And that's where Cheniere comes in. Cheniere is the first company that's gotten government approval to build an LNG export terminal in a generation. Their Sabine Pass export facility is under construction right now in Louisiana, and CEO Charif Souki told Mad Money he expected the facility to begin to operate in 2015 .
Although there's chatter in the market suggesting the government might start granting LNG export permits to Cheniere's rivals, Souki isn't concerned.
He told Cramer the barriers to entry are pretty high. Aside for complying with the many regulations, "you have to spend a lot of money and a lot of time building a terminal – it costs $100 million for just 2 years of planning."
Cramer seemed impressed.
"It's a great story. It takes my breath away," said Jim Cramer."The company delivers consistently. I'd stay with this one."
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