LNG

Ok_Cartoonist6749

U can buy until SP=20 as the revenue and the contract they sign is in Billions and long term hold. The debt of 6B for LNG company is not biggie. They can pay in one year.

kangarupoo

After hold GOOG since Aug..sell last today..need new company..look LNG. Et. Have fid decision will come back this year. Have 30. 27 Jan 20 c. Maybe more ad. Goog re up as need. Think goog really need base. Or dip.

TECHSHARK77

I see and thank you for your time, Lets back space a little and illuminate the issues with Natural Gas.. So the 1st thing is obvious, of NG or LNG was Super Great, we wouldn't be here and NUAI would NOT be pivoting into Data... So, forgive my ignorance on this company, but whats the true play? Use prior tracking, oiling and digging skills, training and equipment to swap out liquid and gas for fiber Ops, but still use NG as a power source???

Dart2255

The fuck you did. You launder your gasoline and NG through Turkey so you cna pretend it isnt Russia. I am going to repost what I said before , I UNDERSTAND why Europe does it, but you are delusional if you think you are NOT doing it. Go ahead and pretend that Turkey is using all of that Russian and west exporting a ton to Europe (when it produces none of its own.) You give hard currency to Russia which Russia turns into weapons and troops to flood into Ukraine, you can say you dont like it or that it is because you dont want to be cold (maybe should have thought of that before you turned off some of the most advanced nuclear on earth because you want to appease your Green Party, like etf the most efficient energy for NOT contributing to global warming.). But this idea that you stopped buying from Russia is just pure delusion. Turkstream is breaking records and you bet your ass you would still be sucking it in from Nordstream too had Ukraine not fucked that up. EU is 1-3 in ALL of those, and Turkey (which is how y'all launder the NG and Oil so you can pretend it isnt from Russian) is also 1-3 in 4 of the 5, together you are #1 in all of them except Coal....and you are #1 in Refined oil products, LNG and Pipeline gas by a fucking mile. So get your head out of your politics. You can say you have good reason to do this, thats fine, but own you fucking decisions. I do appreciate the banter btw. US makes all kinds of fucked decisions, but we will never make better ones if we just live in fantasy land. At the end of the day what we believe in runs up against actual costs and we find out how little our "beliefs" matter. Germany shut down cheap clean energy for political reasons and instead was forced to buy energy from their "enemies" AND to burn more coal, and not just any coal fucking lignite literally the dirtiest of all fuels, you could probably get cleaner results burning actual garbage. How does that country hold those two beliefs in their head at the same time. https://preview.redd.it/eb9c6yxb50pf1.png?width=2900&format=png&auto=webp&s=f2f8d41df335d21b96e98aff9d47ab27d3d704a6

Fit_Cupcake_5254

So USA scammed Europe with LNG and now they plan to do the same with oil? “Tariff russia so i can sell you mine at a premium”, what a sad dying empire

Dart2255

Dude, When I say gas I do not mean gasoline, come on, who gives a shit about gasoline thats a rounding error. I do not know why you are dying on this hill. You can say you have reasons for doing it, fine, but you are doing it. I do not know if you are just misinformed or if you are intentionally gaslighting yourself. You give hard currency to Russia which Russia turns into weapons and troops to flood into Ukraine, you can say you dont like it or that it is because you dont want to be cold (maybe should have thought of that before you turned off some of the most advanced nuclear on earth because you want to appease your Green Party, like etf the most efficient energy for NOT contributing to global warming.). But this idea that you stopped buying from Russia is just pure delusion. Turkstream is breaking records and you bet your ass you would still be sucking it in from Nordstream too had Ukraine not fucked that up. EU is 1-3 in ALL of those, and Turkey (which is how y'all launder the NG and Oil so you can pretend it isnt from Russian) is also 1-3 in 4 of the 5, together you are #1 in all of them except Coal....and you are #1 in Refined oil products, LNG and Pipeline gas by a fucking mile. So get your head out of your politics. You can say you have good reason to do this, thats fine, but own you fucking decisions. https://preview.redd.it/7135re9scyof1.png?width=2900&format=png&auto=webp&s=5a132a8ed21eaaf2ae9c824bb4b6dce228c09d2d

Dart2255

Ummmmm...."Dorito man fails to mention no gas or refined oil products have purchase from Russia by the EU for over a year now." Ever heard of Turkstream my friend? what, 32 BILLION cubic meters a year going to Greece, Turkey, Romania etc. Also all the LNG they buy from ships flagged non Russia. Hell, the only reason they stopped is the Ukrainians blew up Nordstream. Here is an idea, dont give money to your enemy that he uses to buy guns to shoot you. (source, USA does it all the time like the idiots we are.)

Far_Piglet_9596

Not gonna happen, because EU is basically all bark no bite. They'll never do it, since they buy a fuck ton of LNG from Russia, and a fuck ton of oil and diesel from India. Ukraine's #1 supplier of diesel is India, lmao

wpglorify

EU has to stop buying LNG, CNG from Russia first

Theresa_Toms

Great DD on CVVY.TO! LNG boom and India's sulfur demand are huge. Q2 net income up 55%. Bullish at $0.63

Strict_Push4722

Check out LNG. It's a US natural gas exporter. Low dividend but steady growth. I bought in because its any easy sell to other countries as part of the trade deals going on. Most places want energy imports.

Icy_Reputation2005

Cavvy Energy's Explosive Growth Drivers 1. Canadian LNG Revival - With the new Canadian government refocusing on LNG exports, natural gas is set to become one of the key drivers of the Canadian economy. 2. India's Rise - Just as China's growth once ignited a commodity supercycle, India's economic expansion will likely fuel another surge in global demand. Sulphur, which traded at $600-800/ton from 2005-2008, is now around $250/ton and has a strong probability of reaching new highs in the coming years. 3. End of $6 Sulphur Contracts - The low-priced $6 sulphur contracts expire at the end of this year, creating a guaranteed revenue boost starting in 2026. 4. Tightening Natural Gas Markets - Both Europe and Asia have already signed long-term energy purchase agreements with the U.S., driving up U.S. natural gas demand and prices. January 2026 contracts are already above $4/MMBtu, with a strong likelihood of breaking $5 before year-end. 5. Geopolitical Supply Shocks - Ukraine's continued strikes on Russian energy infrastructure have already caused fuel shortages inside Russia. With refinery and gas plant disruptions, sulphur production (a byproduct) will inevitably decline-right as Q1, sulphur's seasonal demand peak, arrives. Conclusion: At a $200M market cap, Cavvy is being valued against just $3 natural gas and $250 sulphur. This is deeply undervalued. A move to a $600M market cap is highly probable, while downsider v looks minimal. Good luck to everyone.

Icy_Reputation2005

Cavvy Energy's Explosive Growth Drivers 1. Canadian LNG Revival - With the new Canadian government refocusing on LNG exports, natural gas is set to become one of the key drivers of the Canadian economy. 2. India's Rise - Just as China's growth once ignited a commodity supercycle, India's economic expansion will likely fuel another surge in global demand. Sulphur, which traded at $600-800/ton from 2005-2008, is now around $250/ton and has a strong probability of reaching new highs in the coming years. 3. End of $6 Sulphur Contracts - The low-priced $6 sulphur contracts expire at the end of this year, creating a guaranteed revenue boost starting in 2026. 4. Tightening Natural Gas Markets - Both Europe and Asia have already signed long-term energy purchase agreements with the U.S., driving up U.S. natural gas demand and prices. January 2026 contracts are already above $4/MMBtu, with a strong likelihood of breaking $5 before year-end. 5. Geopolitical Supply Shocks - Ukraine's continued strikes on Russian energy infrastructure have already caused fuel shortages inside Russia. With refinery and gas plant disruptions, sulphur production (a byproduct) will inevitably decline-right as Q1, sulphur's seasonal demand peak, arrives. Conclusion: At a $200M market cap, Cavvy is being valued against just $3 natural gas and $250 sulphur. This is deeply undervalued. A move to a $600M market cap is highly probable, while downsider v looks minimal. Good luck to everyone.

Icy_Reputation2005

Cavvy Energy's Explosive Growth Drivers 1. Canadian LNG Revival - With the new Canadian government refocusing on LNG exports, natural gas is set to become one of the key drivers of the Canadian economy. 2. India's Rise - Just as China's growth once ignited a commodity supercycle, India's economic expansion will likely fuel another surge in global demand. Sulphur, which traded at $600-800/ton from 2005-2008, is now around $250/ton and has a strong probability of reaching new highs in the coming years. 3. End of $6 Sulphur Contracts - The low-priced $6 sulphur contracts expire at the end of this year, creating a guaranteed revenue boost starting in 2026. 4. Tightening Natural Gas Markets - Both Europe and Asia have already signed long-term energy purchase agreements with the U.S., driving up U.S. natural gas demand and prices. January 2026 contracts are already above $4/MMBtu, with a strong likelihood of breaking $5 before year-end. 5. Geopolitical Supply Shocks - Ukraine's continued strikes on Russian energy infrastructure have already caused fuel shortages inside Russia. With refinery and gas plant disruptions, sulphur production (a byproduct) will inevitably decline-right as Q1, sulphur's seasonal demand peak, arrives. Conclusion: At a $200M market cap, Cavvy is being valued against just $3 natural gas and $250 sulphur. This is deeply undervalued. A move to a $600M market cap is highly probable, while downsider v looks minimal. Good luck to everyone.

Icy_Reputation2005

Sulfur reached a peak price of $600–$800 between 2005 and 2008, so the current price of $250 is not particularly high. The original contract was only $6, meaning that regardless of sulfur price fluctuations, next year’s revenue is set to surge—a 100% growth event. With the new Canadian government beginning to prioritize LNG exports, this is also positive for natural gas companies. A market capitalization below $600 million (currently less than $200 million, even though the stock price has already risen somewhat since my first post) appears undervalued for an energy company generating around $400 million in revenue.

kangarupoo

ET. LNG comp.

Many5010

FIGR and LNG this week. Also, open Ai.

tonufan

LNG has been on my radar since last September. It's a good safety stock. From what I remember they have contracts in place that pretty much guarantee the stock is going to keep going up over the next few years.

kangarupoo

All need is goog. LNG. And now convinced. Mining.

_hiddenscout

$AGX Q2 GAAP EPS of $2.50 beats by $0.86. Revenue of $237.74M (+4.7% Y/Y) misses by $6.23M. David Watson, President and Chief Executive Officer of Argan, commented, “We drove continued momentum in the second quarter of fiscal 2026, as reflected in consolidated revenue of $237.7 million, gross margin of 18.6%, significantly improved diluted earnings per share of $2.50 and substantially increased EBITDA of $36.2 million. Additionally, demand for our capabilities across all of our business segments remains strong, with record backlog of $2.0 billion. “We achieved a few project milestones in the quarter, reflecting excellent execution and solid progress within our project base. During the quarter, we completed our LNG project in Louisiana and achieved first fire at one of our Trumbull units, followed by first fire at the second Trumbull unit occurring in August. Several of our renewable projects advanced meaningfully this summer, as cooperative weather allowed us to make significant progress. Additionally, in July we announced that we entered into an engineering, procurement and construction services contract for the Platin Power Station located in Ireland. The facility will provide approximately 170 MW of generation capacity to the grid during periods of high demand and supply shortfall.

IDreamtIwokeUp

Natural gas might be one. The US Energy Information Administration predicts LNG exports will boost prices significantly in 2026. >The U.S. Energy Information Administration (EIA) forecasts that the annual average Henry Hub natural gas spot price will reach approximately $4.90/MMBtu in 2026, up from $4.00/MMBtu in 2025 and $2.20/MMBtu in 2024. Investors often conflate natural gas with oil...but they are often different. Oil is now 3x natural gas...when at times in history it has only be 1x more valuable. An investment I like is DVN. They are labeled as an oil company, but they are majority natural gas. They have a new CEO in place that is doing a good job of using technology to minimize capex and production. If natural gas prices really do go up in 2026 as forecasted, I think they could benefit (granted many of these gas company sign contracts in advance so high prices usually benefit down the road contracts).

Important-Dish-9808

I have some energy stocks and etfs as part of my portfolio, a mix of different sources of energy.  GRID, ICLN, AMLP, VNOM, LNG, NEE and as a higher risk speculative play PROP.  

blackSwanCan

These days you really can't trade based on the news. This is just from last week: * Japan skips US investments (which got them the tariff exemption) * Trump adds 50% tariffs on India because of Russian oil import. * India buys that oil and sells to Europe * Europe puts sanction on the Indian refinery that sells them the Russian oil * Europe is the largest LNG purchaser from Russia * India becomes the largest seller for Diesel to Ukraine (which it bought from Russia) * Pakistan issues nuclear threats to India from US, while meeting American generals * India and US conduct joint military exercises * Russia, India, and China do some strategic thingy * Trump is dead as per twitter. Well no, he is playing golf * Intel is supposed to be dead. No, it is live again. * Tariffs are declared illegal, although not cancelled.

SidonyD

I like the thesis but not the market. I got Kinder Morgan with strong earning with data center enery demand, and the stock dropped. I guess the prince of LNG is not expected to go up in the rest of 2025 ...

Stock_Cost5631

Venture Global (company focusing on LNG) will surpass Cherniere Energy in no time. Its on its way to become the US biggest LNG exporter.

SidonyD

do you think it's too late ? the LNG price is not low at the moment ?

usrnmz

The government taking a stake is not going to magically make an O&G company more profitable. In the previous decade oil companies spent too much on growing their production. The end result? A horrible crash in the oil price which we still haven't fully recovered from. If Trump wants to drill baby drill the oil price will actually go down, and so will profits. AI isn't going to drive demand for oil. Natural gas is still plentiful and cheap, but like I said with AI demand and LNG exports there is a good case for gas becoming more interesting. My main point is your thesis doesn't make much sense when you look at it more closely. Despite this I do think it's a very interesting space to watch, but mostly for other reasons (oil price is very low, US shale starting its decline, inflation, growth from developing countries, EV growth disappointing). [You might like to read this piece](https://www.gorozen.com/commentaries/2025-q2) for a contrarian view on the market. Just don't take it as gospel.

WickOfDeath

it would be far cheaper and easier to use a federal sales tax of 1% or a VAT system as it is in use in Europe. Everybody would understand it... gouverment needs money. That happens. Without money no gouverment. But the tariff on/off/i-dont-know/I-decide-later thing... that creates chaos. Trump could have won sympathy even among his enemies by publishing an agenda, a master plan. So everyone knows what will happen. But he didnt. And tariffs are a more complex version of a sales tax, because it's priced in into retail prices this way or in a more subtle way. Dollar will weaken, prices will rise for US consumers ONLY but what the world is going to buy from the USA? They have nothing.... Soybeans? Brasil/China. Oil? produced domestic in USA and EU. Liquified nat gas? Well there is an agreement between the EU and the US to buy 600 bn worth of energy the next years... but it wont be oil. Maybe LNG but how? The processing facilitnes are not yet erected, the ship loading facilities dont exist yet, the LNG tankers dont exist yet. And Harley Davidson motorcycles? A company not far away from failing. Tennessee whiskey? Well thanks that both get cheaper to import, but the brutal reality is: That's a pip of the trade balance. And if a country wants to change it's trade balance it needs to export more of somehting where is demand of.

AssociateLate1116

Rig Count comes out today, if it increased on top of storages being lower then nat gas is going to skyrocket and so will NINE. On top of that any further tension with Russia and India could make it skyrocket short term too. And Europe is supposed to be buying tons of LNG from the US as well. Those are the reasons I am long NINE currently.

MachineHeads

It will take years to build the infrastructure on the East Coast needed to sell LNG to Europe.

No_Cow_8702

Short-term maybe (with lower interest rates). Long-term a zero. Its pretty obvious with the bi-partisan support that nuclear, and LNG will be the two supported aspects of energy. Wind and solar not so much.

Vivid-Avocado9342

For speculative trades that have a chance to go crazy with enough time, I like Confluent - CFLT. Their software makes modern super apps like Uber possible and I only expect apps that need to share real time data between the front and back ends to become more and more common. Another speculative name I’m in is Venture Global - VG. They are the second largest LNG exporter in the US and Trump looks poised to pump lng exports his full presidency. Their share price has been beaten down partially for arbitration risk with some large players in the industry, but VG has recently been awarded an arbitration victory and the others may have similar outcomes since the facts of the cases are so similar. BTW - they’re in arbitration for allegedly side stepping their contract obligations. Instead of selling the low value priced product that the contract would have had them do, they sold for a premium in the international market, raked in an extra 3.5 billion in profits and are now being told they get to keep that profit in at least one instance. The technicality that allowed them to postpone selling at the lowered price is that the facility isn’t fully “commissioned” be definition yet even though it is in fact producing sellable product. Sure arbitration risk is scary, but I actually love that story of scrappy deal making for increased profit. It shows me management is shrewd and thinking about how to juice their returns. I might feel differently if they had lost their first decision, but this might actually pay off for them considering the regulatory tailwinds this administration is likely to offer them over the next three years.

creemeeseason

I also own OMAB, but I'm debating selling to add to CAAP. I think there's more upside potential on their airport properties. I own both for now. I'm also looking at LNG. The LNG export infrastructure is an amazing asset with lots of tailwinds. As long as natural gas is popular, LNG will do well. Then you have other irreplaceable assets. CHDN for example, which owns Churchill Downs race track. It's an institution, you can't build anything close to that because of the history. There's weird ones like MD which operates pediatric hospitals. Logistics networks are notoriously hard to compete against too. I love HWKN because it has a distribution network for water treatment chemicals. Their network gives them a scale advantage that it would be really stupid to try and compete against. There's also royalty plays like LB, TPL, or PSK.TO. There's tons out there. Meanwhile, some of the best tech companies can be taken out by a single innovation. What happens to ASML if anyone figures out EUV lithography?

ApprehensiveFeed1807

$TTE Im bullish on LNG and I really think TTE has the one of the best leadership teams in that sector. I’m a 2-5 year window I think this company has 40%+ to the upside.

OptionsHuduga

Which of these will likely get added to SP500 in the next rebalancing? HOOD, CVNA, APP, VEEV, LNG, ARES

Dry-Type-3603

Canada LNG

Stooooooopkiiiid

Delfin LNG has created 4 Deleware LLC’s on August 14th 2025 DELFIN FLNG 1 HOLDCO LLC DELFIN FLNG 1 HOLDCO PLEDGOR LLC DELFIN FLNG 1 JVCO LLC DELFIN FLNG 1 PLEDGOR LLC Check the Delaware business entity site. FID in a few months. Permits ✅. Could these LLC’s hint towards a reverse merger ? https://preview.redd.it/uz9pjubqlskf1.jpeg?width=574&format=pjpg&auto=webp&s=fe2f99841dd4ab0c96fad3f6f9ce05bd05a11ae6

usrnmz

>I’m not an expert on the energy industry. I trade on catalysts, and sometimes you have to move faster on catalysts than it takes to become an industry expert. If you don't understand an industry you won't be able to understand whether there's actually a catalyst. For oil companies to profit this AI demand has to translate into rising oil and gas prices. Will it? Current oil market outlook is not looking very hot, with supply outpacing demand and OPEC cuts unwinding. We could see prices in the $50s. Beside that as u/notreallydeep mentioned oil generally isn't used to generate electricity. Natural gas is. But due to the heavy drilling natural gas is plentiful in the US. This makes it very cheap and only a small part of revenue for most companies. Now with LNG export and data centers gas is starting to look more interesting, but if there's lots of drilling natural gas will probably stay somewhat cheap. It's true that the companies you mentioned aren't very expensive. Long-term you might be okay. Maybe. I'd rather wait though.

tonufan

My best performers today, LNG and UNH.

FunnyFlight5030

I just had a wet fart. CALLs on LNG!!!

medicsansgarantee

It may take one or two election cycles for Europe , the hawks have to go. Or LNG could come through Turkey. Either way, someone is going to make a lot of money… but it won’t be EU

EvolvingDior

If he allows oil and LNG to be exported form Russia again, expect their prices to plummet.

theSherlockView

looking more likely that ICE is gonna lose its profitable JKM LNG contract to a competitor

RussBot10000

Is their a way to make money on the price of oil falling? Russian oil back on the market is going to have a big impact. Oil is already trading pretty low. So lower oil price along with US producers and LNG exports being hurt. This will also effect many power generation companies in the USA as states like florida run mostly off LNG. So lower energy prices overall. Is it possible to short energy stock some how?

UnfazedBrownie

Notwithstanding bans on export taxes…LNG and oil sound like candidates.

Resident-Cap-533

VG up 13% in pre-market - should jump big time today with Shell / BP lawsuits behind them. Also sets precedence they can sell LNG at spot market for newest facility

BBala422

LNG Play: Venture Global

Independent-Tree-985

Mango begging Russia to make him look good wont amount to shit. Get your oil and LNG now

Skittler_On_The_Roof

The US has specific concerns about losing an AI race, and since demand surpasses production every resource spent on Chinese deliverables is one less for USA.  There's at least an iota of logic in disincentivizing the transaction. Most other US exports are not like this.  Manufacturing in that US needs exports to take advantage of economy of scale, and very few if any industries are unable to meet US demand on the scale of this hardware. Even for this administration it would be exceptionally stupid to enact and export fee on cars, software, etc.  Maybe oil or LNG to get some votes due to cheap energy, but still unlikely to be a large impact to your average business.

Intrepid-Distance-54

By 2030 they will overtake cheniere in LNG exports.

SpagJones-spaghetti

Personally In too deep to bail, I like the prospect of the company with the 3rd refinery's construction starting also the approval of the 4th and the recent completion of their 2nd. After the completion of the 3rd they'll be the largest LNG producer in the united states passing Cheniere LNG.

slick2hold

I think EU buys a large quantity of LNG from Russia still. That's probably why. EU is complicit in this as we are. We still do business with Russia. From what I've read we stull buy uranium and other rare earths from Russia. Can't ask india or any other country to not do business with Russia when we and all of EU still does

purple95spirit

With the Witkoff Putin meeting and all the settlement rumors floating around including no NATO for Ukraine mutual security guarantees and whispers of Nord Stream 2 quietly coming back into play it is clear geopolitics is starting to bleed into the energy sector again. But let us be real Russia has no reason to budge. They are holding ground the front lines have stabilized in their favor and every passing month weakens Western unity and drains Ukraine’s resources. Sanctions did not collapse their economy. They rerouted through BRICS and Asia and adapted. Europe is struggling the US is distracted by elections and NATO is not looking as solid as it once did. A frozen conflict gives Russia leverage indefinitely. Settling would mean giving that up for what promises. Even if the West wants a deal Zelensky cannot give Russia what it wants without political suicide. Putin is playing a long game. He wants more than a ceasefire. He wants a fractured Europe weakened NATO and permanent influence. Until those goals are met or seriously threatened they are not moving. And let us be honest if this so called settlement were real you would not be seeing Trump slap weak new tariffs on India out of nowhere. That is not the move you make if a major realignment is being locked in behind closed doors. It looks more like distraction politics and economic scrambling than strategic confidence. So yes I am watching energy plays especially anything tied to uranium LNG and infrastructure like BBU or BEP but I am not buying the peace talk hype just yet.

StockLifter

This is the answer. OP's stats are averaged from 3-4 years ago but looking at the past data the breakdown for fossil fuels is: 1. China 38%. 2. India 32%. 3. Turkey 16%. 4. EU 10%. 5. Brazil 3%. And half of EUs 10% is LNG that it's fazing out so it will be closer to 5% soon. So the current picture is very different than OP's stats.

StockLifter

It is not entirely unjustified if you look at the current numbers from your source, and don't take averages from the beginning of the war: Number 1 fossil fuel buyer: China with 5.4 bln euros (38%). Number 2: India with 4.5 bln euros (32% of total). Number 3: Turkey with 2.3 bln euros (16% of total). Number 4: EU with 1.47 bln euros (10% of total), half of it LNG. Now the EU is working hard to reduce that final part. Which leaves mostly China and India left as buyers.

AntoniaFauci

Alleged meeting between Trump and his boss in Moscow. Maybe bombing that natural gas port that receives US LNG was not wise.

DavidKarlas

Maybe USA tech companies will pay $750 billion dollars for USA LNG to run their AI in EU :D

Deucalion667

How much money is Pipeline gas exports generating? Russia doesn’t really have pipelines to other countries, so yes, they would be mostly selling it to the EU countries, specifically Hungary and Slovakia who are known for their pro-Russian stance and being outcasts in Europe. Also compare the share to pre-war figures (it must have been 95%). Both in terms of shares and revenues. The same goes for LNG, the total amount in currency is just minuscule. Uranium export revenues is worth even less than LNG exports. Oil Revenues on the other hand, where India and China are leading by far, are worth over 200 billion US Dollars. That’s the economic lifeline for Putin’s ongoing war. So using shares is just data manipulation and an attempt to mislead readers.

Piyush4758

You're completely blaming India but let’s be honest many countries including US and EU, are still dealing with Russia too, just in a different ways India is buying Russian oil mainly because it’s cheap. We need affordable energy, we’re not in NATO or as rich as the West. And yes some oil gets refined and sold again. That’s not illegal or shady it’s allowed by the global trade rules & practices and even European countries are buying that refined fuel. If the West didn’t want this to happen they could’ve blocked refined products too. They didn’t. So this isn’t India funding a war this is the West leaving loopholes and then complaining when someone uses them. Pure Hypocrisy. The EU still buys russian LNG (,natural gas) and the US buys uranium from Russia too. No one's 100% clean here. Stopping India won't stop Russia. If India stops, China and Turkey will buy more. That oil will still be sold it won't be magically disappear. So instead of pointing fingers west should tighten sanctions properly, and work with countries like India not just blame them.

Impressive-Kick5

EU buys 80% of Russian LNG

addigity

I saw a number the other day that Canada missed out on 2.3 trillion $. You must of seen the big LNG deal that US will be supplying to EU. That could have been Canada. Foolish

addigity

One LNG plant, we could have had 3-4, many cancelled due to liberal regulations and uncertainty with government, see kitimat LNG.

addigity

Canada lost out hugely on LNG opportunities

FrogFan1947

What? I thought Trump already announced the deal, you know, big investments, huge purchases of LNG, free imports into the EU for us, 15% tariff for them? You mean, they agreed to it but didn't mean it? Can the EU negotiate a deal and then ask for better terms? Who do they think they are, Trump? Just my opinion (If I'm wrong, you don't need to tell me, I don't move markets): Why should this affect the markets? Because it increases the uncertainty facing investment decisions, both business and personal, making it difficult to assess the risks. With Trump's chaotic policies, today's profitable decision can easily be tomorrow's catastrophic loss. How do you plan for that?

WickOfDeath

It is a fight for principles. Let us see who will win... the EU has in fact a ban on indian Diesel made from russian oil :-) And inside of the EU there is Austria which gets some pipeline gas from Russia, but that is coming to an end with the new LNG import facilities in Germany.

More-Ad-4503

meh, the US blew up nordstream 2 and and we're now asking them to not buy Russian oil through India and to only buy our LNG which we bring with ships. It's incredibly inefficient and expensive.

cic45654

lol they also buy refined petroleum products from India knowing it’s made from the Russian oil they’re upset about It’s hard to be on India’s side on anything, but the EU has really shit the bed on Russia. They had an ace in the hole - the German nuclear plants - that they could have restarted that had only just been shut down due to the Green Party political theatre… but they didn’t, they just kept buying LNG and oil from places other than Russia (at higher prices and shipping costs), thereby driving the original customers of that LNG and oil into Russia’s arms

FanMajestic9072

Ministry of External Affairs Government of India STATEMENT 1.India has been targeted by the United States and the European Union for importing oil from Russia after the commencement of the Ukraine conflict. In fact, India began importing from Russia because traditional supplies were diverted to Europe after the outbreak of the conflict.The United States at that time actively encouraged such imports by India for strengthening global energy markets stability. 2. India's imports are meant to ensure predictable and affordable energy costs to the Indian consumer. They are a necessity compelled by global market situation. However, it is revealing that the very nations criticizing India are themselves indulging in trade with Russia. Unlike our case, such trade is not even a vital national compulsion. 3. The European Union in 2024 had a bilateral trade of Euro 67.5 billion in goods with Russia. In addition, it had trade in services estimated at Euro 17.2 billion in 2023. This is significantly more than India's total trade with Russia that vear or subsequently. European imports of LNG in 2024, in fact, reached a record 16.5mn tonnes, surpassing the last record of 15.21mn tonnes in 2022. 4. Europe-Russia trade includes not just energy, but also fertilizers, mining products, chemicals, iron and steel and machinery and transport equipment. 5. Where the United States is concerned, it continues to import from Russia uranium hexafluoride for its nuclear industry, palladium for its EV industry, fertilizers as well as chemicals. 6. In this background, the targeting of India is unjustified and unreasonable. Like any major economy, India will take all necessary measures to safeguard its national interests and economic security. 04 August 2025

asetniop

STOP GASLIGHTING ME /it's bad for my LNG call put futures

Obidad_0110

LNG.

FunnyFlight5030

I just had a wet fart. CALLs on LNG.

MediocreAd7175

ET. Owns oil and LNG pipelines - basically investing in one of the country’s largest networks of tollbooths for energy. Stands to benefit massively from the big beautiful Bill. In the meantime, pays a 7% annual dividend yield.

imcataclastic

I have 2. In the early 00s I would trade both LNG and Biogen on a pretty “predictable” pattern, but missed both >500-1000% breakouts. Better if I had invested. Check their historical patterns out for a life lesson.

HND171

Calls on LNG

dimdada

I mentioned this in another post. In college I had some money from working odd jobs. I was considering buying AAPL @$11. This was around the time that there was talk they were going to fold. As they were in some trouble. I purchased shares in Snapple thinking it was the next Coke. I calculated that if I’d have bought and hold as I did most of my core holdings (AMZN, META, AVGO) those share would be worth 10 million. Who knew. Another I bought under $1 was LNG. Sold it around $40. I owned 5000 shares. It was stagnant and figured I’d dump it. Well I dump it and it rockets over $200 and started paying a dividend. If I only had a crystal ball.

benj760486

Check out NEXT up and coming LNG producer with five trains coming online in the next few years trading at like 11$

FrustraBation

I bought LNG @98 years ago and its gains have been steady ever since. This company is ready for a breakout.

FunnyFlight5030

I just had a wet fart. CALLs on LNG for Monday

stickman07738

I had them on my watch list since Election Day. Curious about FLR price crashing / missing earnings - would have thought it would have been better with Trump's drill baby drill and an LNG terminal infrastructure play. I did not purchase, but now really need to look into the numbers and see who picked up the business, someone is building [the gulf coast LNG facilities](https://www.ferc.gov/media/us-lng-export-terminals-existing-approved-not-yet-built-and-proposed).

FunnyFlight5030

I just had a wet fart....CALLs on LNG

Cenzless

Uh this may just be unsolicited advice from someone on the internet but Cheniere is about to announce four more regular LNG trains. Getting this news in before they announce it so do with that information what you will

stickman07738

Curious about FLR price crashing / missing earnings - would have thought it would have been with Trump's drill baby drill and an LNG terminal infrastructure play. Did not purchase, but now really need to look into the numbers and see who picked up the business.

redlancer_1987

He thinks LNG is the ticker for his crypto coin

FrogFan1947

Where is all the LNG that South Korea and the EU will buy coming from? Aren't we producing at or near full capacity now? There will be shortages, or energy companies will have to spend billions on new infrastructure. Either way, expect energy prices to increase. Does Trump figure that will be good for anyone who doesn't own a US energy company?

ApprehensiveYard4071

i am half canadian and live a mile from the border. Canadian traffic is down 40% in our little village and all our businesses that rely on tourism are getting killed. So I feel that pain of getting pissed on by Trump, whose latest attempt to hurt Canada is yesterday announcing this deal with Europe to export a massive amount of LNG, even though we need the stuff here.

Shintaro1989

Apart from the tariff topic, the deal makes no sense at all. In a capitalist Europe, how can we guarantee that companies invest X billion in the US or buy Y billion worth of LNG? That's not how a market works. Do the US want us to become socialists? :D

havanabee

The EU can sell LNG to the US, no problem. Just makes $750B.

Phantasmalicious

Its not a question of whether we want to buy LNG and oil from America. We do, we really do. But they can't provide it. We imported \~350 billion in LNG/oil last year. America's total exports peaked at 150 billion. Trump is trying to run America like a startup. Scale as fast as possible without thinking about whether you can actually deliver. Them drilling a LOT more gas and oil would tank the price below the breakeven which would make it financially unviable. But it would also absolutely trash Russian economy, which would, again, be good for Europe.

ConstructMentality__

Tell that to your kids and grandkids.  You can acknowledge you have a commodity and that doesn't mean that you abuse it, but instead honor it's scarcity.  Not DRILL BABY DRILL as they attempt to sell federal land. Or opening roughly 82% of the National Petroleum Reserve-Alaska and 1.56 million acres of the Arctic National Wildlife Refuge to extraction, and expediting coal, mineral, and LNG infrastructure development 

ecaldwell888

Who gives a fuck about internet points? I didn't call you stupid? It's just not what LNG stands for. 

Dependent_Spot_4961

WTF ?!?! - AUS QLD LNG goes to South Korea - there are 3 huge LNG plants off the central coast that supports them. This is BS that they are going to drag shit from US when its just around the corner in AUS.

lyagusha

Now will LNG export facilities be built out in the hopes that the deals and commitment will be worth anything? Stay tuned

xfilesvault

"South Korea will purchase $100 billion dollars of LNG" Great, so all South Korean products now cost 15% more, and LNG natural gas prices in the US will be forced higher by this Supply and demand... we shouldn't force countries to buy our energy. All that does is artificially drive up demand... and prices. It's a train wreck all around. And he doesn't even understand how this is bad.

poopypants206

Didn't he just say the EU will get %100 of America's LNG just two days ago?

AP9384629344432

So the US in 2024 ballpark delivered like $100B of oil and $54B in LNG. Trump made the EU 'pledge' to buy $750B of US oil and gas over 3 years. Then he said S. Korea will buy $100B of LNG. I'm sure a few more announcements are going to be made. These numbers are insane lol. The world doesn't need that much LNG/oil from the US, and I don't think the US can even supply that. We're just making shit up at this point to get 'winning' headlines. Countries are either going to make 'soft' commitments that can't be enforced or sign up for 15-20 year 'deals' that can be ended at a moment's notice (say, if a future Democrat president puts another pause on exports and the contracts get ripped up due to 'acts of God').

ecaldwell888

Liquafied Natural Gas, not Limited Natural Resources. Not sure who told you what LNG stands for. 

photon1701d

with all these LNG deals he is making, can USA even fulfill this? this is why he needs Canada, even though he says we have nothing that he needs

Fuckaliscious12

Trump is selling energy that the US doesn't have to sell. The US doesn't produce enough LNG to meet all these deals.

sniffstink1

I'm confused. So a great deal has been made, South Korea forks over a shit ton of money to Trump personally to invest as he personally sees fit, and they agree to buy $100B of LNG, and in return they get ....? I had to reread his Tweet but it looks like South Korea gets fuck all in return. Is my interpretation of this Mafia shakedown correct?

MichBlueEagle

How much energy is he going to oversell? With the Japan, and Europe agreement we are already at 120% of current exports of LNG. Does he realize that means we'll pay more for gas, and electric because he's allowing the companies to export instead of keeping it in the US. Hense driving our domestic cost up. Oh and let's not forget that he wants to stop Wind, and solar energy. The orangeman is an idiot