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  • Writer's pictureRyan Lynch

LNGC Building & Competition

This week, MOIC looks at the recent denial of a merger between two materially impactful firms in the Large LNG Carrier segment by the EU Competition Authority.

While we at MOIC agree with the qualitative reasoning as it pertains to competition adequacy, our own analysis seeks to fortify the EU decision in light of a potential appeal process forthcoming, by providing substantive quantitative rationale.

Our analysis builds upon traditional US DOJ frameworks and general economic theory to demonstrate how a concentrated industry, with linkages up and down the supply chains with labor, ECM, DCM, a national & systemically important industry as well as to the global energy transition process, needs to remain competitive to alleviate price pressures and the deleterious effect that may have upon shipowner margins, and general energy security concerns.

MOIC 30 March
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