LNG

cartmanscondom

LNG is the acronym you seek

Buff1965

Won't happen. What will happen is that the energy transition away from oil will accelerate. There are more options now from LNG to solar than existed in the 70s

downundafumunda

so hear me out because i think monday is going to be absolutely nuts for OXY and i havent seen anyone talking about this yet for anyone who wasnt paying attention this weekend — US and Israel hit Iran friday night. like ACTUALLY hit them. khamenei is dead. operation epic fury. b2 stealth bombers the whole thing. and heres the part that matters for us: iran closed the strait of hormuz in response if you dont know what that means — 20% of the worlds oil moves through that strait every single day. its closed. done. ships cant get through. right now theres 750+ ships just sitting in the persian gulf. \~450 tankers, 170ish container ships, 200 bulk carriers, even 14 LNG carriers. just floating there. hapag lloyd suspended transits. maersk suspended. CMA CGM told their ships to shelter in place. the US navy literally told commercial shipping they cannot guarantee safety anywhere in the gulf three ships already got hit near the mouth of the strait. insurance premiums for war risk went up 50-100% overnight so OPEC had their meeting today (sunday). everyone was watching to see if they'd flood supply to calm things down. they debated releasing anywhere from 137k to 548k barrels per day. they went with 206k. thats basically nothing. thats SA saying "yeah we hear you" without actually doing anything to move prices. oil stays high. brent crude was trading around $80 OTC sunday. OXY closed in the mid 50s friday. do the math on what monday morning looks like. heres why i like OXY specifically over other energy names — their permian basin breakeven is around $40/barrel. at $80 brent theyre printing pure margin. but the bigger picture is what happens AFTER the initial spike. trump told the daily mail this is a "four week process." hes literally talking about regime change. theres already talk about reza pahlavi the exiled crown prince as the replacement. if that happens iran has 150 billion barrels of reserves that come back online and guess which countries companies get those reconstruction contracts? not china. not russia. american companies. OXY has middle east operating history. they are literally positioned for both sides of this trade. short term = oil spike. long term = reconstruction contracts in a new iran thats friendly to US interests oh and if you missed it — the big beautiful bill that passed last summer already killed green energy subsidies and went all in on fossil fuel. the legislative framework for american energy companies to dominate post war iran is already law i already own OXY calls. been in since before the strikes. looking to take profits on the gap monday because i think the initial spike is where the easy money is. but im holding some april calls for the longer thesis risks obviously — ceasefire could come faster than expected. trump says 4 weeks but who knows. OPEC could do an emergency meeting and actually release real supply. OXY also has significant debt from the anadarko deal so theyre not risk free even in a good environment anyway thats my take. do whatever you want with it. i just think most people are going to wake up monday morning and panic search "oil stocks" and OXY is going to be the answer positions: OXY calls. taking some profits monday, holding april expiration for the reconstruction thesis

Infamous-Ad-8215

I’m highly invested into the LNG sector. Am I doomed or sitting pretty

wilhelm96

If the strait remains closed for more than 2 weeks Taiwan’s LNG reserves are depleted, all non essentials are shut off and TSM is proper fucked.

Dependent_Try_7199

And now when Qatar cannot export LNG, the stock will definitely go up

mrsmetalbeard

What makes you think there won't be further escalation?  The leaders are dead, but the regime stands and who replaces them?  There are still a lot of missiles and drones that can still hit targets in Israel and throughout the middle east. Oil wells, LNG ports, and refineries are not materially different in Russia or Riyadh.  Still lightly defended fixed targets that a little bomb makes a big boom.  

HollywoodHault

LNG should go up along with oil, at least until cessation of hostilities.

DerryDoberman

Somewhat. Looking at AIS there's still some traffic. https://www.marinetraffic.com/en/ais/home/centerx:56.4/centery:25.6/zoom:7 Logistics companies are going to be doing risk management. LNG tankers I heard are still moving because if they don't keep their logistics chain moving it could bring their operations to a halt and result in delayed orders. Definitely a lot of anchored vessels but plenty of tankers and merchants are still moving through the straits right now.

dqingqong

Not only that but most, if not all, time charter parties for LNG carriers include a clause that can reject passage if there is a war. So shipowner can just say no if there's a threat, and nothing the trader or LNG cargo owner can do.

Jigsawsupport

Yup imagine driving a huge LNG tanker, basically a small nuclear sized explosion barely prevented by a series of minor miracles of engineering and science, and having to try to run the gauntlet of drones, rockets, and artillery shells any one of which may cook off one of the pressure domes and kill everything in a couple of square kilometres. Now imagine trying to convince someone to insure you for trying this.

contactcapybara

Spring lends to less need to heat homes, more domestic use of LNG, more for export.

LibertarianPrime

Add some LNG as a sweetener.

LibertarianPrime

The tricky part is knowing if the big bad thing (Hormuz closure) will happen or not. Given the direct targeting of regime officials I’d say the odds are now better tha 50%. Everyone is thinking oil, but a similar and less crowded play would be to buy Chenniere Energy which is the largest LNG export in the U.S. If Middle East LNG exports get stopped, Europe and Asia will be in a bidding war for whatever the IS can export.

LibertarianPrime

Yup. Though you and everyone else on earth will be doing the same thing. A slightly more clever move might be calls on LNG as Qatar is the second biggest LNG exporter and its LNG is trapped if Hormuz shuts down. Calls on US LNG exporters like Cheniere (LNG is its ticker) would be another possible play.

External_Anteater730

Read, and I think I agree with you. On some points- \- European readoption of Russian oil will be less dramatic than what the public mainly anticipates. Germany, before the first Russian invasion of Ukraine/Crimea in 2013 was pretty much all into Russian LNG. The codependence continued into COVID at the height of the second conflict, where dependence on Russian oil allowed Russia to survive on exports- until the Nordstream pipeline was blown up, where Russia had to resort to Venezuela as an avenue to continue oil exports. Germany killed their nuclear program and has no intent on restarting these programs anytime soon, but they're looking for other avenues in countries like Morocco for imports: [https://middle-east-online.com/en/germany-revives-plans-import-renewables-morocco](https://middle-east-online.com/en/germany-revives-plans-import-renewables-morocco) I bring up Germany as representative of Europe since they carry the biggest economic stick and are a decent representation of European policies and dependencies. Russia is more likely to increase exports to India and China, but there is a bottleneck in how much demand they can muster- China's economy is export reliant, and due to the ongoing trade war factories are shuttering and unemployment has increased to 25%. India is under threat by the US to cease oil trades. The oil exports that Russia intends to draw revenue from to make up their losses from the war will be deeply discounted due to the global abundance of oil already on the market (in addition to pressures in transportation, infrastructure to move away from nonrenewables). The ending of the war and the flooding of Russian oil to a severe lack of buyers will dramatically kill the PPB (price per barrel) below what oil companies can afford to break even, especially American (they operate typically at break even prices of $30-40). \- The demand for renewables in the West is primarily powered through subsidies. Since the repeal of these subsidies, solar and wind companies have collapsed. See First Solar's earnings this week and the resulting stock drop: https://preview.redd.it/x5erxw56e6mg1.png?width=698&format=png&auto=webp&s=0186e5ccc8455a6b7bc614b6ee90440885d48a63 I hesitate to agree that renewables will be a significant factor in driving down oil demand short of meaningful initiatives to promote them. China & Europe dominate the move towards renewables, but are not primarily net consumers- the US will continue to be net exporters of oil and net general consumers due to how their economy is structured. \- Attacking Iran is inevitable in stimulating the American economy- stimulus from the Treasury printing billions per week has not spurred reinvestment in industries, and government investments in Intel & Project Stargate are floundering with Scam Altman and AI overpromising and underdelivering with the efficacy of their LLMs. A war will stimulate manufacturing, and the likely results of a quick war will achieve fast profits & an anchor point in the Middle East next to China where the US and allies can guarantee safe passage between China and Europe without having to go through the Strait of Hormuz.

Pinko1232

Fair point. I would probably aim to short companies with the greatest oil exposure. Yet, a looming supply glut is coming with LNG as supply comes online in Qatar and the US. I think the days where prices for energy could massively spike like during the start of the Russian Ukraine war are gone.

Intelligent-Mess71

The simple rule is this, a good story is not the same as a good trade. LNG exporters can have strong EBITDA and buybacks, but the stock still moves on contracts, capacity utilization, and global pricing spreads. For example, if Henry Hub compresses while international prices soften, margins can tighten even if volumes stay high. A $10B buyback sounds aggressive, but you still have to ask how much free cash flow is truly durable versus tied to current cycle conditions. Reality check, thematic trades like “AI needs power” can work, but they get crowded fast. Energy infrastructure usually lags until cash flows prove stable across different price environments. Personally I would want to see how guidance holds up if global gas demand cools or Europe refills storage quicker than expected. Are you looking at this as a long term infrastructure hold, or more of a cycle trade around LNG pricing?

Rock_or_Rol

God fucking damnit. That LNG speech was a massive nothing burger

Rock_or_Rol

Is 🥭 going to talk about LNG or is this just a rally speech because they’re afraid of turning Texas blue?? JFC. Every. Single. Speech. Is. Cheap. Talk.

Rock_or_Rol

🚨🚨🚨🚨🚨 TRUMP IS IN CORPUS CHRISTI, TX TO TALK ABOUT LNG EXPORTS TONIGHT “NEXT” IS AN LNG LIQUEFICATION PLANT BEING BUILT OUTSIDE OF CORPUS FOR EXPORTING 🚨🚨🚨🚨🚨🚨 Good luck

Rock_or_Rol

Holy shit holy shit holy shit BUY NEXT TRUMP IS IN CORPUS CHRISTI TO SPEAK ABOHT LNG EXPORTS. NEXT IS AN LNG LIQUEFACTION PLANT BEING BUILT OUTSIDE OF CORPUS FOR EXPORTING

Dependent_Try_7199

Not on the list but Venture Global will be announcing earnings before market opens on Monday. Cheniere Energy ($LNG) went up by 6% when they announced earnings yesterday. I would expect positive news from VG as well. I am long

robotpoet

This is one of the better plays supported by fundamentals i've seen on here after checking on alphaunderpressure.com. Thesis score **3.47**/ 5 *"Central Thesis Answer:* *Cheniere Energy's bullish short-term thesis is actionable but requires caution. The company delivered strong 2025 EBITDA and DCF results, beating guidance, and projects further growth in 2026 with new production capacity coming online. The $10B buyback signals management confidence, and a long-term contract with CPC Taiwan supports revenue durability. However, earnings miss in Q4 and weak sales growth over recent years, combined with a low quick ratio and institutional selling, introduce risk. Valuation remains elevated relative to book and growth expectations. Near-term catalysts include capacity ramp-up and buyback execution, but risks from LNG market volatility and contract renewals persist. Overall, fundamentals support a bullish stance, but balance-sheet pressure and mixed earnings quality temper conviction."*

Wee_Creep

Totally agree, the narrative around AI has been so focused on chips that people forget they don't run to hype,they run on power. LNG feels like a quieter way to play the same trend.

SwitchedOnNow

Most base load plants in the US are gas powered. That's not changing any time soon. We also export more LNG than anyone else.

YesterdayAmbitious49

I’m pretty well invested in a smaller future competitor to LNG

ResponsibleAnt8049

guys they're gonna bomb iran. they expect full capitulation from them. that is not happening. & as they said, all us assets, oil, & LNG shipping become targets.

PositiveToe2761

Buying more LNG today

Much_Candle_942

🐻 comment: imagine you need energy off grid. Wouldn't it be cheaper, more practical and quicker to get LNG powered generator, than to build a nuclear power plant?

FauxOutrageMachine

Here's my long term case that will start to play out over the mid-long term. We're breaking back into a world where spheres of influence will re-emerge. Europe can no longer rely on the US, so we can expect Europe to begin re-industrializing defense, tech, and energy without the US. No relying on US companies for cloud tech. They will reduce links on US defense parts. Additionally, US LNG shipments helped fill the energy need when Russian gas stopped. That's no longer a guarantee, its a possible weak point a hostile US can use against them. So alternative energy needs can be developed elsewhere. Dealing with China will feel less crazy, but they still need to keep them at arms length. Pacific. The US cannot be trusted to defend Taiwan, so what does that mean for Japan and South Korea? Alternatives measures must be taken. The treatment of South Korean Hyundai workers will leave lasting damage, and advanced battery tech is coming out of China as the US turns back to oil and neglects clean energy and modernizing for the electrical needs of the future. These countries will look towards each other, and away from us. India. For over a decade now, US companies have been building facilities in India, staffed by Indian workers. They're now actively encouraging data center adoption in India with tax breaks. Indian H1B workers now just stay on Indian soil. Why come to live an increasingly un-affordable life in the US? They can stay there (until they get replaced with AI). Latin America. Chinese agriculture deals are coming in now that China stopped buying from the US. Combined with the Belt and Road initiative, expect deepening ties to grow. The US doesn't want to support foreign aid anymore, China does (with strings). The US educational advantage will start to dry up. College has become un-affordable, so we can see more declining enrollments and closures. We won't fund research here, so the best and the brightest won't come here, they can go to Canada or Europe where they don't have to worry about ICE, or Alligator Alcatraz. Collective brain drain. As the crumble continues, US Treasuries will lose their luster, accelerating our fiscal issues. The new GOP acolytes, those who have known only Trump and Nick Fuentes, will come into power. Active gridlock prevents real reform. Debt prevents us from modernizing. The global economy will continue, forming new links around the USA, instead of with it. It won't happen overnight, but it will build over time. They may eventually forgive us, but they will not forget. Maybe it gets fixed eventually, but I don't see it happening in the near-term.

nopigscannnotlookup

The infighting amongst the euro countries will lead to the obedient capitulation. It’s painfully obvious the world is being carved up into a West and an East, with Europe siting in the middle. And because they lack the collective will, this internal friction prevents Europe from acting as a unified power. It’s a playground where the superpowers exert influence until Europe eventually, and obediently, picks a side. Good example: hey lets get off of Putin’s nat gas only now to be reliant and dependent on the teat of American LNG, yay!!!

Dependent_Try_7199

Venture Global - US attacking Iran would block Qatar from exporting LNG and the share price would skyrock

AICHEngineer

China and india account for ~90% of new coal power capacity being built right now, makes sense for the 1b+ pop countries to need it. USA has massive nat gas production, we are a huge net exporter of LNG. My company is an EPC that builds emissions handling and heat recovery systems for nat gas turbines to increase efficiency and meet air permits, we have booked more orders than we ever have and expanded headcount massively. Its gonna be a busy 5 yrs. All about that gas, but myself? I plan to be here for the feast but will leave before its over, ~2 yrs from now. Fossil fuels will inevitably become a small share of the grid, and that share will be gas with backup ULSD, coal will just vanish from the grid mostly. Coal is too dirty, sooty. Nat gas comparatively is clean! You can do high efficiency HRSGs on the back end to recover the ~1200degF exhaust leaving GTs and they dont foul up with soot like coal would. Coal so hard to work with, needs larger land plots to store large coal piles rather than an easy gas pipeline, they have much taller exhaust stacks to handle dispersion requirements. Everything about coal is worse than gas, including the mining process, logistics, new plant buildout, operator safety, emissions compliance, all of it is more expensive now. Some of the coal plants being kept online for political clout are net losers for the utilities because its simply expensive to keep the old equipment online in the face of new market forces. Gas is the immediate future and the next ~10-20 yrs future tops. Mostly solar is the future beyond that, inevitable.

YesterdayAmbitious49

Its nice seeing my Rio Grande LNG project catching a bid. Somewhat of a lottery ticket play.

Foreign-Teacher-9931

Oil and gas. $VG will be a solid bet for LNG.

PositiveToe2761

LNG to the moon per mr pump

Whatevs56

Well a couple of things about AUS. The strong Aussie dollar made it too expensive to manufacture and Aussies wanted EVs. The domestic market was too small and they let too many other cars into the market. Carney thinks we’ll still be able to manufacture as we have the resources, auto parts manufacturers and workforce. It’s just going to be different car manufacturers and it’s going to be EVs and military vehicles/hardware. Seems to be supporting Ai, space and drones as well with companies like Cohere, MDA space, telesat. The rearmament of ourselves and Europe is a big part of it. Smaller “strategic partnerships” with countries for Oil/LNG/Minerals/lumber/investment seems to be a theme. Attracting capital is hard to do next to the US but you can trade for it. I think there is opportunity in all of this, especially with the rearmament side of things. The weaker Canadian dollar still works for manufacturing but we just have to worry about getting things to other markets. I actually think Canada will boom just from the shear amount of infrastructure and defence spend. Two things I think they should do is issue war bonds and cancel all the climate BS.

wallsallbrassbuttons

Blackstone ($BX). World’s largest private equity fund. Acts almost as an ETF in that it’s a conglomerate of stakes in other businesses. Heavy investment in energy, especially LNG. Exposure to real estate, some tech in companies like Bumble and Ancestry.com, brick and mortar businesses like Jersey Mike’s. Dividend is currently around 3.5% with some capital appreciation. I like the blend of income and exposure to businesses not covered in other indices. It’s my largest holding outside of said indices and is currently at attractive prices given 52 week trend. I just bought more last week. 

Heavy_Discussion3518

Yeah I was happy I jumped in.  They are doing well to combine tracking arrays with field-installed EBoS that balances against other power sources.   They have a huge install going in Saudi Arabia.  More global footprint allows them to avoid the shitshow Dept of Energy decisions that "balance the playing field" for LNG.

yngseneca

Cantors PT is based on only two things: the LNG contracts and the gold contract. Nothing else. Tech is valued at 0 and I think will remain that way until they bring the digital title to the exchange. 

-Crash_Override-

The collapse of access to Russian pipeline gas was a massive blow to affordable energy in europe. Prices are currently sitting at 2x pre war levels. > We have good releations to many nations wlling to export LNG at affordable prices, Of course, many nations, like...*checks notes* ....the US. I swear, the jokes just write themselves.

Nickfreak

What? We have good releations to many nations wlling to export LNG at affordable prices, plus good coverage from renewables. The US is going straight to a weird oligarchy with p3do tendencies, zero health care and falling IQ.

Ok-Chapter8930

Checkout out GTT, a monopoly on LNG boat transport and strong IP moat.

Esoteric_Hold_Music

Equinor is an interesting option to look at. It's Norwegian with muted exposure to the US, and while its involved in oil and LNG, it has the lowest footprint out there for those. They've also been building a lot of renewables as part of their long term zero-carbon goals.

Reasonable-Load3326

LNG

Lost_in_Torontoh

Yes they own the biggest nuclear fleet, Ceg owns the biggest gas power production, they don't own natural gas production ( slightly higher than vst gas power production if they successfully acquire cagnex by year end), the solar wind and hydroelectric is tiny. Their new gem is owning the biggest geothermal production now but then again CEG is trading at a huge premium over VST, VST is trading at a huge discount vs the same companies in this sector like LNG CEG and TLN, also.VST has a much more aggressive hate buy back.

NatBitty

Energy analysts are notoriously retarded and always predicting over supplies. EIA revises their demand forecast up every single year. I work in the industry. Royalty companies and natural gas / LNG names will continue to crush it.

2QuarterDollar

I made a huge mistake back in 2022/2023 when I thought LNG prices were going through the roof due to Russia cutting off EU, so I put a lot of money in a 3NGL ETF. I did not realize that the average holding period is supposed to be 3 days or less lol. The leverage down is way harder than going up. Especially with commodities that track the futures contracts. A huge spike or drop is usually quickly corrected and you need another spike (russian invasion) or something crazy to get the returns you imagined. So only if you expect multiple crazy events quickly after each other, it makes sense to buy -3 or +3 leveraged ETFs imo

_hiddenscout

**Powell Industries (NASDAQ: POWL)** reported first quarter Fiscal 2026 results for the period ended December 31, 2025, with **revenues of $251.2M**, **gross profit $71.4M (28.4%)**, and **net income $41.4M ($3.40 diluted EPS)**. New orders totaled **$439M**, backlog reached **$1.6B**, and cash and short-term investments were **$501M**. Quarter-over-quarter declines reflect typical seasonality; year-over-year comparisons show stronger margins, higher orders, and backlog expansion driven by Electric Utility, LNG, and data center megaprojects. **First Quarter Key Highlights:**  * Revenues of $251 million increased 4%; * Gross profit of $71 million, or 28.4% of revenue, increased 20%; * Net income of $41 million, or $3.40 per diluted share, increased 19%; * New orders totaled $439 million, an increase of 63%; * Backlog as of December 31, 2025 totaled $1.6 billion, an increase of 16%; * Cash and short-term investments as of December 31, 2025 totaled $501 million. >Brett A. Cope, Powell’s Chairman and Chief Executive Officer, stated, “Ongoing levels of solid project execution drove a strong start to our fiscal year, as we delivered a gross margin of 28.4% despite the typical seasonality and lower volumes that define our first quarter. We also experienced high levels of order activity across most of the markets we serve, as the $439 million of awards booked was the highest quarterly total in over two years and led to a book-to-bill ratio of 1.7. Activity in our Commercial & Other Industrial market has accelerated considerably, as this market accounted for almost one-half of our awards in the quarter, and the average project size that we are pursuing and winning has grown substantially, highlighted by our first megaproject^((3)) order in the data center end market. Also, we won a very large LNG award to support a project along the U.S. Gulf Coast, as this market continues to exhibit favorable dynamics. Overall, our fiscal year is off to a great start, and our results continue to demonstrate both the breadth of investment in electrical infrastructure, as well as Powell’s unique ability to deliver engineered-to-order solutions.”

MrKayn2021

Where did I say they had to buy American oil? And they do buy Saudi oil. And Russian LNG

MagnesiumKitten

Ambitious: Neither China nor Russia are credible threats to Greenland, especially given it is part of a NATO country Firstly, the costs of warfare in the Arctic is astronomically expensive, and it's such a low probability event. Which is not the same as setting up Military Bases or warning systems to deal with these regions. And what would you exactly mean by China is not a credible threat to Greenland? An invasion risk? Peking does have something called the Polar Silk Road Initiative. An extension of economic advantages, geopolitical advantages, and potential military advantages. /////// The Polar Silk Road (PSR) is a strategic initiative by China, officially introduced in 2018 as part of its Belt and Road Initiative (BRI), aiming to develop shipping lanes and infrastructure in the Arctic. China formally declared itself a "near-Arctic state" and seeks to enhance its influence in the region, which is traditionally governed by Arctic nations. //////// The Yamal LNG project is significant, and Russia's Sabetta port. As they work on trying to work on their arctic oil exploration and extraction of natural gas. \- China’s "Polar Silk Road" initiative, integrating Arctic shipping lanes with increased infrastructure investment, introduces significant military implications by advancing Sino-Russian cooperation, enhancing dual-use surveillance capabilities, and potentially facilitating submarine operations in the Arctic. \- This expansion challenges Western interests, prompting increased NATO surveillance, Arctic infrastructure development, and concerns over hybrid threats to critical infrastructure.

tachyonvelocity

I reiterate that the small banks are completely underowned. As short term rates are being forced down, bank earnings are literally booming. An example, ISTR a bank benefitting from the LNG and US shale natural gas boom, despite reaching ATH, is cheaper than it was a month ago at 9x fwd EPS. Guided EPS is 50% higher than pre-covid yet it's only 17% higher. There is still 20-30% easy upside from here. INDB trading at valuations near covid lows despite EPS literally at ATH. WAL still trading at discount valuations despite recent loan losses equivalent to 0.1% of loans. If not for the AI trade, these would have been the best investments of the last 2 years. There is a good reason for this: Post-covid inflation from Russian War and reopening, was like a mini-1970s great inflation event. Inflation boomed from oil, then fell back down quickly. The same thing happened with banks, inflation became so high that Fed raised rates, pushing banks to extremely undervalued prices. Now that inflation is back down and interest rates fall, bank stocks are booming as it happened post-1980s. At some point they will become fairly valued, but it's still 20%+ from here because we haven't reached the interest rate bottom, nor are they even trading at normal valuations.

MacroBombastic

Tbh I pasted the post on my gemini chat (all the prompts were created to work well on the economy world) it's reply: **1. 🛢️ Energy Sector (US Oil & Gas) - BULLISH** * **The Shift:** India replacing Russian oil with US (and potentially Venezuelan) oil creates massive new demand for US exports. * **Impact:** US energy producers and exporters (LNG/Crude) will see increased order flow. * **Your Portfolio:** This reinforces the "Real World Assets" thesis. Energy demand is shifting to trusted allies. **2. 🛡️ Defense Sector (The "Lockheed" Angle) - SUPER BULLISH** * **The Context:** Historically, India bought most of its military hardware from Russia. Trump's post mentions a commitment to buy "$500 BILLION" in US products. * **Implication:** A pivot away from Russia likely means a pivot **towards US Defense contractors** for future jets, missiles, and tech. * **Direct Impact:** **Lockheed Martin (LMT)** and similar defense primes could see a generational influx of contracts from India to replace Russian legacy systems. **3. 💻 Big Tech & Manufacturing - BULLISH** * **The Deal:** Modi committed to buying "Technology" and lowering barriers to "ZERO". * **Impact:** Companies like **Microsoft (MSFT)** and **Tesla (TSLA)** (which has been trying to enter India for years without high tariffs) now have a red carpet entry into the world's most populous market. * **Specifics:** If India drops tariffs to zero as Trump claims, Tesla could finally launch effectively in India. **4. 📉 Geopolitical Risk - MIXED to LOWER** * **Russia:** This isolates Russia economically, potentially forcing a faster end to the Ukraine war (as Trump claimed). * **Market Sentiment:** Markets hate uncertainty. If this signals a path to ending the Ukraine conflict, the "War Risk Premium" on oil might drop, but the volume of trade for US companies increases.

LasyKuuga

Shout out to my fellow regards LNG ain’t for everyone that shit stressful

Sufficient-Skill9530

I am convinced a kinetic war is coming between the US, Israel and Iran that will further escalate polarization between those within American hegemony and BRICS. This could very well kickoff this week. If war does begin soon, those antagonistic to the US will start dumping US treasury bonds and the US will be forced to print USD to high heaven to pay for the conflict, which would devalue USD. Assuming world elites and institutions know this is coming, which they undoubtedly would know if it was, it makes sense for them to drive gold prices down temporarily to make skittish retail investors jump ship as we saw on Friday, then gobble up gold positions at deflated prices. There is simply no way that the price of gold will not soar to unprecedented levels if a major war begins. Iran is not Iraq. It is massive, mountainous, has a large well educated population able to withstand hardship, and has reasonable offensive capabilities. Also, this war is an existential threat to the state. The Iranian regime watched what happened to Iraq, Syria, Libya, etc., and know that they are entering a total war scenario once it starts. In which case, Iran would certainly close the Strait of Hormuz and the Houthis would attack any ships they can in the Red Sea. I don’t need to overstate the effect this would have on regional economies, the price of oil, LNG, and so on.  There are just too many coincidences aligning. The new Fed chair being named, the release of even more damning Epstein files, the fact that the new Fed chair is named in the damning Epstein files, the US government shutdown, it’s just too much at once. We also can expect that Netanyahu will continue to escalate because if things normalize in Israel, he faces very real culpability for his past corruption and Gaza conduct.  I believe something is coming to a head between Iran, Israel and the US and I fear bad times are inevitable. Gold is always seen as a safe refuge in turbulent times. Make of this what you will. 

LasyKuuga

Waiting for LNG to give me a sign rn. Further dump or reversal 🤔

teamnani

Indian LNG imports are negligible compared to their energy mix. It is increasing, but will take a few years to reach a significant portion.

ducationalfall

So weird they’re getting from the LNG from the U.S. when Qatar is so much closer to India.

AlexFranz

They are getting LNG for electricity from the US. Calls on us producers

AlexFranz

India is getting LNG from the US

AlexFranz

Buy VG and other us based LNG companies. USA is the main supplier for India.

tikimandude

European countries aren't interested in purchasing American LNG because they can't rely on the the frenetic and unpredictable trade policy of the admin... ART OF THE DEAL LMAO 🤌

Intrepid-Distance-54

I've been long holding NFE, NEXT, LNG and VG .. let's go!

Proper-Plantain9387

Once we share our gains, we can start to see the pattern of which sectors are doing best. To me, it seems Metals & Miners like Gold, Silver, Copper, Lithium, Aluminum & Rare Earths are all going to take off this year, from this new world-wide demand and build-out needed in Electric, Renewable Energy, AI Data Centers, Batteries & Energy Storage Technology. Natural Gas would also be a top pick for me, i.e. Comstock Resources (CRK) - since they are a pure-play Natural Gas Provider based in Texas focusing on selling its production to Gulf Coast LNG exporters, targeting international markets.

CarRamRob

Eh, the USA still produces the most oil, LNG, and has more aircraft carriers. They may be 1870’s England, but if their wars vs what knocked the UK down are not comparable.

littlecomet111

That’s why natural gas has been going up so much in recent days. Iran’s ace card is to mine the sea, preventing the delivery of LNG.

Brok_Kolie

Agreed on NFE. Shorts can't seem to brute force it below black rocks position still. And shares avail are slamming 0 again, from a squeeze standpoint this is still poised. Also imo poised for a great long. I was saying earlier in the nfe forum that current geopolitics are likely to shift America whether they like it or not to isolationism. Causing them to have to rely on domestic LNG solutions. https://preview.redd.it/o2hdxseiv9gg1.jpeg?width=1080&format=pjpg&auto=webp&s=30801d99c1e5bfc6714f7f1667752956c7089872 [https://fintel.io/ss/us/nfe](https://fintel.io/ss/us/nfe)

Antilokhos

They're more like Cheniere in that they're actively exporting LNG now. They'll be more stable and less risky than NEXT, which is great. But with less risk it's not going to payout like NEXT can. I was looking for high risk, high reward plays for 10% of my portfolio while the rest sits in VOO. NEXT fits that better than VG or LNG does for me. If it hits, great, I've got a fancy boat in my retirement. If it doesn't, I really only ever wanted a kayak anyway.

sNeKbIt99

Canada and India have high level talks regarding energy supply and diversification. Meanwhile, Canada has record exports of LNG.

hodd01

Slightly different but in another commodity market there is a ratio that has been blown out for a long time as well. Crude oil 7 : nat gas 1 . The reason for the ratio is the energy density equivalent of the two commodities which for the longest time were pure energy. Now they branch off into different products but regardless $70 oil should mean roughly $10 nat gas and as the world continues to rapidly increase LNG export/import capacity that ratio will naturally, over time, come back into play.

No_Aerie_2717

Venture Global US LNG

Antilokhos

I've been buying NEXT (Next Decade) every time it dips below $5. They're building a huge LNG export facility near Brownsville, Texas. If you believe in LNG exports, it's a solid play if you're willing to be patient as they're still under construction. Let's start with the obvious negatives. You're getting no revenue until late 2027 at best, so a long time for no money to come in and they have a LOT of debt. Any sort of construction/regulatory delay is a risk. Given we're so far out from revenue, there's obviously a decent risk for dilution of existing shares which would obviously not be fun. Now, for the positives, they are currently building 3 trains on site, they've got 2 more with financing lined up and work will be starting on those as well. They have room for 10 total, making them a massive LNG export hub. So far, the construction has been financed against future revenue, not by selling additional shares, so that's helpful about the dilution concern. Bechtel is building the facility on a turnkey contract, they're the best in the world at building LNG infrastructure and are incentivized to complete it on time. They're currently ahead of schedule. There's been a relatively healthy amount of insider buying at the current prices, both by individuals and by their partners. That's always reassuring. They've also secured their financing on 20 year contracts, so the money IS coming, it's a question of when. Check out Cheniere Energy ($LNG). That's who NEXT is trying to copy. Cheniere currently exports 47 million tonnes per annum of LNG, NEXT's new facility is aiming for 50 when they're done. So there's plenty of profit and, eventually, a fat dividend, assuming they execute correctly. I think the market is still pricing this as a construction project and I think we're past the worst of that now which is why I'm happy to load up now. I think with their next earnings, if we see construction remaining ahead of schedule we'll start to see the stock rerate well above $5. Most analysts have a 1 year target in the $9-$10 range if you value that at all. That being said, I'm not sticking a ton of money in there, I've got about $5k right now. But I'm happy to let it sit for 2-3 years and see what happens. Should things go well and all trains come online, I think the eventual dividend will payout every year more than what I've bought my shares for now. And even a middling result should see some solid profit.

Rock_or_Rol

Dear sweet, sweet regards NFE (LNG infrastructure company) has over like 33% of its float shorted last I checked. Decent news in January for debt restructuring and a new contract to keep cash flow buoyant. They went from line $60 in 2022 to $1 this last month but swept $2 last night after news they won’t ded in the next few months. Nice rally but still a LOT of upswing. Beautiful short squeeze opportunity. Calls are beyond juicy too. Pulling back on their rally now. Hoping we don’t lose that momentum 🤞

LasyKuuga

LNG up 34% what the actual fuck. LNGS longs are just free money rn

LasyKuuga

LNG had the dirtiest bear trap today damn

LasyKuuga

Surely LNG can’t pump like 15%+ everyday right? Like at this rate pretty sure Nana isn’t it make past this winter

NonimiJewelry

100% anything tracking LNG, NFE for the shortsqueeze

Th1rt13n

VG for LNG exposure CCJ / UEC nuclear. Eyeing UUUU now

LasyKuuga

LNG up but 70% past week but 🥭 gonna tariff Canada and it feels kinda cold today. Pump more this week?

BrockDiggles

Step 1: download meteorological app Step 2: buy LNG futes accordingly Step 3: profit

NonimiJewelry

LNG is up 75% and the actual companies related are following. Calls on NFE, CQB, XOM and oil

CallMyAccountant

Technically they do produce LNG from Altamira.

tachyonvelocity

There needs to be some differentiation here. LNG is not "natural gas," nor are all countries' natural gas consumption and LCOE the same. S+W LCOE in the US is higher than almost all over the world, because of lack of subsidies, regulatory pressure by a pro-fossil fuel admin, and tariffs on China. S+W LCOE is lower all over the world. Meanwhile US PIPED natural gas LCOE is very low, competitive with S+W, because of shale. However world natural gas LCOE is very very high, and uncompetitive with S+W or coal, unless you are Europe who is forced to phase out Russian piped natural gas. So whether natural gas is competitive against S+W depends on relative local LCOEs. Local LCOE of global countries is massively towards S+W, as LNG is so much more expensive. This is why LNG, as in non-US natural gas consumption, is not set to grow much faster.

_hiddenscout

I think it's my phasing, was referring to natural gas as LNG.

tachyonvelocity

The reason why turbines are such a long wait IS part of the bearish case. Not sure we're talking about the same things here. LNG is for US exports, the US doesn't consume LNG, the global demand for natural gas is what affects LNG. That natural gas turbines are such a long wait IS why LNG is bearish. If turbines for electricity generation doesn't come online and requires years of wait times, how could a power plant consume more LNG?

_hiddenscout

Because LNG turbines are still a path forward for a lot of data center and other energy names since there is a huge backlog to hook to the grid. Companies are looking to diversify and both have strong growth. For example, it's about a 7 year wait time for an LNG turbine [https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/052025-us-gas-fired-turbine-wait-times-as-much-as-seven-years-costs-up-sharply](https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/052025-us-gas-fired-turbine-wait-times-as-much-as-seven-years-costs-up-sharply) They are in such demand right now, that companies are actually retro fitting jet engine to use them as turbines. I'm very bullish on BESS in general, but LNG is going to take a while to phase out.

tachyonvelocity

Agreed on BESS, but why LNG? They are actually opposite theses. LNG is naturally much more expensive than local pipeline prod, 3 times as expensive. Natural gas is thought to be a "bridge fuel" for inconsistent solar and wind. BESS makes S+W more consistent, so that challenges the need for natural gas. The LCOE for S+W is lower ex-US because there are either subsidies or freer trade with China, but even in the US, S/W LCOE is lower than natural gas where piped is 3 times cheaper. European natural gas consumption for example has decline for 3 years, so EU is not a LNG growth story.

_hiddenscout

Most power generation is going the way of LNG and BESS.

RanchHandlher

A bit of DD. I actually bought this company as a long hold about two weeks ago. They’re considered critical infrastructure. They have a $12.8 billion in assets. 440 million of that is cash They have $10.7 billion in liabilities. 9 billion of that is debt. They had 1.7 billion in revenue trailing the past 12 months with that currently declining as they sell off assets to raise money to service debt. Revenue is not currently expected to grow much in 2026, however FEMA has already guaranteed $660 million to them in 2026. So hopefully revenue will be more with the added payment from FEMA. They are currently trading at a market cap of 350 million, which is a fraction of their liquidation value. Ultimately if they can gain some runway, and LNG value increases, especially if they can continue to grow their charter revenues with long term FSRU contracts and finish a 3 billion dollar deal with Puerto Rico to supply natural gas and build a power plant there. Combine that with their restructuring, they should have a chance to pay down their debts and increase their revenues and potentially become profitable. Ultimately they were trading at a market cap of 7.7 billion in 2023. Which is a multiple of 22x from the current price. I don’t suspect we will see anything that high for many years. However, I do think they have a current value of roughly 1-1.5 billion which is around 3x to 4x their current trading value. I’m holding based on that current net enterprise value while I watch over the coming year to see if they can successfully execute a turn around. Based on that I’ll decide if I want to continue to hold. My hope is they will successfully execute a turnaround and make a recovery back to a market cap of $4 or $5 billion by 2027. But that’s a best case scenario. https://ir.newfortressenergy.com/static-files/7678d91e-4360-457c-8722-cd90beeaaffc#:~:text=Our%20Fast%20LNG%20asset%20has,committed%20to%20use%20the%20proceeds

LasyKuuga

LNG up another like 10% today full port LNG calls last Friday was a literal generational opportunity wtf

pigeon_shit

Bc my VG leaps are printing and LNG will be the fastest energy to scale for data centers

Wild-Astronomer1200

I would not be worried about any exit 3 to 4 years from now. This will be a $30-$45 stock and around that time. A lot of their debt will be under control and they will come out with a really higher dividend. That will be very attractive. They are in the growing phase right now. That’s the reason they have so much debt, but they are in position to be the big Hall at the trough when it comes to LNG purchasing shipping delivering and selling. Cheneir energy group stock is selling for around 250 or so right now and VG will overtake them in a few years as far as market, share market cap and everything else So what evaluation do you think venture global stock will be at that time it will be 10 to 20 X what it is right now

pigeon_shit

VG (Venture Global) DD — LNG With Lawsuits Ticker: VG What it is: U.S. company that exports natural gas overseas as LNG Why it matters: Europe + Asia need gas for decades ⸻ What VG Does (Plain English) Venture Global builds LNG export plants. They take cheap U.S. natural gas, liquefy it, put it on ships, and sell it overseas at higher prices. Their edge: modular construction → build pieces off-site → assemble faster → ship LNG sooner → get paid earlier Assets: • Calcasieu Pass – already shipping LNG • Plaquemines LNG – turning on now • CP2 LNG – approved and funded, next big build Getting 4 projects approved (FID) in under 6 years is fast for LNG. ⸻ Contracts / Demand (Why Revenue Exists) VG signs 20-year contracts where buyers agree to take LNG or pay anyway. Recent deals: • Eni – 2.0 MTPA • PETRONAS – 1.0 MTPA • Naturgy – 1.0 MTPA • SEFE – +0.75 MTPA • Atlantic-SEE – 0.5 MTPA • Tokyo Gas – 1.0 MTPA MTPA = million tons per year Total recently signed: ~5+ MTPA, mostly Europe & Asia utilities locking in supply. ⸻ Ramp / Operations (Are They Actually Shipping?) Q3 2025: • ~100 LNG cargoes shipped • ~372 TBtu exported Translation: ships are moving and money is coming in, not just PowerPoints. ⸻ The Problem (Litigation) Why the stock is cheap. VG sold LNG on the spot market while plants were still “commissioning” instead of delivering to long-term customers. Result: • BP already won ~$1B • More cases still open (Shell, Repsol, Galp, others) • Separate shareholder lawsuits from the IPO Best case: settlements, clarity, stock rerates Worst case: more payouts, stock stays stuck ⸻ Valuation (Why Look At It) P/E = price relative to earnings • VG: ~9–10x • Cheniere (LNG leader): ~11x • Energy sector avg: ~18–20x Market is discounting VG because of legal risk, not because LNG demand disappeared. ⸻ My Position (Skin in the Game) • 2,481 shares, avg $7.68 (started around $17) • 6× $10 calls (LEAPS) exp 1/21/2028, avg $2.28 Long-term bet that LNG demand stays strong and lawsuits don’t get worse. ⸻ TL;DR • Real LNG exports • Real long-term contracts • Real lawsuits • Cheap if legal risk clears, dead money if it doesn’t (Spain risk just cleared) ⸻ Disclosure: AI was used to organize this write-up. All facts, numbers, and positions were reviewed and verified by the author. Not financial advice. I just ship gas bags, not wisdom.

Rednos24

\>Europe routinely forgets that they still give more money to Russia You understand profits and revenue are different things though right? We are literally having this conversation on r/stocks, you have to know why this logic doesn't go up. And even then, Europe is consistently lowering reliance and buying more and more American LNG. It's mad you can complain about that as "leeching" while imports of gas from your country quintupled. Simultanious hot and cold type logic. \>You are relying on emotions for Europe’s POV but now the US cant use that same line of thinking? Huh? You can, I literally told you I won't argue with that. What would be really, really silly is me denying MAGA emotions exist and thinking you guys will forget what you believe. Which is what you were doing for incomprehensible reasons. Again, it's fine if you don't want to have any form of positive relations with Europe. That's policy. It just truly baffles me that you think that's either temporary or a one-way street.

Safety-International

FYI I just bought 35k worth of LNG stock since it’s underperformed spot price

CAFN8TD

I think we were talking about non-US sources. I agree the US has plenty of options for LNG export to Europe. Canada, even though they have immense resources suffers from regulatory and political burden. Let's see if that changes anytime soon. I doubt it.

Total_Schedule591

$NEXT is a LNG company trading low. Bet it jumps to $15 by march and make me a thousand-aire

AntoniaFauci

> Possible but unlikely anytime in next 10 years. The issue is getting pipelines permitted and built to east coast but also LNG facilities permitted VG is ready now and investing to 7x their capacity over the next 2-3 years

CAFN8TD

Possible but not probable. Another big challenge is all the "first nations" who own land in and around the vicinity that would be opposed to an LNG export facility or refinery for crude export. It's possible you could negotiate with them and give them equity or some other terms to make a deal work for negotiating easements and land use. But you are still subject to federal and provincial regulatory scrutiny / barriers on top of that.