Better Buy: Cheniere Energy vs. Tellurian

Tellurian (NASDAQ: TELL) and Cheniere Energy (NYSEMKT: LNG) are the David and Goliath of the liquefied natural gas (LNG) market. Unlike other, more diversified energy stocks, both companies are going all in on a sustained U.S. natural gas boom dependent on infrastructure developments to export the natural gas, in liquid form, to buyers across the world. The first and arguably more important question to ask is if a sustained natural gas boom is possible, and if so, which company is better positioned to benefit?

The U.S. is now the No. 1 oil and gas producer in the world. In 2017, the U.S. was a net exporter of natural gas for the first time since 1957. If you were to ask how many Americans thought this would be possible 10 years ago, it would have likely been very few.

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