I'm trying to determine if Shell has the competitive advantage that I believe it does in controlling about 1/3 of the global nat gas energy market and, more importantly, whether that will eventually translate to meaningful stock performance over the next 5-10 years. While I believe that the price of oil will gradually head north during the same time-frame, it's the numerous possibilities of the nat gas boom that really have my attention. There are so many different sectors/companies/technologies within the industry to consider that, instead of trying to pick a few names specializing in various capacities, why not just pick the one that seems to have it's arms around the largest portion of the market? It may not experience the same explosive growth as some of it's smaller, niche-role peers over time but the upside still looks awfully attractive with considerably less risk, no? I guess one thing that concerns me with regard to growth/performance is with the company already so big, it's kind of like turning a battleship in a bath tub. I'd be interested to hear any of your thoughts. Thanks.
Shell is into LNG in a big way and LNG is the future for the nat gas idustry (import/export). Besides controlling a huge % of the nat gas supply there's the 5% dividend that pays you while you wait for the share price to rise. I'm very long RDS-B. Started buying at $54