Venetus Capital

Independent equity research across public markets

[Venetus Capital @VenetusCapital]

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[Venetus Capital @VenetusCapital]

For public market investors, India’s LNG expansion may open long-term opportunities:
• Companies building or operating gas infra
• Gas utilities and distributors
• EPC firms and industrial users aligned with the transition
Full report coming soon at Venetus Capital. (15/15)

[Venetus Capital @VenetusCapital]

Harnessing India’s 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)

[Venetus Capital @VenetusCapital]

India’s regasification infra shows wide variation in utilization — 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)

[Venetus Capital @VenetusCapital]

Launching Venetus Capital | Institutional-grade research no fluff.
🔍Global equity deep dives
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