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Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Research from Water Tower Research

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Thematic (Sector/Industry)

United states Energy / Thematic (Sector/Industry)

<ul><li>LNG importers look to diversify supply options. We recently wrote on the potential for global oil importers to look to diversify supplies going forward as a result of the Iran war-related massive supply disruption across the Middle East.</li><li>It appears that liquefied natural gas (LNG) importers could also be considering doing the same thing. Bloomberg reported last week that sideline discussions at Gastech—the world’s largest natural gas conference that was held earlier this month in Thailand—focused on the industry’s need to look to supply diversification.</li><li>That line of thinking is being driven by concerns that after more than six months into the US-Iran war, there is still no sign of LNG flowing again through the Strait of Hormuz and industry worries over whether LNG traffic through Hormuz will ever fully return to normal. </li></ul>

LNG importers look to diversify supply options. We recently wrote on the potential for global oil importers to look to diversify supplies going forward as a result of the Iran war-related massive supply disruption across the Middle East.It appears that liquefied natural gas (LNG) importers could also be considering doing the same thing. Bloomberg reported last week that sideline discussions at Gastech—the world’s largest natural gas conference that was held earlier this month in Thailand—focused on the industry’s need to look to supply diversification.That line of thinking is being driven by concerns that after more than six months into the US-Iran war, there is still no sign of LNG flowing again through the Strait of Hormuz and industry worries over whether LNG traffic through Hormuz will ever fully return to normal. 

Energy Roundup : US LNG Plugging Global Supply Gap; Oil Prices Dip on Renewed Middle East Optimism