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Cheniere Energy Inc

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Reddit Posts

r/wallstreetbetsSee Post

Bidens pause of LNG export approval

r/wallstreetbetsSee Post

STNG - Part 2 of my 4 part Red Sea Shipping Series

r/wallstreetbetsSee Post

TNK - 2 p/e crude oil tanker DD, Part 1 of 4 of my Red Sea Shipping Series

r/wallstreetbetsSee Post

60k shipping YOLO, STNG TNK TNP ZIM inside

r/wallstreetbetsSee Post

Direction of Shipping Stocks?

r/stocksSee Post

Opinions on Enbridge after their acquisition of Dominion Energy Inc?

r/ShortsqueezeSee Post

$TELL, trading at ATL’s, possible 100% gain

r/stocksSee Post

Nuclear Energy Stocks?

r/investingSee Post

Based on Germany and looking to invest

r/RobinHoodPennyStocksSee Post

Today's most active penny stocks and why they're moving

r/optionsSee Post

Why Gas Prices Are Climbing and How I'm Positioning Myself for December

r/smallstreetbetsSee Post

$NCNC demonstrates its X-SEPA lithium-ion battery technology. Proves it enhances lifetime and performance

r/investingSee Post

My Willy-Nilly Stock Portfolio

r/StockMarketSee Post

The stocks of LNG shippings have risen for the second consecutive week.

r/wallstreetbetsSee Post

Rio Grande LNG will be one of the lowest greenhouse gas emitting LNG facilities in the world! - $NEXT

r/wallstreetbetsSee Post

Interview with NextDecade CEO Matt Schatzman about financing 18 B$ Rio Grande LNG terminal - NEXT

r/wallstreetbetsSee Post

A new buy recommendation on NextDecade LNG brings on a bull stampede - NEXT

r/stocksSee Post

BP - appealing potential

r/stocksSee Post

Are there any pure Natural Gas plays?

r/wallstreetbetsSee Post

New LNG export facilities will add billions to Texas economy - Nextdecade $NEXT

r/wallstreetbetsSee Post

TotalEnergies CEO Says U.S. LNG ‘Important’ to Strategy and European Natural Gas Supply - $NEXT $TTE

r/wallstreetbetsSee Post

Natural gas price recovery: a tale of two tickers (AR and RRC)

r/StockMarketSee Post

LNG shipping stocks: Optimism persists

r/pennystocksSee Post

TGLO, parent Delfin Midstream on target to be America's first Deepwater LNG port

r/StockMarketSee Post

The new UPI Weekly Report on LNG shipping stocks: Last week, the UP World LNG Shipping Index increased by 0.77 points or 0.51%, reaching 150.44, while the $SPX gained 2.42%. Despite this, there were significant fluctuations, with the gap between the best gainer and the biggest loser exceeding 57.

r/wallstreetbetsSee Post

Is the bottom in for LNG?

r/StockMarketSee Post

For those interested in LNG shipping stocks, there is a weekly update based on the UP World LNG Shipping Index. This index consists of stocks of 19 global LNG shippers.

r/investingSee Post

CME Group: if you think WTI is a manipulated commodity or a necessity- it once upon a time was until 1983

r/investingSee Post

How do I decide between initating a new position vs adding to an existing one?

r/stocksSee Post

Looking for help on when to initiate a new position vs DCA an existing one?

r/optionsSee Post

Playing the Gas Market: A Comparative Analysis of BOIL and UNG

r/pennystocksSee Post

Enterprise Group (TSX: E / OTCQB: ETOLF) - A Leaner Company To Benefit From Canada's Energy Resurgence And LNG Exports

r/wallstreetbetsSee Post

NextDecade CEO Says Rio Grande LNG Financing Close, Likely Last U.S. Project to Reach FID in 2023

r/WallstreetbetsnewSee Post

NextDecade: NEXT a Texas LNG producer that seeks FID in June (13$ price target)

r/pennystocksSee Post

NextDecade: NEXT a Texas LNG producer that seeks FID in June (13$ price target)

r/wallstreetbetsSee Post

NextDecade (NEXT): a Texas LNG producer that is projected to FID in June (13$ price targe)

r/pennystocksSee Post

NextDecade surges as FERC approves Rio Grande LNG project

r/wallstreetbetsSee Post

NextDecade surges as FERC approves Rio Grande LNG project (NEXT)

r/wallstreetbetsSee Post

Nextdecade Rio Grande LNG to go forward after being approved by FERC today: NEXT

r/wallstreetbetsSee Post

Watch out! Natural Gas has reached all time floor at $2.35 & Likely to go up a lot more from here, pay attention to BOIL

r/wallstreetbetsSee Post

Don't worry, BOIL will not reverse split, Natural Gas WON'T stay low

r/StockMarketSee Post

Record Inflow of Funds into Gas ETFs: Easy Money or a Dangerous Game?

r/pennystocksSee Post

Penny stocks to buy now? 4 to watch in April

r/wallstreetbetsSee Post

Why U.S. natural gas output keeps rising as prices sink. TIL oil production associated gas is a third of nat gas production.

r/wallstreetbetsSee Post

China Shakes Up Global Energy Market with Landmark Yuan-Denominated LNG Trade Deal

r/WallStreetbetsELITESee Post

Shell signs deal to offtake more LNG from Mexico Pacific export project (NYSE:SHEL)

r/pennystocksSee Post

Enterprise Group ($E.TO, $ETOLF.OTC): Cash Flow Machine, Deep Value, Squeeze Potential

r/wallstreetbetsSee Post

FLNG- Heard the will be getting a nice jump today. 4/21 C

r/WallStreetbetsELITESee Post

Sempra reaches positive FID for Port Arthur LNG phase 1; KKR buys stake (NYSE:SRE)

r/pennystocksSee Post

Shiftcarbon (CSE: SHFT, OTC PINK: SHIFF) Continues To Grow Carbon Offering

r/WallStreetbetsELITESee Post

Lack of U.S. investment in gas pipelines 'scary,' Cheniere CEO says (NYSE:LNG)

r/WallStreetbetsELITESee Post

Sempra says on track for Q1 FID of Port Arthur LNG export plant (NYSE:SRE)

r/wallstreetbetsSee Post

Natural Gas will only rise up from here, plus Natural Gas prices will never fall again

r/wallstreetbetsSee Post

Close to Impossible for rise in Natural Gas prices to end

r/wallstreetbetsSee Post

Thoughts on TRMLF?

r/wallstreetbetsSee Post

Natural Gas to $3 to $6 to $12 and beyond

r/wallstreetbetsSee Post

Natural Gas and the return of the Bulls

r/stocksSee Post

Vessel Scrap Pricing

r/wallstreetbetsSee Post

LNG gonna be the next big profit or nah

r/wallstreetbetsSee Post

Nat Gas redux on back of the triple digit drawdown 2-16-23

r/wallstreetbetsSee Post

What's the largest holding in your portfolio right now? (and why?)

r/WallStreetbetsELITESee Post

Freeport LNG exports first cargo since last June's fire - report (NYSEARCA:UNG)

r/wallstreetbetsSee Post

Nat gas Draw down of -217 BCF and what the nat gas bears are missing

r/StockMarketSee Post

Natgas stops flowing to Freeport LNG export plant in Texas

r/wallstreetbetsSee Post

Be fearful when others are Greedy, and be GREEDY when others are FEARFUL for Natural Gas

r/stocksSee Post

Is it time to go long on Nat Gas?

r/wallstreetbetsSee Post

Downtrend over in Natural Gas. Watch out Natural Gas bears

r/pennystocksSee Post

Enterprise Group Subsidiary Awarded Project to Support Coastal Gas Link Construction (TSX: E) (OTCQB: ETOLF)

r/wallstreetbetsSee Post

Natural Gas Prices will meteorically rise due to Seasonality. Pay attention and watch out

r/wallstreetbetsSee Post

Morning Briefing 🌞 Jan 31st 2022 - Let's see if we're right again

r/WallStreetbetsELITESee Post

Shell to combine LNG and upstream businesses, slim down exec committee (NYSE:SHEL)

r/investingSee Post

Mahua Moitra was an investment banker working at JP Morgan, New York before joining Indian politics. She has been complaining about Adani's fraud to SEBI for a long time, yet SEBI never bothered to investigate the conman Adani

r/wallstreetbetsSee Post

Morning Briefing 🌞 Jan 23rd 2022 - Easy opportunities to make money today!

r/WallStreetbetsELITESee Post

Freeport LNG seeks U.S. OK to restart part of export plant; natgas pops 9% (NYSEARCA:UNG)

r/wallstreetbetsSee Post

Bottom is in for Natural Gas, buckle up, only up from here

r/investingSee Post

An update to Euro/US macro situation. FT: Eurozone set to avoid recession this year as economists’ gloom lifts

r/stocksSee Post

An update to Euro/US macro situation. FT: Eurozone set to avoid recession this year as economists’ gloom lifts

r/wallstreetbetsSee Post

LNG to the MOON because i say so

r/wallstreetbetsSee Post

Close to Impossible for Natural Gas Prices to go much lower from here

r/stocksSee Post

A truly different environment - how do you think the stock market will play out from these events?

r/wallstreetbetsSee Post

DD - Energy Transfer (ET)

r/StockMarketSee Post

Latest Zoltan Pozsar from CS - "War and Commodity Encumbrance" - Deep Dive Into Geopolitical Risk, Global Currency Networks and Commodity Markets

r/stocksSee Post

Real Impact of China Reopening

r/wallstreetbetsSee Post

India Bullish Case for $TELL Tellurian

r/investingSee Post

Natural gas long vs DAX short?

r/wallstreetbetsSee Post

LNG Cheniere energy most overvalued energy stock.

r/wallstreetbetsSee Post

Tellurian might be in trouble

r/stocksSee Post

Uniper long DD

r/wallstreetbetsSee Post

Uniper Long DD

r/WallStreetbetsELITESee Post

ZIM does not have a 113% dividend yield but still impressive

r/optionsSee Post

ZIM does not have a 113% dividend yield but still impressive

r/stocksSee Post

ZIM does not have a 113% dividend yield but still impressive

r/wallstreetbetsSee Post

Shell the Golden opportunity

r/wallstreetbetsSee Post

Well played...Natural-gas futures sank roughly 9% due to Twitter spoof by corporate impersonators

r/StockMarketSee Post

Natural-gas futures sank roughly 9% due to Twitter spoof by corporate impersonators

r/wallstreetbetsSee Post

US Gas Plunges After Unconfirmed Report on Freeport LNG. Wasn't there a DD about this last week?

r/RobinHoodPennyStocksSee Post

$TGLO about to EXPLODE- ($5-$20) BULLISH -Reverse Merger +$200M market cap already

r/wallstreetbetsSee Post

$TGLO about to IGNITE- ($5-$20) BULLISH -Reverse Merger +$200M market cap already

r/wallstreetbetsSee Post

$FLNG - Hold Onto Your Gas, Winter Is Coming

r/wallstreetbetsSee Post

US Natural Gas to the moon!

Mentions

Tell Shares. Super risky but cheap as dirt and if they pull off a sale or finish LNG terminal 5-20x play on shares.

Mentions:#LNG

You’re thinking more of REIT’s than MLP’s here. MLP’s don’t have the 90% distribution rule that REIT’s have to abide by. MLP’s don’t have those minimum distribution requirements. This is a key advantage of MLP yields (alongside tax treatment in the MLP K1’s but I’m not gonna get into that here). They’re high right now because many public investors have blacklisted energy investments unless they have high ESG standards. Most don’t, so the sector is under-invested right now. Energy firms are all throwing off tremendous free cash flow now that they’re so lightly levered, and MLP’s don’t have a huge number of infrastructure buildout projects that would require huge capital. Ergo, they can afford to pay out juicy distributions. The dividends that they announce are well within their free cash flow (< 80% in many cases), so it’s really more of an error on investors’ parts not to scoop these MLP’s up. LNG export capacity, on the other hand, is currently underway, albeit at a really glacial pace. It has infamously always been a ‘3-4 years away from today’ prospect because gas production keeps growing faster than these export terminals can get built out. But firms like PAA aren’t the ones undertaking LNG export terminal projects. That’s mostly Cheniere Energy.

Great info. Given that a lot of these companies are LPs though, doesn't that restrict how much they're able to reinvest back into themselves? Aren't they legally obligated to hand it all over to their shareholders, hence the high dividends they all sport? Like if they wanted to boost capacity to liquify and transport natural gas, that's expensive, so where are they gonna get the money? Or are we just kind of doomes to watch low LNG prices for the long term because it's a bitch to transport and they just can't get it to the places of the world that need it with economies of scale.

Mentions:#LNG

That's the one! The gas has to go somewhere and they make money no matter the price of LNG. I should have bought months ago. Sounds like a winner to me.

Mentions:#LNG

Look at Canadian producers that will be accessing the Kitamaat LNG terminal for sale in Japan.

Mentions:#LNG

Look at companies installing LNG export facilities. In North American markets LNG is cheap cause we have a huge stockpile, a huge supply, we can cheaply make it, and we have enough of an excess that often we just burn it off. If I were to try to capitalize on LNG I'd look to the fact that Europe and Asia have lost a lot of their supply from the Ukraine war.

Mentions:#LNG

I remember this topic from a few months ago. At that time, someone mentioned KGS. It’s a natural gas compression service company that isn’t really relying on LNG price. I took a look and bought long-dated calls. Happy I did, this one looks like a solid bet. Now I buy each dip to scale in more. Wallstreetbets has the occasional gold nugget.

Mentions:#KGS#LNG

Buy and hold long term no short plays in LNG COP and TTI are the industry leaders riskier plays are like TELL but just gamble on 0de options with 500$ all the profit u make dump it into LNG stocks and continue on.

Mentions:#LNG#COP#TTI

Yes. Majority shares were purchased back in Dec 2017 by an LNG company (Delfin Modstream/Delfin LNG) specifically stating they intended to reverse merge into it. 441m total outstanding shares, 500m total authorized. Clean shell. Been loading and waiting for years.

Mentions:#LNG

[https://www.nasdaq.com/articles/cove-point-lng-operator:-no-operational-impact-following-baltimore-bridge-collapse](https://www.nasdaq.com/articles/cove-point-lng-operator:-no-operational-impact-following-baltimore-bridge-collapse) "the operator of Cove Point liquefied natural gas (LNG) terminal, said on Tuesday that operations were not impacted by the collapse of a bridge in the U.S. port of Baltimore." This was posted well before his DD ![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)

Mentions:#LNG#DD

The LNG fill isn't even past the bridge and they won't shut down the area to it cus there's no point making a bad situation worse. You'll probably make money cus natural gas will go up for some completely unrelated reason and you won't see the error of your DD, then you'll think your warren buffett and post about 3 more plays that tank. Tis the wsb cycle

Mentions:#LNG#DD

The US is not the entire LNG market.

Mentions:#LNG

If LNG is trapped (unable to export) then that means local market = oversupplied = LNG price down..

Mentions:#LNG

I'm sure you know that boats reach the LNG terminal before that bridge so it shouldn't impact them at all.

Mentions:#LNG

\- /NG futures Calls \- UNG Calls (price of liquid natural gas go up) \- BOIL calls (price of liquid natural gas go up) \- LNG Puts (gas company can't export as much) \- ZIM Put (shipping container ship losses big port) I am not historically good at this so take this as you will.

I bought 10.5k shares at 10.6 and picked up 100 Jan 2025 12.5 calls at $1. Barring any sort of fraud, I don't see how this trade can go tits up. CHK and EQT are both chopping production (less supply=higher prices) and futures are pricing a recovery in gas prices by December 2024. This year's El Nino means that while the winter was warm, summer will be hot too, meaning more demand for gas to produce electricity to cool homes. Realistically VET could sell ahead 100% of their domestic production at double current gas prices and lock in higher margins. Biden's export ban is only on new terminals so that news is overblown and priced into the spot market. Once Freeport's LNG trains get up and running again (scheduled for May) exports will continue and boost prices. Ukraine is getting more desperate, so they're going to ramp up attacks on Russia's oil fields, which is good for VET since a \~40% of production is in Europe. While European gas prices have cooled, there's no indication that the windfall tax will be renewed, so even though prices are lower, the margins are still great and the govt won't steal these profits. Finally, if you listened to the call, debt to equity hit 1x after last year's aggressive debt paydown and CAPEX will be reduced. While I think their share buybacks have been effectively worthless, they stated they're open to returning capital to shareholders, so I'm expecting another bump to the dividend, which should make the stock more attractive overall. I can realistically see a $15 share price by December, or even higher if we get a cold winter.

With more LNG exports natural gas prices go up. LNG plant takes cheap US nat gas, liquifies it and ships it around the world where nat gas is not cheap.

Mentions:#LNG

June they might change QT enough to mimic .25 or even just .125 of a cut to see how it pans out. Oil is up, steel moving up (non res and machinery prices then might continue higher). Immigration will put pressure on food demand and keep prices elevated which will hit CPI at the same time avg wage growth shows stabilization. Watch for the surprise surge on nat gas if they do lift the new LNG export moratorium, just as summer hits with demand for air conditioning. A lot of small but impactful inputs could coalesce to push off June or make it June and done.

Mentions:#LNG

Trying to work out some rough math, but assuming CNX being 80% hedged, decreasing production by 5%, and assuming they sell the remaining output for the current spot price of $1.70/BTU.... They'll still produce about $270 million in FCF. On a $3.43 billion market cap, that puts them around 12x 2024 FCF right now. This is based on guidance from their last earnings call. They generally return about 80% of FCF to shareholders through buy backs, so that's about $216 million, or about 6% of their market cap being bought back. Not bad for the worst natural gas market in years. Also, some interesting notes. There are 5 LNG export terminals under construction in the US and at least 1 in Canada. Additionally, the increasing power production from natural gas plants in the US due to the general trends in consumption, add the equivalent of one LNG terminal each year. I haven't worked out the numbers on that yet, but it's safe to say gas demand will increase a lot in the US. I really like the setup for CNX.

I've done some research on the LNG exporters, but my conclusion has always been that there is way to much capacity about to come online. NEXT included in that. Everyone is trying to build export terminals now. This will benefit the gas producers (more demand for gas from LNG producers) but really hurt output prices for the LNG makers. [Here's](https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/lng/111323-north-americas-lng-export-capacity-expected-to-double-by-2027-eia) an article about the expansion in the US.

Mentions:#LNG

>LNG Not really because LNG is sensitive to the price of Oil EPD is not. EPD is a pipeline and throughput play. It uses prepaid contracts. It doesn't matter if oil is 85, 100 or 1000 dollars. LNG is sensitive to it. I only need the demand because the more demand the more they charge per contract to use those lines because of competition.

Mentions:#LNG#EPD

85% of domestic LNG is transported by EPD.

Mentions:#LNG#EPD

Sounds like you’ve researched this quite a bit. Have you checked out $LNG? Might be worth your time as well

Mentions:#LNG

Is it really a fuck up if these institutions are financing large scale energy and infrastructure projects that fulfill a basic human need? Maybe I missed it, but I didn't think WSB was trying to round up a couple billion in capital so it can construct an LNG liquification facility in Australia (or where ever)....?

Mentions:#LNG

I’m long LNG

Mentions:#LNG

It’s not hard to understand why. On the face of it Saudi Aramco is a state backed monopoly and internally they’re a fully functioning conglomerate. Because of mergers (due to the royal family valuing expediency), they control the flow of oil from the fields, to the refineries, to even the tankers ships that transport it. They own large stakes in several refining companies internationally as well (Philippines, Poland, South Korea, etc) Now they’re planning to become the largest LNG producer in the world.

Mentions:#LNG

Thoughts on TELL? New leadership, natty gas terminally ill at historical lows, LNG permit in hand waiting on FID again. Am I regarded for calls?

Mentions:#LNG#FID

SCCO having an absolute beast of a day. That and MPC turning this into a solid day for me. I mention it occasionally but MPC has turned I to a really solid performer. Trades super cheap, throws off tons of cash, and keeps lowering the share count through buybacks. This thing still shrinks the share count more than 10% annually. Over the weekend I mentioned a few stocks in my radar. I've kinda turned off on LNG. The business seems really good, but the company has weird ownership structure, uses a lot of "adjusted" metrics, and I'm just not that into it. I still think JOE and to a lesser extent TPL are interesting long term land development plays. JOE really has me interested and I'll keep reading about it. CNQ is the other name I've been learning about recently. They're a Canadian oil company with a few interesting features. First, they recently completed paying down debt to an acceptable level and have pleaded huge increases in dividends and buybacks. Second, Canadian oil has traded at a discount to WTI because all the pipelines out of Canada go to the US Gulf coast. There a new pipeline opening in the next few months that goes from Alberta, where CNQ has their oil fields, to Vancouver. This will make it easier for Canadian producers to sell their oil on the open market and hopefully fetch higher prices. Third, CNQ has incredibly long duration wells. Their wells are forecast for 30-40 years as opposed to wells in the Permian Basin that last a few years with constantly diminishing returns. For comparison, FANG has about 10 years of reserves in the Permian and just made a huge acquisition to push that to 11 years, and that still requires lots.of new drilling. So CNQ has a very low cost structure and the ability to pump out oil for decades with minimal reinvestment. It's expensive for an oil name at 13x earnings (it's run a bit lately too) but figuring an ownership period of 20+ years with constantly shrinking share count and dividend reinvestment leads to some potentially large returns. Last, CNQ even made money during the covid crash. So for an oil name, it's pretty durable.

I use Stockscan for this, my way is find a good P/E company (undervalued stocks) then evaluate the performance. I'm looking at LNG and MTCH as a potential long term investment

Mentions:#LNG#MTCH
r/stocksSee Comment

There are some completely misinformed comments here (apart from some good ones). Most (OTC) data cannot be found anywhere online. If you think differently, I'll challenge you to find me data (for free or paid) online for - ESTR fixed float swaps from at least Tullett and ICAAP as well as a few major banks - Normal vol or premium quoted swaptions, caps and floors - ATM DNS, RR and BF vol quotes for the major FX pairs -  Realtime release data for almost all economic data, news and  including alerts and direct API access, always within 100ms accuracy to exact UTC time as shown [here](https://quant.stackexchange.com/q/71821/54838). - Direct access to the exchange That just a few examples and you can add all sorts of data, which will take even a time of data scientists a long time to combine. Just look at BI to see how well data is curated and displayed without any effort for all sorts of topics (Pharmaceuticals, Automobiles, shipping, ...). However, data is just a tiny fraction of what you use the terminal for. It has excellent trading and risk tools. The aforementioned quotes are combined to - top class [interest rate curves](https://quant.stackexchange.com/a/76342/54838), with - accurate [convexity adjustment](https://quant.stackexchange.com/a/73498/54838), - complete universe of exchange traded options, conveniently displayed on OMON, and related tools that show the commitments of traders reports, and computed metrics like accurate IV data etc. - computes [reliable vol curves](https://quant.stackexchange.com/a/73891/54838) for equity (OVDV) - and world class rates [vol cubes](https://quant.stackexchange.com/a/74179/54838) (VCUB). - excellent pricers that easily beat top libraries like [quantlib](https://quant.stackexchange.com/a/70296/54838) - follow [market conventions](https://quant.stackexchange.com/a/65827/54838) conventional tools ignore - allow you to price basically any complex derivative, from simple [digitals](https://quant.stackexchange.com/a/74544/54838) where skew is directly incorporated into pricing to [complex bespoke derivatives](https://www.reddit.com/r/quant/s/okRVXktvXd), - even allowing full customization of payoffs using BLAN, a OCAML based LexiFi’s financial contract description language, MLFi (Modeling Language for Finance). By using OCAML based BLAN, Bloomberg’s simplified scripting language built around LexiFi's MLFi (Modeling Language for Finance). Where it really shines is with bonds and rates. Even illiquid bonds have good price quotes, and all details like tue prospectus, additional computations from [yield to maturity](https://quant.stackexchange.com/a/73322/54838) to more complex analytics like [FWCM](https://quant.stackexchange.com/a/73322/54838) or [WIRP](https://quant.stackexchange.com/a/71805/54838). [SWPM] allows you to price any interest rate swap data for all countries and regions according to market convention, with fully [customizable pricing](https://quant.stackexchange.com/a/70426/54838). What's all these pricing engines without trading though? Well, fortunately, Bloomberg fully integrates into risk engines like MARS, which offer full API access, direct Routing to order management systems like TOMS and third party systems via FTP, FIX messages etc. Last but not least, it's all seemlessly integrated. You can use all sorts of screening tools, get reliable computations for all sorts of metrics like [time decayed z-score a](https://quant.stackexchange.com/a/74229/54838), historical vol calculations using advanced estimators like Garman-Klass, Rogers-Satchell or Parkinson that go beyond simple [annualized standard deviation of log returns]( https://www.reddit.com/r/options/s/ulNXB5F77P). Combine charts seemlessly for different time series that don't align in terms of periodicity and overlay with news, normalize, add technical indicators, store your universe of interest in worksheets that are linked to AI tools getting you info like news heat indicators, charts, relevant econ data, analyst recommendations,.ratings, intraday tick data.... That was just a small list of what I need. If you are a powers traded, you have access to dark and spark spread data, power and grid outages, weather data (direct access to large scale institutional weather models), hurricane, snow, and drougth monitors, electricity imbalances across grid lines and prices across regions. Gas pipeline flow data, LNG tanker movements and volumes, .... Anyone who thinks you can simply get this stuff for free with a bit of effort is completely delusional.

😳 …maybe some XBI, CARR, RICK, BROS, LNG, etc. you don’t like those. Find more that are starting to trend higher with good fundamentals and monitor.

There's obviously a lot to it but NG price had been beaten down from about 2016 until 2021 and it didn't recover until after the covid lock downs lead to a surge in demand that strained an already weakened supply. NG price is back to around the covid lockdown price with this mild winter. Demand is growing on the power generation side, but that accounts for I think 1-2% growth a year. Pipeline infrastructure projects moving gas from areas of high production to low production(think PA/OH shipping to the northeast) could drive local spot-prices up 2-4% but the biggest driver could and I think should be LNG terminals on the east coast. Everyone wants to talk about hurting the Russian war effort and marginalizing their impact on the world stage, but until you take away their primary revenue driver, you'll never be effective. It's not the silver bullet, but if you're talking about impact, I think that's where you start. Democrats won't want to do it because of environmental concerns and Republicans, well they've been in a position to do something in the past and haven't and at this point, I feel their desire would be to keep American energy in America. Are companies going to make money? Yeah. That said, I'd focus on companies with exposure to oil plays. Sorry for the long-winded opinion lol.

Mentions:#NG#LNG

Past few years Tellurian was the hottest LNG company. Not very popular amongst retailers bc a lot of the big money was invested in it. It started the Driftwood project in Louisiana(look it up) to allow us to manufacture its own lng following the shift to more sustainable sources of energy. Fast forward a lot of bing bang boom happened along the way and Biden put a pause on Lng production and projects. Big dent in the sector. Tell being this most prominent in this space started getting shorted heavily and drove price down below a dollar. Tell was gonna go tits up if things didn’t change. You ready? 2 weeks ago the they won their case the govt gave them an extension and announced that existing project can continue but no new projects or companies. So not only they can resume driftwood project but there can be no new competition. Therefore they’re gonna dominate the space. They got the extension until 2029!

Mentions:#LNG

And the one after that will need liquid nitrogen or to be co-located with an LNG regas facility. The one competitive advantage us humans have left - we require less cooling to run

Mentions:#LNG

Transpacific rates not decreasing as much, which is where ZIM makes serious bucks. (Cheap) LNG fuelled ships also lowering cost basis and on top they make decent money with their car carriers. Estimate they make around 6 cents /share every week at the moment.

Mentions:#ZIM#LNG
r/stocksSee Comment

It's not a bet on natural gas prices, which is nice. It's a bet on the global LNG trade, which has been growing. It's also a bet on US gas being cheaper than in other locations around the world, which historically has been true. Europe still has higher natural gas prices than before the Ukraine war, while the US has lower prices. That's good for exports. LNG should actually do better if the US has lower natural gas prices. There's also a general rise in worldwide power consumption, illustrated [here](https://www.statista.com/statistics/280704/world-power-consumption/#:~:text=The%20world's%20electricity%20consumption%20has,reached%20almost%20eight%20billion%20people.). Even with warmer temperatures, the demand for power is growing thanks to cooling, computing, and development in countries like India and Brazil.

Mentions:#LNG
r/stocksSee Comment

My understanding so far is that they benefit from a wide spread between US and foreign markets. They buy US gas and sell it to people who take it abroad. [Here's](https://www.statista.com/statistics/673333/monthly-prices-for-natural-gas-in-the-united-states-and-europe/#:~:text=By%20contrast%2C%20natural%20gas%20prices,being%20a%20major%20hydrocarbon%20producer.) information on the spread between US and European gas prices. The US is always cheaper essentially. Also, China is viewed as a growth market for LNG, but I don't have as much information on it yet, but [here](https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/natural-gas/012624-global-gas-demand-to-grow-by-25-in-2024-but-supply-still-tight-iea) is something that shows Asia is growing rapidly in their demand.. They are considered a midstream company, like a pipeline. Their contracts are long term and guaranteed income, regardless of if their LNG is actually received.

Mentions:#LNG
r/stocksSee Comment

They're going to keep drilling like crazy, even more so if orange man comes back. u/AP9384629344432 talked about this. I think he predicted natural gas would crater months ago because rigs were getting increasingly gassy. Curious his take on nat gas and Cheniere at todays prices. Commodities are so hard I swear. There's like a million moving pieces and ways to get screwed. That said, LNG seems like infrastructure. Does low prices actually still hurt them or can it actually help them?

Mentions:#AP#LNG

I've been reading on cheniere energy (LNG). Haven't done a full valuation yet, but some interesting notes. Gigantic moat. Especially if the Biden ban on new export terminals is exactly that. They also have contracts that require payment from LNG companies if they actually pick up the gas or not. I'm looking at their pricing structure, but demand for natural gas seems to be growing and I think they will benefit. Negatives, they have lots of debt. Thesis was used to build out their facilities, so useful, however, it needs to be paid off. The up side, is that they have made so much money recently they can pay down debt, pay a dividend, and dramatically reduce their share count. Also, earnings are expected to fall next year to a more normalized level. Even so, it's trading at around 10x next year's expected FCF, so pretty cheap. Also, low insider ownership. The stock has been down recently with lower natural gas prices, so it's something I'm interested in. It's been a solid grower, historically.

Mentions:#LNG#FCF

The El Niño and La Niña cycles are not as easily predictable on 4 year patterns as everyone says. Also we continually are breaking records for warming and sea ice melt. LNG may not necessarily a bad investment as energy stocks usually pay dividends but I’m not sure they’re going to the moon either. The huge unknown is the Russia/Ukraine war along with other global geopolitical issues. We could be descending into World War 3 or on the brink of a grand bargain with de-escalating tensions. This will affect markets significantly especially the petroleum sector.

Mentions:#LNG

Enbridge Gas. Price is fair. Dividend yield is respectable. Largest industry footprint. Expansion plans. LNG will be a major factor in transitioning away from coal.

Mentions:#LNG

The way I’m playing EVs is through extrapolating exposure. Example, need mining material, VALE has that and other exposure. Not a tech stock. Sweet! Next, we need more electricity, especially in Europe where it’s adopted faster, they need LNG. So buy LNG stock as exposure to powering EVs. That’s how I think about it now. Exposure but not betting the farm.

Mentions:#VALE#LNG

The halving is a big weight. Ignoring those names. Focusing on names that look good on charts like VALE and BROS and bad sentiment but good businesses like LNG and ZM. Think GOOG is almost there too. There will be multiple AI winners.

If you knew for certain that rates would ***definitely*** becoming down (which is **NOT** an absolute certainty, regardless of how confident randos on /r/stocks appear...), wouldn't it make more sense to show fixed rate debt instruments and use the proceeds to go long on an equity or industry ETF that is heavily reliant to debt financing to grow and who's business is largely underpinned by long term fixed contracts, where you're really only bearing counterparty credit risk in the long run? E.g. capital intensive businesses with long physical construction times who's cap stack leans heavily towards debt (vs equity) - anything infrastructure-related, that are 50 - 90% underwritten largely with project finance-y funding vehicles (toll roads, public utilities, interstate pipelines / storage facilities / export terminals, refineries, LNG liquefaction and / or gasification facilities, railroads)

Mentions:#LNG

Yes, decays to an insane extent over time. https://markets.ft.com/data/etfs/tearsheet/summary?s=3LNG:LSE:GBX

Mentions:#LNG#GBX

Russia is not "doing OK" but they are trying super hard to ensure that people think they are. The situation they are in is terrible, but they are stuck. If you told 2004 Putin that he would be completely removed from the Western market and 100% reliant on the rising East to survive, he would lose his goddamn mind. Over 60% of their economy is hydrocarbons, and Europe was their primary customer. They oriented their entire economy that direction. Now they are now selling that same product at two-thirds the price to China and India who were more than happy to exploit Russia's situation. Worse, the billions of infrastructure Russia built over decades to move that 60%+ of their economy? 98% of it only goes West to, your guessed it, Europe. So now it has to be shipped because there's no pipelines to India, and one super small one to China. It will take a decade or more to build pipelines through Siberia to China, so don't count on that. So now, Oil, LNG, all of it has to be sent around the continent and there just aren't enough ships in the world to increase volume to match what they lost. Worse, those ships are being insured at massive rates, because Russia's normal insurance companies won't touch them because of the sanctions. So, no, Russia is not doing OK. The only thing that is keeping Russia afloat is the high prices of oil products. Ask 1986 USSR if having your country's fate balance on the price of oil is a good thing. Did their economy crash overnight? Nope, but it will never be the same. They were already technologically inferior to the rest of the developed world, now they will fall further and further behind the great powers and struggle for relevance in the decades to come.

Mentions:#LNG

OPEC would have to flood the market to gain back market shares and that in turn will kill their own domestic investment goals which is hurting at current prices… USA is a player but not as big as opec plus so they themselves cannot dictate prices… if the prices tanks the USA can replenish the strategic reserves at a very low price and that will drive up prices as well… hmm… although my understanding the large reserves have a self life on how many times it can be refills and used again… I would have to agree with the comment above… as far as shale and LNG we got more customers looking since the Ukraine Russia war front… which can help but the prices for all petroleum is by the margins… I agree that the consolidations are helping… better at targeting the right prices in the near terms 10-30 years…

Mentions:#LNG

KGS. Is gas compression sexy? no. well, maybe. But does it print money? Absolutely, and it doesn't even matter what the price of LNG is because operators will always need gas compression. They own the market and are at max capacity quarter after quarter. They are going to crush earnings. And it's not priced in- analysts give them a price target of 25. It's higher already and showing no signs of slowing down. They beat on earnings every quarter by 80-115% EPS. Buy long-dated calls because even if it misses, this is a good long-term hold. The only downside is the liquidity on contracts is dogshit, so be aware of the spread.

Mentions:#KGS#LNG

I’m assuming that 3LNG loses value by this forward contract mechanism in the same way? It’s 3x levered to the index that’s based off NG contracts.

Mentions:#LNG#NG

BOIL. Russia invaded Ukraine. The gas pipeline going to Europe was destroyed. I predicted a run on USA nat gas with a cold winter and LNG exports. Nope. Energy companies have been steadily adding to production in USA and the price just keep on going down.

Mentions:#BOIL#LNG

..lol, (thankfully) I can't do options, merely buy or sell shares, --but sold my NVDA at 767.. My Rolls-Royce at 318.. ..ORLY broken even on, MAYBE!!.. ..AND still holding LNG!!..🙈

Oil investor here. So to answer your question directly, growing domestic *crude oil* production has been a boon for E&P firms rooted in the Permian Basin. Producers are making money hand over first with that play’s superior economic returns profiles. WTI crude trading at $70+/Bbl means that most moderately efficient producers are returning >100% ROI on each well they develop. Even if prices dropped to $55, producers would be deep in the money. That’s how good the economics are in West Texas. Now, this development pace won’t last indefinitely. Companies are noticing that their 20-30 year inventory is now looking quite smaller and shorter term. Many of the most economic areas of the Permian have been drilled out. This is why we’ve seen so much consolidation in the past year - big guns are bulking up for a long term presence in the Permian and exploit the next 20-30 year horizon at a slower development pace. Production will continue to grow over the next few years, but it will begin to slow and then eventually decrease as the consolidated basin slows its roll. There are other areas where investors are getting crushed right now, though. The Permian’s main exploit is crude oil, but wells also produce a ton of natural gas - known as ‘associated gas’. This is a mix of methane, plus Natural Gas Liquids, that produce at high rates. and there’s so much methane being produced in the Permian that it’s rendered the purer Haynesville and Marcellus shale plays impotent. Gas trading at $2/MMBtu crushed their economics and puts them in a long term bind. This is where investors are challenged. And it won’t alleviate until the US’s LNG export capacity grows meaningfully. And *that* won’t begin happening until 2025 at the earliest.

Mentions:#WTI#ROI#LNG

Rig counts decreasing due to more efficient rigs. Since us is largest LNG exporter, nobody wants to turn off the faucet. Nasty hurricane season over due and ocean currents predicted to alter this summer. Only time will tell. We used to burn crap loads of ng from flare pits in the Artic.

Mentions:#LNG
r/stocksSee Comment

Met coal investors, some good news this week. I've been occasionally dropping headlines of all the various coal mining accidents in the Shanxi region of China. "The China Coal Industry Association said in late November that accidents in 2023 had increased by 53% compared to all of 2022." We saw repeated mine closures as a result. [Now we're getting word](https://www.mining.com/web/chinas-top-coal-producing-region-tells-miners-to-curb-overproduction/) of a broader crackdown, with government ordering lowered production. [The Shanxi Vice governor chimed in](https://thecoaltrader.com/shanxi-vice-governor-calls-for-50-70mt-coal-production-reduction-in-2024/): > Shanxi province, China’s top coal producer, is facing a potential production cut of 50-70 million tonnes (Mt) in 2024, according to sources briefed on a meeting between miners and a provincial vice governor. We're also seeing [depletion of mines](https://thecoaltrader.com/chinas-plv-hcc-coal-mine-production-capacity-drops-below-54-million-tons-and-will-further-decrease-in-2024/), good news for restricting supply of the highest quality met coal (low volatile, HCC). There are apparently no new PLV HCC coal mines. Met coal prices will likely remain weak for 2-3 more months, and then we'll see a seasonal surge around June. You might get some buying opportunities for AMR/HCC/ARCH. $AMR reports Monday early morning. They haven't been doing buybacks due to the blackout period, so next week could be big price action... We haven't gotten any guidance/production warnings so hopefully output is on track. I may considering buying AMR again in the $200s. HCC is still crazy cheap imo. $BTU is very expensive. But it's also more of a 2026 story similar to HCC given that its Centurion mine comes into play. But the next 1 year earnings will be atrocious unless thermal coal prices moon. Meanwhile natural gas around the world is in the dumps, including European / Asian LNG prices. HCC at least is cheap even on today's fundamentals, unlike BTU.

Under the radar stock but LNG had expected EPS of 2.75 and had actual earnings of 5.76. The build infrastructure for natural gas exports.

Mentions:#LNG

Record high dry gas production, LNG export headwinds, EU/USA historical warm weathers leading to above average storage stocks

Mentions:#LNG#EU

Is nat gas going to moon tomorrow? Did they kill the LNG pause?

Mentions:#LNG

I bought TELL. Working on a LNG terminal construction. Low share price, waiting for a big bounce back.

Mentions:#LNG
r/stocksSee Comment

A controversial point but the rise in dominance of US oil/gas production, especially LNG, plays a major role in helping poorer countries phase out coal, which is definitely much worse for the climate. A maximalist approach (No oil/gas whatsoever) adopted by the West would ironically worsen emissions by forcing reliance on coal. And few are willing to actually reduce demand, poor or rich, unless forced to by insane prices.

Mentions:#LNG

Freeport LNG shutdown estimated for about another month

Mentions:#LNG

Low prices is mostly due to LNG pause, compounded by mild winter. Unclear is LNG will come back on line but there is a good possibility which would be bullish for natural gas prices.

Mentions:#LNG
r/stocksSee Comment

Yep, even though oil and natural gas is the least expensive (as well as one of the most reliable forms of energy) there is so much governmental policy making resistance (punishing anything fossil fuel related), stocks in this sector have much to overcome in addition to the running of their businesses. I own XOM and some LNG companies as a hedge but AI (NVDA, SMCI) and pharmaceutical (LLY, NVO) seem to be the tip of the sword for new money entering the market.

Those are some stats, you think LNG is undervalued? P/E 3.20 and ER is 22nd 👀

Mentions:#LNG

100% truth. Tell it like it is. LNG ftw!

Mentions:#LNG

Canada is primarily a resource exporting nation. Future conservative government seems likely which means cuts to government spending/deficit. LNG export in BC coming online along with the new oil pipeline. New gold mines and others coming online.

Mentions:#LNG#BC

Natural gas is back to where it was in June of 2020 and LNG exports keep increasing.

Mentions:#LNG

FLEX LNG.....up 472% I read a few years ago about how it had the youngest most fuel efficient fleet of ships so I bought in at $8. BX is another currently a 3 bagger bought during Covid crash at $32.

Mentions:#FLEX#LNG#BX

Trading at 2022 levels but gapped down hard at the same support in 2020. Earnings supposed to be double last earnings but LNG has dropped.. But like I want to be rich too.. so shit.

Mentions:#LNG

Yes. Both oil and LNG are exported all over the world from the US along with their derivative products.

Mentions:#LNG

Natgas futures yes but not LNG or even UNG Try CEG or NEE

What? Russia blew up the Nordstream pipeline? How the hell do you still believe that one? [Your President slipped into the truth - he really must stop doing that.](https://youtu.be/OS4O8rGRLf8?t=92) Not even the mass propaganda machine is blowing that pipe still - they tried the usual lies, but it was so absurd even they had trouble defending it. Now they're grabbing onto the "ukraine did it" cover in order not to admit the US attacked their vassal's economy and destroyed the infrastructure that supports German economy. From the point of view of the Russians, it would be the height of stupidity to shut it down, because it was a political lever over Germany. To close it they did not have to destroy it, just tell Boris to shut the valve. As for US LNG gas - on the short term there is no option because the seller who stands to gain by it destroyed the pipeline. The EU should be willing to face the full consequences of it. As soon as possible, no, we should not be buying it as it is ruining EU economy for the benefit of the US. The EU should have understood long ago that the US is not an ally, but a master. Right now it is doing its best to attract EU companies to de-industrialise it and ruin its economy. The EU needs to pursue its own interests, and in particular from harming itself to pursue US interests; including stopping the industries from going away. It needs to industrialise, re-arm and stop buying american weapons, defend its own sea-lanes and have strength enough to stop any attack. Stop being dependent on the US, too. You can't be dependent on your defence on someone who will then tell you when you can and can't use your weapons, or sanction you. Also do not get involved in its wars. As for the carbon disaster - some decades ago, a bunch of bleating sheep afraid of war and pollution destroyed the good thing that came out of the nuclear war machine, and at the same time could have mitigated - not stopped - the huge carbon dumping we did in the meantime. What I am on board with is getting Nuclear pumping as fast as possible. The absolutely overwhelmingly mentally incompetent Germans shut off 17 of them! We should be right now building dozens of them all over. I understand you have a unique view from your experience; what I am discussing is more on the geopolitical level, and on the viewpoint of Europe.

Mentions:#LNG#EU

The LNG is for Germany. Russia blew up the Nord Sea pipeline in retaliation for their support to Ukraine after the Russian invasion. Their choice is limited - either LNG or coal. They recommissioned coal plants and they did burn coal again last winter. Just a year before they were bragging they would be the first green state in the world. (Putin had other plans, unfortunately). They actually built a LNG port facility, that normally takes 3-5 years to build, in one year. German organizational wizardly at its best. (Desperation really, cold can cause the collapse of the Gov't or even chaos when everyone is cold, plumbing is bursting, and grandmas are dying from exposure in their own homes. This has been widely reported. Some LNG is also going to China. The largest coal burning country in the world. Coal would be cheaper for them. They are actually feeling the heat from the environmental movement and are moving to cleaner fuels. I was in East Germany in 1989 photo documenting the environmental mess from the years under the Soviet puppet government of Eirch Honeker and Egon Krenz. I saw first hand the roofs, every single roof, with caked-on coal soot. I saw the signs by the waterways stating, "Deathly Dangerous - do not swim or fish". I reported more than I can state here in reply. I even heard rumors, the townsfolk thought I was the Stassi. (True) and had a brick of Fuji Velvia Film stolen from my guide's vehicle. It could have even been Putin involved, he was a spy there then. Today I work as a cargo surveyor at US port facilities overseeing the shipment of oils. I have had many discussions with Russian Ship Captains and COs who have told me of the mess that is the Russian Oil industry. Russia is also in the LNG business and they compete to ship it to China... On ships, there is no pipeline over the Altai Mountains. Tuga, you have to think of the larger picture. As much as you don't like LNG, Coal is the bigger evil. It is not even close. And would you argue that a rogue nation with men leaving any chance they can get (Or dieing in Ukraine) can operate their facilities cleaner than we can? Even without the brain drain, every bit less LNG they produce, (because we are their biggest competition), means a cleaner environment. Their leadership (Putin's friends on short leashes) care only about getting product out and hard currency in. These oligarchs don't give a rat's ass about the environment. We have a responsibility to help Europe stop burning coal (and China) and to displace as much Russian oil, gas, and LNG as possible. For the environment and for peace. Are you not on board with that?

Mentions:#LNG

They already have for 4 years. Now they pause LNG just like they shut down the pipe line. If Biden wins again that would be the next major move downwards. Guy is awful for business that moves US forward.

Mentions:#LNG

Took a closer look at LNG and energy has headwinds in general

Mentions:#LNG

I'll just add that the LNG from the USA is far worse. The costs of freezing and transporting it by ship are far greater than just by pipeline, the entire transfer process to and fro, the receiving ports... its a logistic money pit. Its like road vs rail transport... doesn't compare.

Mentions:#LNG

Good point… To be clear, if we were all (really) worried about that (wasted energy consumption and/or environmental impacts), we would not allow people to purchase new vehicles every year or 2 or 3 etc… The well off EV fanboys are noticeably quiet on their purchasing habits because few really do care… to be seen in a 2017 M3 in 2024. Make it a requirement to own your “new” vehicle for 5 years minimum and we really start to make an impact on air quality. (The economy too, unfortunately, but things will adjust). And while Im on the soapbox, selling LNG from the USA is a lot better for the environment than stopping and making countries purchase it from Russia. Do you really think Putin and Co gives a rats ass about the environment? But I digress.

Mentions:#LNG

We already have vast stores of gasoline, oil, diesel, and LNG, would hydrogen storage really be the line in the sand?

Mentions:#LNG

That ATH spike is because of hurricane Katrina. The Russian invasion of Ukraine was highly specific situation due to the Nordstream explosion. Aside from that, US thought they would be sending a fuckton of gas to Europe via LNG but that didn’t come to fruition due to Europe’s mild winter. Aside from that, US nat gas traded around weather, temperature, production and storage levels.

Mentions:#LNG

https://preview.redd.it/l3lf3hr7rnfc1.jpeg?width=1058&format=pjpg&auto=webp&s=586b8e6af31ef2a08cd5e586d5ade6190fba6a71 Gas is currently at a 9-month low, and I want to win this trade even if no war happens. However, Iran has a lot of sea mines—really a lot—and dismantling them is a real headache. If a war happens, say goodbye to 12% of the total seaborne-traded oil (in the first half of 2023). Liquefied natural gas shipments accounted for about 8% of worldwide LNG trade.

Mentions:#LNG

We built many LNG terminals in Germany due to the conflict in Ukraine. Before that, we obtained inexpensive gas from Russia through pipelines. Although we still receive gas via pipelines from Russia through Ukraine, the situation is tense. Russia could cut off gas, causing price spikes, or the pipelines could be damaged in the war. Despite ample gas in storage, LNG tankers must take a longer route around Africa due to Yemeni pirates linked to Iran. Recent attacks by Iranian proxies on US troops add to the complexity. Additionally, concerns about Iranian sea mines exist; in the event of a US war, they could block oil from leaving the Persian Gulf. Many factors could significantly impact natural gas prices. The calls expire 2062 and the premium is 0,99% annually

Mentions:#LNG

did you straight up buy natural gas options? Or did you invest in any LNG companies?

Mentions:#LNG

Y'all forget that Biden was a huge war hawk and proponent of the Patriot act. If we're getting "the dark version" or "the opposite" it means he's not doing that. Good luck on LNG. ![img](emote|t5_2th52|4271)

Mentions:#LNG

Yeah, just like pausing all LNG exports is about climate change lol. Bombing the Houthis is about Israel. Israel is about having a foothold in the center of the next inevitable global conflict. Having a foothold there is about our economic interests. Because two primary economic interests of the US of A are fossil fuels and war.

Mentions:#LNG

Cheniere LNG…pull up a 3 year chart. This is 100% political by Administration

Mentions:#LNG

Historic lows my dude, that short side of that bone has been picked clean. I also don't believe the dems, if they wanted to shut down LNG exports they would have done so, instead they choose to make a headline by "pausing future projects".

Mentions:#LNG

LNG price collapse wtf

Mentions:#LNG
r/wallstreetbetsSee Comment

Puts on UNG. This means more US gas will stay in the US, and will further cheapen energy for the US. This also could be in response to the crazy LNG spike this month, as that can spike CPI a little, which is absolutely not what Biden wants either the Fed nearing their first rate cut.

Mentions:#UNG#LNG
r/wallstreetbetsSee Comment

LNG is 2026 call .I can’t type why but that’s my easiest move .. I’ll buy some more

Mentions:#LNG
r/wallstreetbetsSee Comment

TSLA wildcard but not swimming against trend USO better vs LNG where natgas needs to stay low. Crude is just pushing harder

Mentions:#TSLA#USO#LNG
r/wallstreetbetsSee Comment

Probably NVIDIA and Tesla if it pops up . Baba and LNG have probably not

Mentions:#LNG
r/wallstreetbetsSee Comment

China in recession, calls on baba Natural gas at capacity from hotter winter, calls on LNG TSLA slowing auto sales for the foreseeable future, calls on tesla NVDA poster child of AI movement, puts on NVDA ![img](emote|t5_2th52|4271)

r/wallstreetbetsSee Comment

Baba is only up due to the Chinese government scrambling to prevent an economic collapse Don’t know about LNG, so I can’t speak on that Tesla calls are iffy but you have leaps so congrats on that. That will pay off long term And nvda is risky with puts I took a glance at it when I replied but looking at it now it looks better Best of luck to you fellow regard

Mentions:#LNG
r/wallstreetbetsSee Comment

I think this is a great opportunity for Tellurian. The stock is close to it's all time low because they had trouble signing contracts with offtakers and EPs. However they started construction on their export plant already and won't fall under Biden's pause for approval. Now I see 2 possible scenarios: 1. The offtakers from the other plants will have to look for new suppliers, where Tellurian comes into play and they will sign their SPAs. 2. Tell also announced last week that they are open to selling their company. Since they are way under their book value, this would also mean a potential upside. Their upstream business alone is worth more than their current market cap. They also have permissions, ordered turbines (which have a very long waiting list), have Bechtel on hand for construction and the already in construction plant. They could be bought by one of the LNG exporters that won't be permitted to build their export plants until AT LEAST November, most likely much later. Considering that they already started construction and invested ~1.5 billion dollars into the site already and are at least ahead 2 years in construction in comparison to plants that MIGHT be permitted after November.

Mentions:#LNG
r/investingSee Comment

Mass layoffs? Even in Silicon Valley, the 'mass layoffs' are usually just a few percent of total employees - most of whom are useless marketing/hr flunkies who aren't missed. Real world America has seen big growth in blue collar manufacturing, bringing back jobs from overseas. Also, energy patch has enjoyed big growth as US is now biggest oil producer and LNG exporter in the world.

Mentions:#LNG
r/wallstreetbetsSee Comment

When cutting our exports on LNG is only helping Russia, and Qatar.

Mentions:#LNG
r/wallstreetbetsSee Comment

here's a simple explanation you can understand. I export 5 LNG annually. the contract expires. I try to export 5 'new', LNGs. but I can't, because exports are paused. do you realize how disingenuous your statement is?

Mentions:#LNG
r/wallstreetbetsSee Comment

Ok so Boil or KOLD ? NG price should go up right ? US has been flooding the market with LNG since the war

Mentions:#KOLD#NG#LNG
r/wallstreetbetsSee Comment

>"Still don't understand how it hurts Texas and Louisiana...." LNG Terminals are generally built in Texas and Louisiana; Alaska to some extent. Biden is stopping these terminals from being built. Texas and Louisiana loses out on all of the revenues generated by these projects.

Mentions:#LNG
r/wallstreetbetsSee Comment

it will be approved after election either way. Biden only cares about votes and trump wants energy dominance. $EE you need the ships to receive the LNG whoever is coming from.

Mentions:#EE#LNG
r/wallstreetbetsSee Comment

Short LNG you mean. More supply, less export, less profit. Drive it into the ground basically

Mentions:#LNG