QE tapering? Think about what would cause the Fed to taper....

QE tapering? Think about what would cause the Fed to taper. Strong and growing US economy can only be good for the world economy, industrial production and hence the demand for gas. This can only be good for LNG in its efforts to get more tolling gas locked in. Lets separate the effects of tapering on share prices as opposed to its impact on the "real" economy.

Second, QE tapering and rising US interest rates can only mean a stronger USD. So AUD converted revenues may be significantly boosted.

A big investment theme I think for 2014 is going to be a US recovery and stocks exposed to that. LNG falls in very nicely indeed into that theme.

So not fussed about QE tapering at all. In fact I think it will be a net benefit to LNG.