Neither am I, but I was looking into it a bit today. My first thought was logistics; if they will be transporting gas from the US they will need tankers if they will be transporting it from the middle east they could use pipelines, some pipelines exist going from Iran and Azerbaijan through Turkey to Bulgaria, but that's not the complete route, I don't know who owns them, the capacity and how keen the owners would be to providing gas to Europe, also the spare capacity of Qatar, etc. is a question.
So they will probably need tankers and a lot of them. They can print the money, but they cant print steel (we know what is the situation with commodity markets right now, so where will they get all this steel and other metals), factories, tankers, etc. so it will take some time either for the tankers to be built and the shipping rates could rise in the meantime providing extra cashflow for those companies as well as new orders will come in for existing companies producing tankers ships.
Looks like a lot of these companies are picking up some upside momentum glancing through the charts, I didn't look through their financials and don't know all the factors but it definitely worth looking more into it, especially if these things about American gas will play out in like they are suggesting right now.
This is just my opinion
The next step is getting the gas from the tankers on the shore (Gas terminals and storage), I guess people would not be happy with big terminals obstructing their view of the sunset and all the infrastructure needed can't be built over night.