Beer & Co. Report, page-159

To simplify matters, you need to realise that GEV is basically an arbitrage play - taking natural gas from Point A to Point B where there is no infrastructure to transport that gas (i.e. pipeline) and it's not feasible to install said infrastructure.
Consequently, natural gas may be trading at the Henry Hub for let's say $2 yet selling just a few hundred kilometers away in Mexico for $8.
GEV's arbitrage is effectively that $6 buffer.
Similarly, is it going to be feasible or practical to build a pipeline in Brazil to transport their gas?
Obviously given the project/s being pursued by GEV in Brazil, the company doesn't think so.
You also need to remember that oil is not a one for one substitute for natural gas.
Add to this the fact that GEV has no real fixed infrastructure costs as the ships can be deployed anywhere should a given situation change, giving the company unparalleled flexibility in its business model.
All it will take is one deal to turn GEV into a potential $1bn company.