You donโt need another finance bro yelling tickers. You need:
๐ง Sector deep dives
Real macro context
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For public market investors, Indiaโs LNG expansion may open long-term opportunities:
โข Companies building or operating gas infra
โข Gas utilities and distributors
โข EPC firms and industrial users aligned with the transition
Full report coming soon at Venetus Capital. (15/15)
Harnessing Indiaโs LNG Opportunity:
A thread on infrastructure, demand, and long-term transition.
LNG demand in India is rising. Infrastructure is still catching up.
This thread outlines the drivers, constraints, and investment implications of a shifting energy landscape. (1/15)
Indiaโs regasification infra shows wide variation in utilization โ some terminals operate near capacity, while others remain underused due to pipeline constraints or market factors. Bridging this gap and reaching 2030 targets will require significant new capacity. (14/15)