Vermilion Well-Positioned For European Natural Gas Price Spike

Vlae Kershner3.04K FollowersFollow5ShareSavePlay(7min)Comments(2)SummaryEuropean natural gas producers are optimally positioned amid the wartime force majeure in Qatar, with Dutch TTF futures near €50/MWh versus much lower U.S. prices.Canada's Vermilion Energy produces low-cost natural gas in Europe, yielding exceptional margins.It has been having operational success in Germany and plans to double production there by 2030.Producers with direct European gas exposure, avoiding LNG processing and shipping costs, stand to benefit significantly from current market dislocations. ShyLama Productions/iStock via Getty Images Oil and gas prices have risen rapidly since the U.S.-Israeli war with Iran began on February 28. The difficulty for stock-market investors is near-term prices are largely dependent on when the Strait of Hormuz substantiallyThis article was written byVlae Kershner3.04K FollowersFollowI am a 35-year stock market investor, MBA, and retired reporter and editor for the San Francisco Chronicle. My primary style is a mix of growth and income, with attention to special situations.Analyst’s Disclosure: I/we have a beneficial long position in the shares of VET, VLO, CVX, CRC 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.