gulf Coast and the Middle East toThis article was written byRonald Ferrie3.58K FollowersFollowI am a Licensed Professional Engineer who works in the Nuclear Power industry. I use my professional working knowledge of the power/energy industries to aid in evaluating potential equities worthy of long-term investment. I invest in income producing equities and rental real estate properties for cash flow and long-term appreciation. My articles are to serve as a platform for presenting the underlying fundamentals and long-term potential of each equity/business.Analyst’s Disclosure:I/we have a beneficial long position in the shares of EPD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.