In a new note titled, "Forget Saudi America, What about Qatari America?", AllianceBernstein's Bob Brackett proclaims the advent of "Qatari America," saying the U.S. LNG market is set to explode.

First: LNG is basically plain old natural gas that's easier to ship (it gets turned back into natural gas when it reaches its destination), and has the same uses.

Anyway, Brackett writes that we're either in the middle or beginning of a boom: