LNG

dansdansy

Sentiment is so bearish on oil. I bought last year as a hedge against things going seriously pear shaped, which they have been this year. whats more opec cutting supply and drilling is freezing up all over. Oil and LNG seem like a good place to be at the moment even if I'm not buying it to hold for 30 years. It's all cyclical, and seems like we're coming up from the supply/demand bottom here.

_hiddenscout

Oil still isn't that. You are right, but it's still transitioning. I'm really bullish on utility solar, LNG, and offshore oil.

pigeon_shit

Fastest energy is solar $TE and LNG $VG

Purple_Suggestion837

Im a nuclear advocate of sorts, and i still think LNG has a place for now. Thought I am still excite about these SMR,s until then big oil has my bet

Most_Luck_2678

Uranium plants take long but clean and a lot more energy than solar and LNG. Especially with newer research on nuclear fission coming out every year.

pigeon_shit

Had me in the first half but I’m long batteries/solar and LNG

Bah_weep_grana

The area i’ve been focused on last few years is shipping. Containers, bulk, crude tankers, product tankers, LNG all have different seasonalities and headwinds/tailwinds. Its cyclical industry, and gets only perfunctory coverage from most investment agencies. Therefore, if you have people who are extremely knowledgeable, you can predict trends before the market catches on to them (like the current set up for tankers). One example: there is currently a company buying all the VLCC’s they can find (think Hunt bros and silver). If they can get a critical mass, they will be able to control rates, which means they will go through the roof. So you just need to be aware of which companies have exposure to VLCC spot rates. I pay a lot for this info, but have made 100x that amount in return. Also get other(non-shipping) ideas from members, such as the macro set up that would lead to this crazy run up in PMs. I caught on a bit late (last April), but early enough for it to have paid off hugely last year

dqingqong

LNG doesn't look promising until 2028. Over supply and rescued demand in Europe and China.

Holualoabraddah

The problem is There are so many bottlenecks in the distribution of Natural Gas, its becoming more and more difficult to build pipelines, and I know there are a number of LNG facilities set to be constructed, but not sure where thy are at in that process, as I believe the recently approved facilities are many year off? I would focus on that in any DD research.

libranofjoy

All in on venture global $VG future LNG mafia. Dirt cheap. Chart 📈 reversal just began. Get in!!

Sufficient-Curve-853

I think this what most others have said - definitely a high tide coming for infrastructure, energy build out, and all energy sources. I just wish some shop - maybe ARK - would launch a "Future Energy Innovation" ETF. It could still hold things like XOM, CVX, LNG, OKE etc but would also have sort of a best of IFRA, EINC, FUTY, FIDU, CTEC, ICLN. Kind of the next wave of energy infrastructure, which appears will be needed after AI gets incorporated into all aspects of business.

pigeon_shit

It’s for $VG in Louisiana for LNG not oil.

Disastrous_Rent_6500

If AI pops or tech crashes, people rush to real assets as a hedge just like the dot com bubble. Energy stocks are not just LNG and uranium price trackers. Because WTI is not responding to the AI boom at all, anything related to WTI will hedge against the AI bubble

Dosequis117

Alternative to LNG though, it’s not like nuclear will have pricing power when every home is already on a cheap and abundant commodity. I wouldn’t hege on long term utility, private SMRs are the only real path to profitability for nuclear imo

Syoung907

That’s true but that was used to build infrastructure but once it’s built it’s high probability and low overhead look at the history of all the major LNG producers in the world. They were in this same spot early on

_hiddenscout

I'm still going into some power/infrastructure names, especially stuff with LNG. It's still an AI play, but power demand is there and there is names trading a good valuations. Also still think aerospace/defense is a great sector to be in.

Austin_Destroyer

Sorta depends on if governments care about emissions and if people look at the math on methane as a resource vs. oil. I think LNG is pretty viable long-term. What's more, VG is pretty undervalued for the amount of infrastructure they have in the LNG space. NFA, blah blah. I think it's a safe long play.

pigeon_shit

I’m also long shares and leaps but wondering if LNG will even matter anymore with VZ ramping up coming online.

AnonymousLoner1

1. Germany depended on cheap Russian oil to grow and prosper.  Now it's suffering the consequences of being forced out of that dependence, and America and our LNG don't care how much we're reaming Germany for profits. https://en.wikipedia.org/wiki/German_economic_crisis_(2022%E2%80%93present) 2. Japan, we economically destroyed with currency manipulation via the Plaza Accord, because it competed with American hegemony.  It's still going through a decades-long recession, even today. 3. The same balkans who can't contribute their fair share of 5% GDP towards defense?

Upper_Knowledge_6439

But when it comes to energy , Canada also supplies the majority of electricity to the Northeast US and is one of the largest suppliers of NG to the US LNG industry. Saying that the US can now cripple Canada to giving away the critical minerals because of oil is not a true perspective of the entire picture and how Canada is moving already to diversify from the IS when it comes to the IS markets. LNG on the west vials being doubled in Kitimat with another plant coming online in 2028 in Squamish. Then you have the push now to put another oil pipeline to Prince Rupert which with this invasion is going to be all you hear out of Danielle Smiths mouth. Venezuela oil is going to take years to get to market but the diversification from the IS is already underway and will only accelerate.

NilNow

I actually think alternative energy like nuclear, LNG, and maybe even clean should do well here.

NilNow

Idk if overall market will move much but probably gonna be great for alternative energy stocks. Nuclear/uranium, LNG, and maybe even clean energy could get a boost here.

_hiddenscout

Pretty interesting. Learned about how jet engines are being retrofitted to work as turbines for LNG power and now there is talks about using old navy reactors for data centers. >Texas developer HGP proposes repurposing decommissioned Navy reactors for Oak Ridge data center, targeting 450-520MW by 2029. Cost: $1M-4M/MW vs new build, requiring $1.8B-2.1B infrastructure capital plus DOE loan guarantee. Navy carriers/subs use dual A4W (Westinghouse) or S8G (GE) reactors. Unproven regulatory path but addresses baseload gap faster than new nuclear or gas plants.

Captain_America2021

I think this post overstates certainty where there really isn’t any. Yes, bondholders have leverage, but leverage doesn’t mean they want to wipe equity. Creditors care about maximum recovery, and forced zero-out restructurings often destroy value by disrupting contracts, triggering covenants, and killing optionality tied to LNG assets. That’s exactly why forbearance extensions exist. Those extensions are not meaningless. They signal lenders believe the company is worth more alive than rushed into court. If equity were already dead, there’d be no need to keep extending timelines. Also, dismissing prior institutional equity (many of whom bought well above $10) is too simplistic. A lot of funds hold both debt and equity and benefit from repricing events, even if the long-term structure changes. A squeeze does not require equity to survive forever, only temporary forced repricing. Most importantly: a squeeze does not require a miracle turnaround. It only needs crowded shorts/puts, thin liquidity, and uncertainty around outcomes. Deal clarity, asset sales, or even timeline extensions can all force hedging and covering. Finally, the idea that “pre-arranged bankruptcy = no squeeze” is historically wrong. Markets squeeze into restructurings all the time when positioning gets too one-sided. There are real risks here, dilution, conversion, recap,but risk is not certainty. And certainty is exactly what squeezes punish.

CallMyAccountant

A company full of assets and potential profits that the creditors can easily analyze and audit and verify are going to want to take all the equity at the lowest possible price?  You do know dilution doesn't have to be right away and dilution right away erodes public trust even further that'll lead to collapse of the stock if you go by that logic.  During Cheniere's time of distress the LNG market wasn't even a big thing and they had to get the biggest bail out, stayed at their lowest low for 3-4 years, they restructured multiple times, no possible idea if anything is going to even work out. After the storm they gradually diluted, starting from 2008 to 2024 went from 48 million to 220 million shares. What's the price now?  Meanwhile NFE at a time where LNG market is predicted to double in a few years and your thought is creditors are going to wipe equity? And when interest rates are lower than the 2000s. So doesn't seem logical for creditors to wipe equity for pennies at the moment. When they can verify and confirm NFE possible outcomes negotiate to ensure their principle can possibly be regained before demolishing equity. Wes Edens doesn't need to perform any insane miracles, he and the bondholders all have to do is assess and see if all they have to do is really wait the year and and verify if the possible profits are enough to bring nfe back to health. And as collateral they can come up with healthier ways to dilute rather than instant equity wipe. It's precedented already.  Many of NFE current projects are the right plays that bondholders want, proof that business works. Brazil needs a power plant, Puerto Rico needs LNG and upgrades to their power grid. Brazil phase one ebitda and Puerto rico operations aren't even reflected wholly onto q3 2025 earnings as well. Q4 earnings will provide us with more details in Feb or March.  repost: automod removed first one.

BenjaminDanklin1776

56% MP, LAC, LYNAS, FCX, LUNR, RKLB, LNG, VTI, VXUS. Im big into critical minerals, space, and energy.

CallMyAccountant

tbf Carillion was a construction and service company that had worse financials + didn't have the potential revenue not an LNG company where margins are much higher than a construction and service company.

TrashPanda_924

The themes I would invest in are 1) deregulated electricity (aka merchant generation), 2) Permian production, and 3) LNG exports. Buy those three for the next 3 years and you’re golden.

C130J_Darkstar

It’s also a perfect setup long term for SMR specifically (Oklo for example) where the current admin is a deregulatory battery ram to fast-track initial approvals, and any subsequent Dem admin will lean out of fossil fuels/LNG and even further double-down on nuclear for baseload power…

wentzco

Likely almost everything (especially the pardons). His senior staff pleaded the fifth when asked if any unelected official or family members executed the duties of president. WTF? Everyone knows Biden was clueless on everything including exiting a stage, getting lost in his closet etc. etc. etc. Remember when Special Counsel Robert Hur decided to not charge President Biden for mishandling classified documents because of his feeble mental acuity? . Biden forget he signed an executive order pausing the export of liquified natural gas. "I cannot answer this from my constituents in Louisiana," Johnson recalled telling Biden. "Sir, why did you pause LNG exports to Europe? Liquefied natural gas is in great demand by our allies. Why would you do that? Cause you understand we just talked about Ukraine, you understand you are fueling Vladimir Putin’s war machine, because they gotta get their gas from him." Johnson recounted how a stunned Biden replied: "I didn’t do that." Johnson said that when he reminded the president of the executive order he had signed just weeks ago, Biden denied that what he had signed was a pause on LNG. Johnson said he argued that the pause would do "massive damage to our economy, national security," and he even suggested that the president’s secretary print out a copy of the order so that the two of them could read it together. "He genuinely did not know what he had signed," Johnson said. "And I walked out of that meeting with fear and loathing because I thought, ‘We are in serious trouble—who is running the country?’ Like, I don't know who put the paper in front of him, but he didn’t know." Biden didn't have a clue on what he was signing even when an auto pen wasn't used. [https://oversight.house.gov/wp-content/uploads/2025/10/The-Biden-Autopen-Presidency-Decline-Delusion-and-Deception-in-the-White-House-2025.10.24.pdf-UPDATED-Oct.-28.pdf](https://oversight.house.gov/wp-content/uploads/2025/10/The-Biden-Autopen-Presidency-Decline-Delusion-and-Deception-in-the-White-House-2025.10.24.pdf-UPDATED-Oct.-28.pdf)

rogerm8

Interesting pick. I just had a cursory look. The charts don’t seem to show prime buying opportunity. And it seems majority LNG focused which puts it at higher risk of gas price swings. Supplied areas don’t seem to be highs density Ai infra & industrial, which will have sharp upswing in demand. Feel free to correct me there! As I said, I haven’t done a deep look at it yet.

tachyonvelocity

Why is the “LNG market seems to be growing healthily?” The elephant in the room is China LNG demand which crashed after Trump trade war. China is now building pipes from Russia which is way cheaper than LNG as well as increasing domestic supply. TTF, the benchmark for EU LNG, is now at multi year lows of $9 mmbtu. This means that US LNG buys US natural gas at $4 (if it stays as cheap) has liquefaction costs of $1.5 and needs to recoup facility capital costs of another $2. That leaves profit margins extremely low and risky to another crash in LNG prices.  Europe has also divested from natural gas as it is building out renewables, leaving a question of future demand. Since LNG will be used primarily for power, it competes with renewables. The reason why EU is forced to buy US LNG is due to a shock in Russian supply, not organic growth in demand. Why should a poor emerging market pay much more expensive natural gas when it can power using much cheaper renewables? Reminder that the poor EM do not have tariffs on Chinese solar and wind nor the delusional aversion to renewables power due to not being regulatorily captured by US oil and gas special interests. New LNG supply from Qatar will add another supply shock to the market, why would US LNG be able to compete with Qatar LNG, especially when geopolitically the US is not at a great position with the number one consumption growth country, China?

Timelycommentor

Long almost 1700 shares. Bought this stock at $6.14. If you believe the need for energy is going to continue to grow (it is) and if you believe in VG ability to execute (they’ve shown they can) then this is a great opportunity to get in. The reason for the stock being so low is likely due to the uncertainty of the litigation and their debt to equity ratio. Of course, if they can become the leader in LNG then these points are moot.

TheCuriousBread

If you told me this 2 years before I'd have bought. You telling me this now when everyone and their mom knows about LNG and GEV, this isn't an edge, this is exit liquidity.

CallMyAccountant

The Klondike Data Center is going to be 500MW. If it becomes operational in 2026-2027, at full capacity a 500 MW Data Center can generate a revenue of like 600 Million to 2 Billion dollars a year(Less operating cost due to NFE being the power supplier of their own data center) and the global market is expected to grow to 527 Billion dollars next year compare that to the LNG Global market is expected to reach 200 Billion and that's only in 2030-2032. Unlike Cheniere's and Golar's situations, NFE's (if things stay on schedule and no bad news) struggle should be like 8-10 months upon reaching the time Celba Phase 2 is announced and an early announcement on the Klondike Data Center, any news of it starting to generate revenue is good news. Cheniere took 3-5 years to recover with MANY restructuring deals barely avoiding bankruptcy. NFE is technically in a better position in terms for what it has going for it in a shorter time frame than the other LNG companies that were on the brink of bankruptcy. Then there's assessing the Q4-2025 and Q1-2026 if how much of an impact the revenue from Puerto Rico is for the turn around. To sum it all up, NFE has more potential of paying off the principal value that they owe, they also began the restructuring out of court, with a firm they hired 4-5 months in advanced. I really think bankruptcy is pretty low chance now than what most people make it out to be especially when you put into context that both Brazil operations and Klondike are not fully making any revenue.

dqingqong

Too much LNG is coming out after post-ukraine years of record FIDs. By 2030, LNG volumes are expected to increase by 40% to approx 700 mtpa. More supply means more competition for suppliers and lower negotiated prices for SPAs such as VG. Excess supply would result in lower prices and less volatility. Additionally, looks like China rely less on LNG due to energy diversification and weak economy, and also reduced imports from the US due to the trade war. Europe will also rely less on LNG due to RepowerEU, which will leave emerging markets in Asia to absorb all that volumes. There's limitation to how much they can absorb due to infrastructure limitations and price sensitive economies. Generally it's a bad combination of excess supply and little new demand to absorb all these volumes, since Europe and China are expected to import less LNG.

Charming_Raccoon4361

May I ask Why LNG Outlook is bad? Everyone is racing about natural gas over oil

dqingqong

How is it $100b? Most of volumes are sold through SPA, with approx 20% available for the spot market. Gas prices are expected to decline due to excess LNG supply. Unless VG is going to build more than expected, which is less likely due to supply gut, it's difficult to see them

dqingqong

They have legal disputes against many of their largest customers when they did not deliver under their SPAs and sold the cargo on the spot market when prices surged. Their exposure is ~$5 billion from potential claims and disputes. Additionally, LNG outlook does not look positive for suppliers in the next 5 years with a potential supply gut, which could mean reduced spot prices or even shut in of cargoes.

rogerm8

Energy plays may be interesting, as tech rotates out. Avoid oil. Nuclear will have a boost. LNG will be mildly positive. I'm in VST (Vistra) - they've acquired nuclear plants, are building out new LNG plants and have solid contracts in place. Currently price has dipped ~30% off peak with all metrics increasing YoY (revenue, EBITDA, profit margins) and trading at decent forward PE ratio compared to peers. $160 is a solid support, with institutional buys at ~$167-170, indicating heavy support of the bullish long term outlook

ai-moderator

#TLDR --- **Ticker:** KOS **Direction:** Up 🚀 **Prognosis:** Buy Jan 2028 $3.50 LEAPS **The Thesis:** Market is pricing this like a bankruptcy play, but 2026 catalysts (LNG ramp + debt reset) could trigger a 5-10x squeeze. **Bias Level:** Stratospheric (OP is YOLOing)

Possible_Storm9723

Golden Pass LNG catalyst?

bedgecheatures

Wtf is LNG doing

_hiddenscout

Aerospce/Defense seems to be in a strong market. Covid created a big backlog for jet engines, plus some companies are using them over traditional turbines for power generation, since there is a big backlog of that. Also, money is going into modernization of some of the defense departments, so seeing a lot of growth in small companies that deal with that. LNG should be interesting as well.

YesterdayAmbitious49

Hanwha Ocean shares jump 10% after Trump says South Korean firm to build warships for U.S. Navy Hanwha has also been buying up shares in the open market of a certain LNG project developer in south Texas and is now a 26% owner. $NEXT

Timelycommentor

To be largest producer and exporter of LNG by 2030. Their debt is high because they’re building their largest facility at the moment. Should be online by 2027/2028.

Timelycommentor

$VG LNG company that’s stock is almost at a 52 week low. Very undervalued for a company that netted north of 2 billion this year.

Timelycommentor

Metals (physical, not paper shares), Oil and Gas stocks, Natural Gas companies, LNG companies.

_hiddenscout

CLS is Canadian. Own them. Also just bought a LNG play, EFXT.

chopsui101

if you dig around a bit you will find that they are under development or planning. But I wasn't able to find any where they had picks in the ground. Except for LNG export terminals which by definition means they are not going to stay local.

_hiddenscout

Aerospace is doing pretty well too. Yeah, part of why I bought some LNG plays recently.

YesterdayAmbitious49

They are building LNG “trains”. Think of each train taking in raw product in one end and cooling/making the product about 600 times more dense by the other end, and pumping it onto a ship for export. If everything goes to plan they should be looking at 2-2.5 billion distributable cash flow in the next 5-6 years as each train comes online. They are in various stages of construction. The site can accommodate up to 10 trains built out some time in the late 2030s.

YesterdayAmbitious49

They aim to be on par with LNG exports from Cheniere energy (4mmt/mo) by 2032. Check out the market cap of $LNG Cash flow doesn’t start till eoy 2027. Yes it’s a gamble

tired_ani

How about Tourmaline? LNG Canada seems to be a big catalyst for them. Excellent management.

Mguidr1

I’m bagholding venture global and buying more shares at this cheap price point. Within 2 years they will be the nations largest LNG producer if they don’t go bankrupt due to debt and lawsuits. It’s a gamble… but I can at least see the construction going on in real time.

playdohplaydate

During Obama it was insane inventory, possibly because they wanted to destroy LNG companies, punish Russia at the time, and/or steal market share. And it took some major coordination between all oil conglomerates to do that. Could guess it’s to ruin Venezuela’s exports but you don’t see the massive inventories and global coordination so who fucking knows

AzureRainnn

Anyone following the LNG company $NEXT? Huge insider buying is what caught my attention for the company

SkyHigh27

This is a great topic and thank you to other posters who provided their considered thoughts. I’ll detail my ideas here not in the form of stocks or ETFs but I prefer to discuss by sector. AI: 2026 will be a banner year for AI as companies will continue to throw billions of dollars into data center buildouts. In the early 2000’s money was made in software and money was lost in hardware. In 2026 the tables have turned. I think MAG7++ will continue their bull run while smaller companies will double in value, or fold, or both. AI will rule the financial headlines and will remain very frothy while stock values will have much less to do with EBITA and much more to do with speculation. Therefore investing in AI is a game of speculation on the speculators. For that reason I consider it all high risk and I will only invest $$ I’m willing to lose. ENERGY: 2026 we will see a full court press to add energy capacity. Minerals will be frothy as hell as speculators invest in uranium and cobalt, and lithium, and more. I feel there isn’t a lot of money to be made in resource mining but there may be good gains in companies that provide refining services. The current administration will continue to hold down solar (and wind)… sadly. I’ve never been able to make money on oil but there will be a lot of activity there as well, perhaps with a focus on LNG. SPACE: To much attention is given to AI and not enough attention is given to space and space is my big bet. There’s a space race people. Governments and militaries want more information from earth observation satellites. More, more, more! Meanwhile, there’s a second race for internet backhaul service providers. StarLink dominates the market here but there’s plenty of money to be made and plenty of political pressure to encourage competition to StarLink. Amazon Kuiper, Oneweb, Telesat Lightspeed, IRIS, AST, Broadcom. The list goes on. Investment opportunities abound in satellite and rocket manufacturing. RocketLab is my largest holding and I see no reason to change that in 2026. SpaceX may go public. If they do I’ll buy the dip after the initial run up. RETAIL: The beatings will continue until morale improves. Sigh. Jobs and CPI will continue their downtrend. Retail sales will slump as people have less money and the rotation to online shopping continues. Tariffs will create more froth. I’m going to steer clear of these companies. DEFENSE: Several of my friends who invest refuse to invest in defense companies on moral grounds. Well IMHO governments around the world are going to increase spending on drones, air defense, rockets, radar, and as they say in the navy, beans and bullets. Defense companies will benefit from a bull run. Possibly the biggest bull run in history measured by $$ investment.

John_Gabbana_08

Well the thing is, Baker Hughes has been doing better than SLB through this downturn, because they’re more diversified in LNG and technology so they’re not affected by lower exploration activity as bad as SLB. So in an oil downturn, SLB gets hurt worse (which is why it’s been so cheap lately), but in a rebound, they benefit more. I would say Baker Hughes is the better investment in the short to mid term, SLB in the long term with oil eventually rebounding.

Puzzleheaded-One-607

I like LNG (Cheniere) a little better personally

Puzzleheaded-One-607

Some of these LNG plays look crazy cheap now 

tachyonvelocity

Was there any sector as undervalued as regional banks? AI has the growth, surpassing expectations. Small banks have the value, surpassing expectations. One of my best performing stocks is ISTR, I bought at $11, now $27. Yet, the growth has not finished in any way. Located in LA, it has the tremendous US LNG growth without the risk, still valued lower than pre-pandemic even as earnings hit ATH. What does the future look like for these small banks? The FED is literally forcing down expenses, while everyone starts complaining about lower interest on savings, regional bank EPS are going parabolic. Expect even more complaining about lower savings interest, you can avoid that just by buying smaller banks.

NVDA_Gaped_Me

LNG dying

_hiddenscout

SYF is an interesting company. Credit isn't really my wheelhouse, but the fundamentals are pretty cheap and should continue to be a great compounder. BKTI is one of those stocks that are pretty interesting. Niche company and never would have thought that selling like walkie talkies to federal agencies would be such a great business. FTK is really cool with that they are doing. Their JP3 monitor I think is only one approved by the EPA standards and should be a way to help save costs for LNG pipelines. As long as the company can continue to execute, the thing looks really cheap. BWAY is a bit more speculative. It's not the cheapest name, but they have good gross margins and operating margins are improving. EPS Growth is really strong, so the PEG looks better as long the company continues the growth. I find what they are doing with magnetic helmets is just cool. Plus it's FDA approved, so it is legit. It high risk, but could be high reward. Plus basically being debt free makes it easier to hold, less risk of bankruptcy.

pigeon_shit

Autism Alert- energy usage goes up when it’s cold. $VG (a global LNG player) is significantly undervalued and has a massive roadmap/pipeline. I owe yall a proper DD with my positions this weekend.

v12vanquish

once you factor in batteries, renewable is more carbon intensive than LNG

ohgodthehorror95

I'll be totally honest, I don't see this thing ever squeezing. The market cap is too high and it's shares are pretty liquid. And there's nothing flashy or relatable about an LNG company, compared to say AMC or GME, companies which most people are at least vaguely familiar with. And NFE is very very deep in debt. Drowning in it. Like, this new revenue would barely put a dent in their interest payments, let alone actually paying off their debt. If the share price ever spiked for any reason, you better believe the company will likely dilute because they really need the cash.

No_Cow_8702

OP its called Nuclear and LNG taking over. Nuclear legitimately has bi-partisan support. It is more powerful, and much more efficient than wind, and solar.

PalpitationSmooth992

LNG stocks are going to be some of the biggest winners next year long VG and NEXT

LasyKuuga

Chat why did yall buy SPY calls and not leverage LNG calls?

_hiddenscout

Outside of my wheelhouse, but was reading about China is really electrifying their trucks right now, which could have an impact on LNG and Diesel [https://apnews.com/article/china-truck-lng-ev-diesel-transport-70f3d612de4b45b6f954a7f557f7f741](https://apnews.com/article/china-truck-lng-ev-diesel-transport-70f3d612de4b45b6f954a7f557f7f741) >China’s trucking fleet, the world’s second-largest after the U.S., still mainly runs on diesel, but the landscape is shifting. Transport fuel demand is plateauing, according to the International Energy Agency and diesel use in China could decline faster than many expect, said Christopher Doleman, an analyst at the Institute for Energy Economics and Financial Analysis. >Electric trucks now outsell LNG models in China, so its demand for fossil fuels could fall, and “in other countries, it might never take off,” he said.

thebiggercat

LNG powers lots of electricity turbines just fyi

PalpitationSmooth992

Nuclear stocks are trash the real energy play is LNG look at VG call volume

CallMyAccountant

Another catalyst Puerto Rico resuming shipments of LNG as well, I think it's one of the biggest reasons why the earnings report was pretty low was because the shipments were stopped in July and October. If we can get confirmation that they resumed it would mean nfe getting paid again.  Honestly betting against nfe is betting against the Puerto Rico economy, and hedge funds. Think of it like this it took a year or 2 for NFE to get a contract and approval despite Puerto rico needing it urgently in 2024. The frequency  of power outages went from 1.3 per customer in 2023 to 19 per customer to 2024. If NFE goes bankrupt this is going to rate of blackouts is going to be even more and that's going to affect the assets hedge funds have in Puerto Rico which is pharma manufacturing and tourism is a big source of revenue for pr and hedge funds. Increase in power shortages means less drugs being made and less electricity to run infrastructure at resorts which means less revenue overall. That's gonna cost hedge funds more than a few billions, it can go in the tens of billions. It's in the best interests for hedge funds and Puerto rico to ensure the survival of nfe than it is to let it go bankrupt and wait years again for a new company to fulfill their needs.

pigeon_shit

Autism Alert: Snow means increased energy usage. Calls LNG plays.

snipsnaps1_9

NFE update: Revenue of $1,778.59 million, growing at a rate of 18.2% over 3 years. EPS of -4.93. Net margin of -71.82%. EBITDA margin is -18.1%. Debt-to-equity ratio of 9.35, highlighting. Crrent ratio of 0.17 and quick ratio of 0.15 (yikes). "the Altman Z-Score of -0.75 places the company in the distress zone, indicating a potential risk of bankruptcy." (They're being nice here - a negative z score is a severe risk of bankruptcy) Valuation & Market Sentiment  P/B ratio of 0.41 Source: guru focus - with numbers this bad I didn't bother looking at financials since they make sense based on the little I read from legitimate sources. I think I'll still grab 50-100 shares tomorrow morning if the price is right but that's just a gamble at a squeeze (I don't trust fintel anymore. Tin hat here but I feel like the numbers are being manipulated). Realistically, the financials are awful. It seems like a horribly run company just from a quick overview. Maybe there's more to it but unless there's more good news about their new K I'll likely put my time into reading about other tickers. Hopefully, I'm wrong and I see a spike and those who have bought in see profits too but I find that unlikely (their debt extension is only for a couple of weeks or something but the other LNG company I mentioned zombied along for years before finally dying so who knows ). Just sharing my thought process - it helps to write it out - not telling anyone else what to do.

snipsnaps1_9

Looks like there's a tentative contract that, if it goes through, could keep them above water and help them grow. It also looks like they have significant debt. Supposedly, ceo refuses to dilute (that I haven't verified and I'm going to bed but a quick google search of "new fortress energy" backs the rest). Looks like a gamble to me but also looks like actual short term squeeze potential. I did okay with another LNG company back around 2019 with a similar situation, seeing how they slowly fizzled out of existence (with the occasional profitable bumps for swing traders) I'm sceptical of long term potential - but I might play it if the price seems low enough tomorrow.

memo9c

What makes you optimistic on LNG?

No_Aerie_2717

They have already made deals with different EU/ASIA countries. I do not think that geopolitics are obstacle for this company due EU banned LNG imports from Russia etc.

Mossad_psyop

Might do an NVDA and META leap. Looking at adding to my small cap value position. May buy some more LNG as well, I like the company.

AntoniaFauci

Considering rebuying. But of hesitation knowing that NG and LNG could be volatile in the near term due to geopolitics. That conceivably means there could be some kind of additional flash buying opportunity.

Health_Code_T

Im playing LNG, the idea is that when the war ends people will buy

rogerm8

Unlikely. It is a contract for delivery of LNG over time. It isn't immediate cold hard cash, without expenses.

theSherlockView

not sure. CEO says they have a number of things to launch in December still so price can continue to up. They might also uplist to the TSX which would trigger index buying in the next 6 months. 10-20x return because the LNG contracts are likely worth around 6 billion so 4x on that alone, then you have gold, silver, and a number of other initiatives they are working on. Minehub pilot for in transit collateral will be done Q1 2026 likely which will drive more revenue. Possible Nasdaq listing in Q1 2026 as well Then you have Full digital title which is their way of collateralizing assets for t+0 and their MMF pilot which is like digital cheques and competes with SWIFT. Some say 100 billion when that's in full motion but Im aiming lower for more conservative. Rothschilds didn't sell 2 million shares. Seems like 100k worth 2 million. but not sure, maybe some profit taking after the run.

The-Assassins-Way-7

Well… I was right. Should blow up on Monday: Regulators in Puerto Rico tentatively approved a seven-year, $3.2 billion deal with New Fortress Energy (NFE) to supply the island with liquefied natural gas (LNG). The agreement, which was signed off on with conditions by the Financial Oversight and Management Board for Puerto Rico on November 28, 2025, represents a significant win for the financially struggling energy compan

The-Assassins-Way-7

Well… I was right. Should blow up on Monday: Regulators in Puerto Rico tentatively approved a seven-year, $3.2 billion deal with New Fortress Energy (NFE) to supply the island with liquefied natural gas (LNG). The agreement, which was signed off on with conditions by the Financial Oversight and Management Board for Puerto Rico on November 28, 2025, represents a significant win for the financially struggling energy company.

Wonderful_Plenty32

According to recent news, New Fortress Energy (NFE) received tentative approval for a $3.2 billion deal to supply liquefied natural gas (LNG) to Puerto Rico. The deal is subject to conditions, including revising the tolling term sheet and developing "competitive open port access" to facilities. This news comes amid ongoing financial difficulties for the company, which is exploring debt restructuring options in the UK as an alternative to Chapter 11 bankruptcy in the US. 

e92s65king

This sub is too retarded to understand LNG landfall

Th1rt13n

Shell trying to reopen it again. Really, they fucked em over Plus EU (TTF) is going back towards really low 20s this summer, Asian LNG demand is in the gutters too. Still, I believe VG is going to become THE big one, just gonna take me really good time to see the position turn green lol

No_Aerie_2717

US LNG. SP got fucked up by tactical shorting from IPO. Future growth. Making long-term deals with different countries already. Expanding really fast (banks loaned money,not dilution). EU exports are increasing rapidly due upcoming Russian LNG ban. Trying to compete with Cheniere (ticker LNG). Huge possibility that it will compete easily. Making revenue already. Not making loss.

Stocks_N_Bondage

Probability of Bankruptcy: - NFE's probability of bankruptcy is estimated at 50.70% over the next 24 months, driven by its weak financial position and high debt burden 1. Credit Ratings: - Fitch downgraded NFE's credit rating to "CCC" earlier in 2025, and subsequently to "RD" (Restricted Default) due to missed interest payments 2. Debt Challenges: - The company has accumulated over $8 billion in debt, with refinancing challenges and higher interest rates exacerbating its financial strain 3. Operational Issues: - Delays and underperformance in key projects, such as the Altamira LNG facility, have further weakened the company's ability to generate cash flow 3. It's at the bottom of my list of stocks to play with.

The-Assassins-Way-7

The Puerto Rico deal WILL go through… here’s why: It is important to consider that the contract is still pending approval by the FOMB. However, it is also worth noting that President Trump has fired 5 of the 7 members of the Puerto Rico Financial Oversight and Management Board (FOMB). These board members are expected to be announced and appointed by the Trump administration, and as such can be expected to be supportive of Trump’s policies and of the LNG industry as a whole. Several Puerto Rican news articles state that the country is “defenseless”, and is either at the mercy of expensive court lawsuits with NFE, or forced to move on and take the contract from NFE.

The-Assassins-Way-7

The Puerto Rico deal WILL go through… here’s why: It is important to consider that the contract is still pending approval by the FOMB. However, it is also worth noting that President Trump has fired 5 of the 7 members of the Puerto Rico Financial Oversight and Management Board (FOMB). These board members are expected to be announced and appointed by the Trump administration, and as such can be expected to be supportive of Trump’s policies and of the LNG industry as a whole. Several Puerto Rican news articles state that the country is “defenseless”, and is either at the mercy of expensive court lawsuits with NFE, or forced to move on and take the contract from NFE.

The-Assassins-Way-7

The Puerto Rico deal WILL go through… here’s why: It is important to consider that the contract is still pending approval by the FOMB. However, it is also worth noting that President Trump has fired 5 of the 7 members of the Puerto Rico Financial Oversight and Management Board (FOMB). These board members are expected to be announced and appointed by the Trump administration, and as such can be expected to be supportive of Trump’s policies and of the LNG industry as a whole. Several Puerto Rican news articles state that the country is “defenseless”, and is either at the mercy of expensive court lawsuits with NFE, or forced to move on and take the contract from NFE.

The-Assassins-Way-7

The Puerto Rico deal WILL go through… here’s why: It is important to consider that the contract is still pending approval by the FOMB. However, it is also worth noting that President Trump has fired 5 of the 7 members of the Puerto Rico Financial Oversight and Management Board (FOMB). These board members are expected to be announced and appointed by the Trump administration, and as such can be expected to be supportive of Trump’s policies and of the LNG industry as a whole. Several Puerto Rican news articles state that the country is “defenseless”, and is either at the mercy of expensive court lawsuits with NFE, or forced to move on and take the contract from NFE.

The-Assassins-Way-7

The Puerto Rico deal WILL go through… here’s why: It is important to consider that the contract is still pending approval by the FOMB. However, it is also worth noting that President Trump has fired 5 of the 7 members of the Puerto Rico Financial Oversight and Management Board (FOMB). These board members are expected to be announced and appointed by the Trump administration, and as such can be expected to be supportive of Trump’s policies and of the LNG industry as a whole. Several Puerto Rican news articles state that the country is “defenseless”, and is either at the mercy of expensive court lawsuits with NFE, or forced to move on and take the contract from NFE.

The-Assassins-Way-7

The Puerto Rico deal WILL go through… here’s why: It is important to consider that the contract is still pending approval by the FOMB. However, it is also worth noting that President Trump has fired 5 of the 7 members of the Puerto Rico Financial Oversight and Management Board (FOMB). These board members are expected to be announced and appointed by the Trump administration, and as such can be expected to be supportive of Trump’s policies and of the LNG industry as a whole. Several Puerto Rican news articles state that the country is “defenseless”, and is either at the mercy of expensive court lawsuits with NFE, or forced to move on and take the contract from NFE.

tachyonvelocity

Cheniere was the leader at the right time, extreme spike in natural gas and LNG prices after a supply shock from Ukraine War. EU LNG prices (TTF) have crashed as EU invested away from natural gas. LNG companies like Cheniere, benefit from the SPREAD between US Henry Hub and global natural gas prices.

Mossad_psyop

I was more referring to the ticker LNG, being Cheniere Energy, but that was a very interesting write up! Relevant to Cheniere regardless as they are a major LNG exporter.

tachyonvelocity

Yes what do you want to know? LNG isn't going away but way way overhyped. Let's ask, what is LNG for? power, chemicals, and heating. The problem is: 1) Cost of non-fossil fuel power gen has crashed, enabled by Chinese economies of scale and innovation. Outside the US, there is no delusional regulatory capture by fossil fuels that prevent renewables buildout, so the economics of power gen matters. The economics is that renewables are extremely competitive. 2) Even in US, US new power capacity is not even building out natural gas power plants much, and solar leads, so even at the ultra cheap US gas, power gen is not competitive. What do you think for an emerging market, will they pay a higher premium US LNG instead of just building renewables? 3) US LNG requires global LNG prices to be higher than domestic gas, at least \~$1.5 per mmbtu higher than Henry Hub. This spread WAS very high, so LNG producers were making tons of money. This spread is getting narrower, so LNG margins have peaked. 4) Geopolitics like China tariffs don't help. China was buying a lot of US LNG. Now that market is basically dead and not growing. This is because geopolitical stress reduce desire for US LNG. So China is now developing local natural gas production. Others like Japan are opening back up nuclear. Europe energy demand isn't increasing. Russian LNG has not left the market, only switched to China and India. 5) US LNG is not the only source of LNG, although it is a cheap source. Qatar LNG, Canada LNG, Aus LNG, are all increasing supply. This reduces US LNG margins and overall margins for the entire sector. Qatar, Can, have not finished building out LNG yet, so more supply coming.