Report
Jean-François Granjon

GTT : Candles to illuminate the outlook…

>Unparalleled serenity for the next few years - From the roadshow with management, we note numerous growth vectors. Fundamentals have been structurally good and sustainable with an LNG market expected to grow by +5/6% by 2030 and a deficit of supply vs demand which should increase by 2040 estimated at 150/250 Mtpa. Demand has been buoyed by various factors including a mix effect to the detriment of coal (among others in Asia), a priority given to LNG vs pipelines (geo...
Underlying
Gaztransport & Technigaz SA

Gaztransport & Technigaz is an engineering company specialized in membrane containment systems for liquefied gas transport and storage. Co. designs and markets technologies which combine operational efficiency and safety to equip liquefied natural gas (LNG) carriers, LNG floating platforms and multi-gas transport vessels. Co. also provides solutions for onshore storage tanks and the use of LNG as a fuel for vessels propulsion as well as a wide range of services in engineering, consultancy, training, maintenance assistance and technical studies at each stage of the liquefied gas chain.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Jean-François Granjon

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