Six-figure spot rates are opening the door for Tor Olav Troim's Golar LNG to spin-off its LNG carrier fleet, Wells Fargo says.
Golar first floated the idea of a seperate listing for the division earlier this year.
"We believe an eventual spin of this segment is likely, with rates moving to $100,000 per day rebooting the efforts," analyst Michael Webber wrote in a note to clients.