“The US faces a risk of Dutch Disease” Mera Capital analyst says
Saint-Petersburg, Oct 08, 2018 – Mera Capital, a leading financial group on wealth management and corporate finances, today distributed among clients an analytical report on the opportunities in the US equities of natural gas extraction, liquefaction and transmission sectors.
<p>According to information published in the report, due to imbalances in the growth of gas production and export opportunities, the domestic gas is the cheapest source of energy in many areas of the United States. Along with the imposed protection measures on steel imports, the low cost of energy contributes to a favorable situation for EAF corporations such as Nucor and Steel Dynamics. Progress in the construction of gas pipelines and liquefaction capacities in 2018-2019 increasingly contributes to the growth of such gas production companies as Antero Resources, Gulfport Corporation, Cimarex Energy etc.</p>
<p>According to Mera Capital analysis, in 2019, one of the most interesting play in the gas industry will show Sempra Energy with the successful introduction of liquefaction and transshipment capacities of natural gas.</p>
<p>The Mera Capital analysis of long-term trends shows that the US policy aimed at increasing gas production is necessary at current stage of economic transition. It allows to seamlessly devalue the US dollar, but entails a risk of Dutch Disease, which will be reflected in an accelerated deindustrialization of the United States.</p>
<p>About Mera Capital (www.mera-capital.com)</p>
<p>A financial group, providing wealth management and corporate finance services. Customers are ultra-high net worth individuals and corporations worldwide. The company has innovative research coverage worldwide and across all asset classes.</p>