LNG

LeatherMine

Iran has never managed to get its LNG up and running. Definitely set back further now but no short term effect

runnydiarrhea

Checked this data last year, so take it as you will, but for OXY: * 30% of employees * 18% of oil reserves * 18% of LNG capacity * 33% of natural gas * 13-27% of sales volume * 18% of all production are in the Middle East.

ClinchHold

You’ll be in the money. Even more than a momentum play....remaining Bullish on petroleum overall. No matter how the current trade talks go next week - once Ukraine strikes Russian LNG sometime in late June early July - or even stock supply of gas - prices overall are going to jump. Staying short on Iranian oil exports and solid puts on Russian ports in the Arctic.

tasselledwobbegong1

Then whatever they were selling on the black market will go to domestic needs. Japan is signing agreements to buy more American LNG, Europe needs alternate LNG due to not wanting Russian gas and cutting off Nordstream, and now Iranian gas is getting cut off….in other words demand is still there and growing and historic suppliers are getting cutoff so prices go up.

Alpha-Chaser

Iran had their LNG assets attacked. IMO they will retaliate against Israel, so further escalation is the likely scenario. Israel will not back down either. If Iran gains nuclear capabilities then Israel is a goner.

Exact-Reference9564

That's gotta be good for LNG, right?

CoyotesOnTheWing

Straight of Hormuz gets shut down, definitely past 100. If they can shut it down more than a few weeks, flying past $150 is easy. 20% of oil and 30% of LNG shipped worldwide goes through that straight.

surmoiFire

put on China, call on LNG , OXY

gnanwahs

>Is india still scooping up russian oil? of course, even the EU is buying Russian LNG 🤣

Complete-Dog-2590

feeling pretty good bought GNLN which went up like over 70% a day or two ago something about a reverse split idk and now Crown LNG which is up by a lot today because of the news, looking for 3 things : low float, less than a dollar, good vibe lmk if there are any stocks like that youre excited about

ClinchHold

Keep in mind that China 🇨🇳 continued to cancel buy order for US Shale. So you can place puts on oil but not for long. We’ve been over supplied for months so 2.5million bpd is about to be removed from market. OPEC has a set release of additional crude in July - pre planned - but only by 350k bpd. So prices will just jump as value shifts into a smaller supply. Until then, KSA among others, can fill the gap in deliverables to China that will be lost in the strikes or closing of the Straits. It’s going to get even gnarlier for the oil markets if the trade talks between the 🇺🇸 and 🇨🇳go sideways. The USA has 22 billion in open bonds and China has sold off a considerable sum in recent times. But the get a ton of discounted petroleum from Iran and lot from Russia. Im short on Russian LNG in the Arctic because they are next.

ClinchHold

Keep in mind that China 🇨🇳 continued to cancel buy order for US Shale. So you can place puts on oil but not for long. We’ve been over supplied and something has had to give...so 2.5million bpd is about to be removed from market. OPEC has a set release of additional crude in July but only by 350k bpd. So prices will just jump as value shifts into a smaller supply. Until then, KSA among others, can fill the gap in deliverables to China that will be lost in the strikes or closing of the Straits. It’s going to get even gnarlier for the oil markets if the trade talks between the 🇺🇸 and 🇨🇳go sideways. Im short on Russian LNG in the Arctic because they are next.

New_Most_2863

MITSUBISHI CORP. TO START IMPORTING CANADIAN LNG IN 1ST FOR JAPAN - NIKKEI Next tariff mitsubishi.

Ordinary-Lychee-8169

I work contract for VG. I've been involved since they started lease drawings for CP2 gangway permits. VG just canned the Delta LNG project to focus on the Plaquemines expansion. How and why they're needing to, I haven't read on that. It's public news, though, so don't shit can my post mods pretty please! I see this stock behaving like Cheniere. I own 1100 shares at $11.76 avg. share price.

nightlytwoisms

Have calls on VG since I expect any stupid trade deal we sign (especially with EU) to have a bunch of LNG commitments

dvlp

TRUMP easing regulations on fossil fuel companies - so im betting on XOM, LNG, and CVX

Sanpaku

Don't stay in the broker's money market sweep for cash. Use short-term treasury ETFs for some yield. I just got very low beta after the election. Gold miners, agricultural inputs, foreign index ETFs. It's done well, so far. Some other defensives like US distillers were a bad idea, which I stopped out of. Regret not recognizing Euro defense as a play, but to fair, even those who know what a mess 47 is didn't appreciate how much worse it would be than the 45 term. I'm awaiting an opportunity to reenter US green/energy transformation stocks. They're way down, but I expect new lows once this congress repeals the IRA. If we get a market wide crater, it might present a last chance to get into natural gas/LNG, which are valued for much higher Henry Hub. So, just patiently waiting on those ideas.

Critical-Future-292

Flops/watt may improve but data centers forecasted energy usage is expected to increase 11% per year. Add in shortage of infrastructure, copper, tariffs on steel and LNG exports. AI is shifting the economy like in the 70s and 80s from manufacturing to a service economy. I’m not sure what the next will be but seems infrastructure and energy will be at the top.

Sriracha_ma

am short from 345, I posted the below when it was at 344 earlier in the day $CVNA The rumor that $CVNA might join the S&P 500 has been officially ruled out. $CVNA is not on the list. The following are: $APP, $IBKR, $LNG, and possibly $HOOD — but definitely not $CVNA Cvna dumping now Insiders knows the gig is up and dumping like no tomorrow on the dumbass algos ​Chanos on his new big short below [https://www.youtube.com/watch?v=7BZlyzEC3ao](https://www.youtube.com/watch?v=7BZlyzEC3ao) https://preview.redd.it/rk32x6rnzf5f1.jpeg?width=1170&format=pjpg&auto=webp&s=f12b4d5a02a58b1b21b7ce7fbd97e554553be8f9 Funny thing is there were no inclusion, so all of the above were good short candidates 😅

Sriracha_ma

Me! I am short from 545, I posted the below when it was at 544 earlier in the day $CVNA The rumor that $CVNA might join the S&P 500 has been officially ruled out. $CVNA is not on the list. The following are: $APP, $IBKR, $LNG, and possibly $HOOD — but definitely not $CVNA Cvna dumping now Insiders knows the gig is up and dumping like no tomorrow on the dumbass algos ​Chanos on his new big short below [https://www.youtube.com/watch?v=7BZlyzEC3ao](https://www.youtube.com/watch?v=7BZlyzEC3ao) ​ https://preview.redd.it/vlq7ykvise5f1.jpeg?width=1170&format=pjpg&auto=webp&s=5e6e05e8bfc2b4d0a95456f054deac78c3267963

Kachowxboxdad

LNG is possible too

Sriracha_ma

$CVNA The rumor that $CVNA might join the S&P 500 has been officially ruled out. $CVNA is not on the list. The following are: $APP, $IBKR, $LNG, and possibly $HOOD — but definitely not $CVNA Cvna dumping now Insiders knows the gig is up and dumping like no tomorrow on the dumbass algos ​ ​Chanos on his new big short below [https://www.youtube.com/watch?v=7BZlyzEC3ao](https://www.youtube.com/watch?v=7BZlyzEC3ao) https://preview.redd.it/7h562nyl7c5f1.jpeg?width=1170&format=pjpg&auto=webp&s=d18e7eafa5012520c9642a55fd60d37b0b0c0312

Sriracha_ma

$CVNA The rumor that $CVNA might join the S&P 500 has been officially ruled out. $CVNA is not on the list. The following are: $APP, $IBKR, $LNG, and possibly $HOOD — but definitely not $CVNA Cvna dumping now Insiders knows the gig is up and dumping like no tomorrow on the dumbass algos ​ https://preview.redd.it/zcote61q4c5f1.jpeg?width=1170&format=pjpg&auto=webp&s=a622ad0337803b17b62c9105aabd75821d1bf876

Sriracha_ma

$CVNA The rumor that $CVNA might join the S&P 500 has been officially ruled out. $CVNA is not on the list. The following are: $APP, $IBKR, $LNG, and possibly $HOOD — but definitely not $CVNA Cvna dumping now

CptnMillerArmy

America has no hurry to end the war, as long as Europe takes the lead to organize Ukrainian support. The strategic goal of Trump is energy dominance in the region. Russia is still able to pump oil and distribute it at low prices eastwards. Ukraine just played its first cards and the ultimate play will start (my guess) after Putins revenge. My opinion: We will see a Russia of the 1990s in 2026 (collapsing economy, based on sharp rising interest rates and stark shortage in every day goods) and we will see the US to build up the energy sector of Russia again (making money with credits, getting influence on Russias oil and gas policy, selling LNG across Europe). We will find out.

Groovy_Wombat

I think a lot of institutional investors have taken a wait and see approach to Venture Global given the recent litigation against them which I think will get resolved in time. Calcasieu Pass is now fully commissioned and they've already started shipping LNG cargo as required by their contracts. Not to mention there was a time not too long ago when it was unclear if they would even get approval from FERC to build CP2. All of that uncertainty led to a rather disastrous IPO which spooked a lot of folks. Not me though, I was snapping up shares at $7.50 😂 but I'm pretty high on the future of LNG in general especially with the current administration pushing it pretty hard.

Ok_Cry7572

What companies will enter the s&p 500 on Friday(announced AH)👀🤔 Bank of America thinks these stocks are the most likely names to get added: Robinhood-HOOD Applovin-APP Carvana-CVNA Ares Management-ARES Veeva- VEEV Flutter Entertainment-FLUT Cheniere-LNG Interactive Brokers-IBKR

BrandonLeeOfficial

Training in the Street Fighter 6 update. They made Ryu strong AF. He’s also still boring AF. Why I play Ken. 🔥 are badass. Go to the SF sub and Ken is the most hated in the history of the franchise. Mofos holding 30+ year grudges. Let it go. Ryu boring homeless karate man. LNG GLD

James_TheVirus

In Canada - it certainly won't return to previous levels. Canadians have simply moved on - they are planning trips to other countries, buying groceries from anywhere but the US (grocers have largely gotten rid of US Produce), oil is now starting to be shipped to Asia and soon LNG will be as well. There is no way this goes back to how it was before January, but it also won't be zero.

Groovy_Wombat

Exactly. That's their CP2 LNG facility. It's right next door to the Calcasieu Pass facility and is going to be massive. They also recently announced a big expansion of their Plaquemines LNG facility. I'm very high on them long term.

GoZukkYourself

Bank of America thinks these stocks are some of the most likely names to get added to the S&P 500 later this month: HOOD APP CVNA ARES VEEV FLUT LNG IBKR

Groovy_Wombat

It's also not really accurate to say they reneged on their deals either. The contracts they entered into said VG would sell their LNG to their counterparts (Shell, BP, etc) once their Calcasieu Pass facility in Louisiana was fully commissioned. Typically what happens with construction of LNG liquefaction terminals is that the LNG trains (the series of equipment and processes that refine and liquefy natural gas) are constructed and commissioned all at once. VG took a different approach by constructing and commissioning their trains one at a time, which allowed them to begin producing and selling LNG without their facility being fully commissioned. I'm not aware of any other LNG company that's done this before. Shell and others took exception to VG selling their cargo on the Spot market before the Calcasieu Pass terminal was fully commissioned, but it sounds to me like VG just found a contract loophole and exploited it.

_hiddenscout

Solid month for VG! Are they just an LNG play. I ended up closing my KBR position, but they are seeing a lot of success with contracts around LNG.

throwaway_ind_div

I think Chinese did something similar with LNG imports although scale may be relatively negligible

PlandomeProwler

I have 4100 shares, would like 5,000 ideally Not sure what to do. Does it pull back a little to breath, if so then ill add more. Its definately overly shorted and they are going to have to buy back and maybe even go long with all the positive LNG news coming out lately

Venice_LA

LNG and distressed Office CRE are the true contrarian plays rn .

Pzexperience

You must not be paying attention. Lol. I recommend getting informed before making dumb comments. Who is laughing now? -Project Stargate, led by Japan-based Softbank and U.S.-based OpenAI and Oracle, announced a $500 billion private investment in U.S.-based artificial intelligence infrastructure. -Apple announced a $500 billion investment in U.S. manufacturing and training. NVIDIA, a global chipmaking giant, announced it will invest $500 billion in U.S.-based AI infrastructure over the next four years amid its pledge to manufacture AI supercomputers entirely in the U.S. for the first time. -IBM announced a $150 billion investment over the next five years in its U.S.-based growth and manufacturing operations. -Taiwan Semiconductor Manufacturing Company (TSMC) announced a $100 billion investment in U.S.-based chips manufacturing. -Johnson & Johnson announced a $55 billion investment over the next four years in manufacturing, research and development, and technology. -Roche, a Swiss drug and diagnostics company, announced a $50 billion investment in U.S.-based manufacturing and research and development, which is expected to create more than 1,000 full-time jobs and more than 12,000 jobs including construction. -Bristol Myers Squibb announced a $40 billion investment over the next five years in its research, development, technology, and U.S.-based manufacturing operations. Eli Lilly and Company announced a $27 billion investment to more than double its domestic manufacturing capacity. -United Arab Emirates-based ADQ and U.S.-based Energy Capital Partners announced a $25 billion investment in U.S. data centers and energy infrastructure. -Novartis, a Swiss drugmaker, announced a $23 billion investment to build or expand ten manufacturing facilities across the U.S., which will create 4,000 new jobs. -Hyundai announced a $21 billion U.S.-based investment — including $5.8 billion for a new steel plant in Louisiana, which will create nearly 1,500 jobs. Hyundai also secured an equity investment and agreement from Posco Holdings, South Korea’s top steel maker. -John Deere announced plans to invest $20 billion over the next decade in American expansion, production, and manufacturing. -United Arab Emirates-based DAMAC Properties announced a $20 billion investment in new U.S.-based data centers. France-based CMA CGM, a global shipping giant, announced a $20 billion investment in U.S. shipping and logistics, creating 10,000 new jobs. -Sanofi announced it will invest at least $20 billion over the next five years in manufacturing and research and development. -Venture Global LNG announced an $18 billion investment at its liquefied natural gas facility in Louisiana. -Gilead Sciences announced an $11 billion boost to its planned U.S.-based manufacturing investment. -AbbVie announced a $10 billion investment over the next ten years to support volume growth and add four new manufacturing plants to its network. -Pratt Industries announced a $5 billion investment to create 5,000 new manufacturing jobs in Ohio, Michigan, Pennsylvania, and Arizona. -GlobalWafers, a Taiwanese silicon wafer manufacturer, announced a $4 billion investment in its U.S.-based production. Thermo Fisher Scientific announced it will invest an additional $2 billion over the next four years to enhance and expand its U.S. manufacturing operations and strengthen its innovation efforts. -Merck & Co. announced it will invest a total of $9 billion in the U.S. over the next several years after opening a new $1 billion North Carolina manufacturing facility — including in a new state-of-the-art biologics manufacturing plant in Delaware, which will create at least 500 new jobs. -Clarios announced a $6 billion plan to expand its domestic manufacturing operations. -Stellantis announced a $5 billion investment in its U.S. manufacturing network, including re-opening its Belvidere, Illinois, manufacturing plant. Stellantis announced a $388 million investment to establish a “megahub” in Detroit, Michigan. -In addition to its overall investments, Amazon announced it is investing $4 billion in small towns across America, creating more than 100,000 new jobs and driving opportunities across the country. -Regeneron Pharmaceuticals, a leader in biotechnology, announced a $3 billion agreement with Fujifilm Diosynth Biotechnologies to produce drugs at its North Carolina manufacturing facility. -Kraft Heinz announced a $3 billion investment to upgrade its U.S. factories — its largest investment in its plants in decades. -NorthMark Strategies, a multi-strategy investment firm, announced a $2.8 billion investment to build a supercomputing facility in South Carolina. -Kimberly-Clark announced a $2 billion investment to expand its U.S. manufacturing operations, including a new advanced manufacturing facility in Warren, Ohio, an expansion of its Beech Island, South Carolina, facility, and other upgrades to its supply chain network. -Chobani, a Greek yogurt giant, announced $1.7 billion to expand its U.S. operations. $1.2 billion to build its third U.S. dairy processing plant in New York, which is expected to create more than 1,000 new full-time jobs. $500 million to expand its Idaho manufacturing plant. -Corning announced it is expanding its Michigan manufacturing facility investment to $1.5 billion, adding 400 new high-paying advanced manufacturing jobs for a total of 1,500 new jobs. -Carrier announced an additional $1 billion investment in its U.S. manufacturing, innovation, and workforce expansion, which is expected to create 4,000 new jobs.

creemeeseason

LNG inked a 15 year deal with CNQ for natural gas supplies. 1) it's amazing that CNQ can promise 15 years of gas. Most US fracking operations don't have anywhere near that capability. 2) LNG is trading at 17x earnings. If they keep making money at this rate for 15 years, that stock is cheap. They also have buyers contracted for over a decade.

Alarming_Set3628

Venture Global on track to become top US LNG company if CP2 project approved - https://www.reuters.com/business/energy/venture-global-track-become-top-us-lng-company-if-cp2-project-approved-2025-05-22/

Alarming_Set3628

US regulators greenlight construction of Venture Global CP2 LNG plant in Louisiana - https://www.reuters.com/business/energy/us-regulators-greenlights-construction-venture-global-cp2-lng-plant-louisiana-2025-05-23/

Alarming_Set3628

Venture Global on track to become top US LNG company if CP2 project approved - https://www.reuters.com/business/energy/venture-global-track-become-top-us-lng-company-if-cp2-project-approved-2025-05-22/

Alarming_Set3628

I made a longer post but I don't have enough karma. My question is why isn't everyone all over Venture Global?  This company has 60b in industry disrupting equipment and facilities, is producing higher than expected, and it's almost a given that they will be the biggest LNG exporter in the US. The current leader in LNG extraction and export is Cheniere, which trades at like 230$. Lng is also tied to Ai, Trump loves it, and there are several geopolitical reasons for strong global demand.  Someone do a remind me, because I think this company will be over 200 per share within 5 years and dominating the market in 10. Part of the reason the IPO did so badly was these contract lawsuits between oil and gas giants and VG where VG was selling gas to the giants on spot market prices instead of contract prices, VG is accused of playing games and stretching out the time they sold on the spot market. But these suits will go away, and the giants are continuing to purchase gas.  They also have a lot of debt.  And Lng is known to be a fickle market.  So how dumb am I?  Position: 500 @ 17$ average 

_hiddenscout

They do more than LNG pumps, just that's motion technologies is like their largest segment. [https://www.itt.com/our-solutions/our-brands](https://www.itt.com/our-solutions/our-brands)

LeveragedOblivion

Is ITT openly pivoting or just quietly diversifying? LNG to space might not be a crazy pivot if they've already got the manufacturing infrastructure in place, I'll keep an eye on them!

_hiddenscout

Few other names that are kind of under the rader, but way smaller caps are $MPTI and $FEIM. They do components for satellites. I also own ITT which will get you some exposure to market as well. They do more pumps for things like LNG pumps, but acquired some aerospace companies over the years. Recently they bought kSARIAand then Matrix Composites, Inc in 2019.

LeeS121

Venture Global on track to become top US LNG company if CP2 project approved - https://www.reuters.com/business/energy/venture-global-track-become-top-us-lng-company-if-cp2-project-approved-2025-05-22/?utm_source=chatgpt.com

LeeS121

Let me add this… I’m big on energy, I got a shit load of LNG (VG)

personman_76

I doubt they mean anything more than "look at us, yeah!" But hypothetically we could sell more natural gas if our consumption decreased. Especially now that Europe has LNG ports in multiple countries instead of only in the Netherlands like a few years ago. So our slight increase in tax revenue is I guess a small one in some minds

_hiddenscout

I’ve been long on $ITT for a bit. Haven’t looked at the valuation in a second, but overall it’s a solid company.  They do like specialized pumps for LNG and they have a line of business for aerospace.  They aren’t flashy, but just a great long term compounder.  10 year ROIC average of like 15%.  https://quickfs.net/company/ITT:US Also I’m long FLEX and JBL. Not sure if they are technically industrials, but they advanced manufacturing for companies. 

PlandomeProwler

Best plays to buy and Hold $VG USA working with EU again, Russia "Crazy" according to mango, all bullish signs for LNG Export $RDDT Undervalued and crushed last earnings, its a wound spring bro $CAVA Growing YOY better then most restaurants in the biz only 385 stores "The Next Chipotle" Current SP on all of these are in the "BUYZONE"

PlandomeProwler

VG venture global LNG exporters is a wound spring getting ready to burst back to IPO price of $25 thats more then a double from where it currently stands. 

PlandomeProwler

LNG baby fueling the world

CommunicationHot1718

Reality is naturally even more complex. Stuff is carried around the world and there are way more than 2 players. US exports LNG and Soy to Europe. In my country (Netherlands) we have some big companies making specialised cow food and fertilizer (Yara). We export this to the rest of the world but in the end US customers buy soms end product. In the EU there are countries with a trade deficit and surplus alike. To punish the block is just very strange.

Nesu_Toro_Sen_Tado

You've all convinced me, but wondering though if peace talks continue in Ukraine and eventually sanctions on Russia are lifted, it may make LNG struggle heading towards the EU market

Lopsided-Code9707

Burn everything American except their LNG and Coal.

Flandersand

Who is we? EU are several countries. The issue is they dont have unanimous sanctions, due to countries like Hungary and Slovakia. They can increase LNG Imports from US, Qatar and other suppliers to replace Russian volumes (Norway, Azerbaijan). They have been downsizing in recent years, but its painfully slow.

Unfair_Run_170

Yeah, geography is definitely the biggest obstacle. That's why CANZUK should build ships! LNG ships to power Europe from Canada. And LNG ships to export from Australia to global markets. And bulk freighters to ship our ore and minerals. Or CANZUK doesn't have to be about import/export only. Creating some kind of CANZUK visa and allowing people to move and travel easier for work or living! It's about the movement of people and ideas as much as it's about exports. CANZUK can produce lots of rare earth metals! And lumber and minerals. We can produce those things fairly cheap thanks to hydro and nuclear power. So it's about being able to ship and move those products we produce cheaper. That's the main problem. CANZUK should work together to develop infrastructure, industry, and policy that helps all four nations maximize our exports to other nations.

Highborn_Hellest

It's in the best interest of the USA to not have us ( eu) good ties to Russia. Since Nordstream went up, western European countries are importing LNG from USA. If you think, Russia would puppeteer the usa against the best interests of itself, I'm not sure what to tell you.

RoyaleWCheese_OK

Oil & gas because OPEC manipulate the oil price and everyone wants LNG and purity products.

tellit11

We could.. but we still follow worldwide pricing for a variety of reasons. I would get into some of it but I'm not sure how many people would read my comment. LNG is where we are domestically stable, not oil.

PlandomeProwler

VG Venture Global LNG Exporters about to squeeze, how do I know? Charlie Schwab wants to borrow my shares. Beaten down and ready to fly.

LiberalAspergers

Ukraine peace deal would be bullish for the euro; but should weaken the dollar, as demand for US LNG craters.

Fickle-You-5101

Nuclear will take too long it , to get factories producing nuclear smrs at scale to replace fossil fuels it will take between 20 - 40 years. And thats a generous estimate I'm talking about a tech that isn't just promising on a ted talk – this company can do it within two years it has access to over 400 factories that could be producing LNG reactors within months. Think about that for a second. That kind of established infrastructure isn't built overnight. It means that when this technology is ready for mass deployment, the production capacity is already largely in place. This isn't some hopeful projection for the distant future. This is about leveraging existing industrial capacity to scale production within a year – not decades. When you're aiming to displace a behemoth like the fossil fuel industry, rapid scalability isn't just a bonus, it's absolutely essential.

photobombolo

But the Trump administration rolled back the LNG export restrictions earlier this year, fulfilling promises to fast-track fossil fuel infrastructure and "reassert U.S. energy dominance". This regulatory shift has opened the door for companies like New Fortress Energy to expand operations, especially to non-FTA countries that were previously constrained by permit delays. The policy change is expected to accelerate U.S. LNG export capacity. I think some big money didn't want to wait for the payoff on this one, but with DJT around the future should become a lot easier for NFE. They were only founded in 2014, after all.

creemeeseason

u/_hiddenscout has tons Also: CAAP, BRC, LNG, BKNG, MELI, UFPT for a few I follow.

photobombolo

The Trump administration has rolled back LNG export restrictions, fulfilling promises to fast-track fossil fuel infrastructure and reassert U.S. energy dominance. This regulatory shift has opened the door for companies like New Fortress Energy to expand operations globally, especially to non-FTA countries that were previously constrained by permit delays. The policy change is expected to accelerate U.S. LNG export capacity while drawing criticism from environmental advocates concerned about long-term climate impacts.

Scabies_for_Babies

Most of the "Build Back Better" proposal was never enacted and the Inflation Reduction Act strategy for reducing inflation by reducing reliance on fossil fuels, whose prices are heavily influenced by geopolitics, and encouraging on-shoring of manufacturing. Between the IRA subsidies for manufacturing and the extortive prices the EU is paying for US-produced LNG, we were poised to poach a lot of European manufacturing from the home countries of major European companies. Trump is drastically increasing the military budget and he has provided military aid to Ukraine in both terms. In both terms his only preconditions were the ability to extort something in return. I don't support the current Ukrainian government but Trump has no room to criticize while he continues this year and talks of taking the Panama Canal and Greenland by force. No shit inflation was lowest when the US was emerging from a very sudden and deep recession.

hogannnn

I am just telling you, as someone who works in the industry, that he has not. For every “make LNG easier to export”, there is one “kill a mega offshore wind project by revoking the permits, and thereby kill the entire industry”. Look up empire wind and its ramifications.

creemeeseason

MUSA has smoked MSFT on a 5 year timeframe. Ditto KNSL. Don't even get me started on LNG.

gabesxoxo

How anyone can look back on last months developments and come to this conclusion is beyond me. 30% won’t be the final number, just like 145% wasn’t the final number. It’ll end up being 20-10% on both sides, like china will make some bs concessions on the made up fentanyl issue and swear to import very much very beautiful American LNG while keeping their current 10% to save face and as a thank you the us will drop their number to something businesses can actually work with as well, like 10-20%. This is nothing but the introduction of a regular import tax with extra steps, they just don’t want to call it that because most Americans are too dumb to put two and two together anyways. They’re putting on this show to push their income tax cuts through, which will overly benefit the elites. You know, the people trump actually cares about.

funicode

China did respond to the 20% fentanyl tariffs with targeted counter-tariffs: 15% on LNG, chicken, wheat, corn, cotton, 10% on oil and agricultural machinery, sorghum, soybean, pork, beef, seafood, fruit, vegetables, dairies. The restrictions on rare earth also do not seem to have been removed.

puckkeeper28

Container shipping from China is what they’re focusing on when they say shipping is slowing down usually. You can use vessel tracker or MarineTraffic to see how busy the berths are at your favorite container port. The US West Coast ports import most of the containers from the Asian countries on the pacific. They typically are loaded with full boxes of import goods, and leave with a lot of empties to be refilled in Asia. Energy trade hasn’t fallen off yet. Exports of LNG to China halted in the spring when they quit buying it. And they’re not importing as much crude from us. Using cheaper Russian crude now most likely. Some countries may buy more US crude to offset their trade deficits. But it remains to be seen how that market will be affected by the tariffs yet. Ships are still moving, but some types have definetly slowed down.

Crazy_Donkies

Can't see it.  He's trying to tax consumers to fund the tax cuts.  Will be at least 30%.  I can see China not caring about it for cheaper LNG, AI chipsn or something.  Plus there will be significant carve outs.

RichardChesler

China's best bargaining chip is US LNG. They have the demand and have strategically avoided buying it from the US. I think they agree to buy in exchange for lowered tariffs

RichardChesler

You forgot that the US is only 15% of Chinese exports. People think that China *needs* the US market and that was true until the last few years. Losing 15% would hurt, but if China truly sees themselves at war then they will figure out a way to walk away from the US market. Imho right now what I think they are doing is figuring out a way they can keep trade with the EU and maybe trick Trump into lowering tariffs by buying US LNG.

Thatisme01

In the face of escalating trade tensions with the US, [**China has made a significant purchase of Brazilian soybeans**](https://www.tridge.com/news/china-buys-surprising-volume-of-brazilian-so-iydqzz), acquiring over 2.4 million tons, or nearly a third of its average monthly intake. With deliveries scheduled mainly for May, June, and July, this move highlights **China's shift towards Brazilian soybeans, the main agricultural export of the US to China**, despite tariff disputes. After soy beans, **[China has just signed a deal with #Australia to import beef](https://www.abc.net.au/news/2025-04-12/us-tariffs-war-with-china-australian-beef-exports-up/105166632)**, which it **previously imported from USA**, $2.50 Billion worth. Tariffs are starting to hit American meat exports, with [**China making its biggest cancellation of pork orders**](https://www.bloomberg.com/news/articles/2025-04-24/china-cancels-us-pork-shipments-after-tariffs-raise-prices?embedded-checkout=true) since 2020, according to Thursday data from the US Department of Agriculture. **The cancellation of 12,000 metric tons of US pork** was the most since the Covid-19 pandemic roiled global supply chains. For the week, overall US pork export sales fell to the lowest level since October. Chinese refiners are [**importing record amounts of Canadian crude**](https://finance.yahoo.com/news/china-pivots-us-canada-more-174633437.html) after slashing purchases of US oil by roughly 90% amid escalating trade tensions. Chinese crude imports from the port at the pipeline terminus near **Vancouver soared to an unprecedented 7.3 million barrels in March** and are on pace to exceed that figure this month. Meanwhile, Chinese imports of **US oil have collapsed to 3 million barrels a month** from a peak of 29 million in June. [**China Signs Major LNG Deals With UAE to Replace U.S. Supply**](https://www.realclearenergy.org/2025/04/23/china_signs_major_lng_deals_with_uae_to_replace_us_supply_1105445.html). State-owned China National Offshore Oil Corporation (CNOOC) agreed on 21 April to a term deal to buy liquefied natural gas (LNG) from Abu Dhabi National Oil Corp (ADNOC), the third supply contract the energy-rich West Asian nation has signed with Chinese buyers in recent days. China’s Ministry of Commerce [**imposed export restrictions on seven rare earth element**](https://www.csis.org/analysis/consequences-chinas-new-rare-earths-export-restrictions)s (REEs) and magnets used in the defense, energy, and automotive sectors in response to U.S. President Donald Trump’s tariff increases on Chinese products.

Expensive-Anxiety-63

OKLO, SMR etc. etc. The small modular nuclear reactors are likely the future. Traditional nuclear reactors take like 20 years to pay off the investment compared to LNG and coal plants paying themselves off in like 5 years.

Aravinda82

Nothing about LNG as far as I can tell. Also, this is all tentative and nothing is signed yet the actual trade agreement will probably take months more to fully negotiate.

ThisIsMyRedditAcct17

Well we also got a $6B tax hike. Nobody will be importing more US manufactured automobiles, chlorinated chicken, and hormone-stuffed beef. So you are exactly right, there may be some opportunity, however small. There has been decades of branding in the UK that US foodstuffs are near poison if not outright. I fully expected a trade of LNG to be included, but I didn't catch any mentions specifically. The more interesting what looks like non-negotiation was on UK Digital Service taxes and film tariffs. I expect this to be a future negotiation since both sides have actual stakes at play here.

onespiker

There is one that very hard for them to skip out though. LNG and Oil. We are trying to cut ourself from Russia fossile fuels. There arent many alternative suppliers for our Energy needs.

krobzik

I suppose the current plan was to try to get through to the US side with the difference in service purchases and then cover the remaining deficit with LNG. It does look like folding but they were buying it from Russia and Saudis so in broad sense might be a very slight improvement

takloo

Apple iphones, watches and Mac computers. Microsoft software and cloud services. Google, Facebook, Amazon, Netflix services. General Electric jet engines. Boeing airliners. Lockheed Martin, Raytheon, General Dynamic security and defense equipment. Procter & Gamble, Gillette, Colgate Palmolive, Coca-Cola. Dell & HP laptops, desktop computers and data center servers. Exxon-Mobil, Chevron oil products. Cisco network equipment. The US is the second largest LNG gas exported to India following Qatar. Washington apples and California grapes, almonds. Practically every company in the US S&P 500 is doing business in India. You need to wake up from this antiquated view of India.

_hiddenscout

$POWL * Q2 GAAP EPS of $3.81 beats by $0.37. * Revenue of $278.6M (+9.2% Y/Y) misses by $4.08M * Net income grew 38% YoY to $46.3 million ($3.81 per share) * Gross margin improved significantly to 29.9% (530 basis points increase) * Electric Utility sector revenue grew 48% to $70.3 million * Strong backlog maintained at $1.3 billion * Secured two major project awards in LNG and mining sectors * Healthy cash position of $389 million * Petrochemical sector revenue declined 13% to $43.7 million * New orders decreased sequentially from $269M to $249M Brett A. Cope, Powell’s Chairman and Chief Executive Officer, stated, “Our second quarter marked another solid quarter of project execution and robust operational efficiency. Powell delivered a 33% increase in gross profit dollar growth on revenue growth of 9%, leading to a gross margin improvement of 530 basis points compared to the prior year. Order activity in the quarter was also strong, highlighted by two large project awards which included a new greenfield LNG facility to be located along the U.S. Gulf Coast and a large mining project in Canada.” Cope added, “The expansion project at our Electrical Products facility in Houston is nearing completion and on schedule as we continue to augment our manufacturing footprint to both service our project backlog and better position Powell for future growth. This incremental capacity will also play a critical role in advancing our key strategic priority to commercialize new products through organic investment in our R&D function, positioning us to better compete and capture greater share in key sectors like Electric Utilities and Commercial Markets including data centers.”

Least-Cup79

EU has bought 50% of the Russia's LNG since the start of the war lol. In what world are they allowed to tell a neutral India how to spend?

_hiddenscout

$KBR Q1 Non-GAAP EPS of $0.98 beats by $0.12. Revenue of $2.06B (+13.2% Y/Y) misses by $10M. Bookings and options of $1.4 billion with 1.0x book-to-bill (1.1x TTM book-to-bill) * Net income grew 25% to $116 million * Adjusted EBITDA up 17% to $243 million with improved margin of 11.8% * Executed $156 million in share repurchases, returning value to shareholders * Won multiple new contracts worth over $490 million combined “KBR delivered strong performance in the first quarter, driving higher year-over-year revenues, margin, earnings, and cash flow,” said Stuart Bradie, President and CEO. “We remain focused on consistently executing well on our major projects and controlling what is within our control. We are benefiting from ongoing robust LNG demand, with increased Plaquemines activity yielding greater profit and cash flow. HomeSafe move volumes continued to ramp up during the quarter with rising customer satisfaction scores. Additionally, we are maintaining strong bid volumes and seeing continuing momentum with strategic new contract wins.” Mr. Bradie continued, “Although we have not seen any material program or contract cuts in our U.S. government base, the environment remains volatile, and we remain agile to meet changing customer demand dynamics. We are realizing the benefits of our previously announced segment realignment plan and managing our indirect costs during this period of heightened uncertainty. We remain bullish on KBR's long-term outlook. In the first quarter, we executed one of the largest share buybacks in the company's history, acting on the board-authorized $750 million repurchase program.”

Cheap_Scientist6984

Canada joins the EU and then pledges to give them their oil. Ironically the Keystone XL pipeline gets permanently shut down and Europe doesn't need or LNG anymore.

medicsansgarantee

Inflation’s been going on since 2008. It mostly started because of QE (quantitative easing). Then there was another round of QE during the pandemic, and interest rates were raised afterward to fight that inflation. Remember when everyone in the US got a stimulus check? Then came the energy crisis in Europe — LNG and crude oil prices shot up because of the sanctions. That made everything more expensive too. Not to mention the first trade war Trump kicked off with China before the pandemic, and Biden actually kept most of the tariffs — even increased some. That’s about it — and now we’re in another tariff war, but this time the “stable genius” decided to slap tariffs on everyone, lol. Gold prices go up when the dollar weakens, and there are a bunch of things behind that. Like how the yen weakened, so Japan had to sell off some of their reserves. The reason was kinda weird — I’m not totally sure, but Japan thought it’d be a smart move to raise interest rates, lol. Thing is, everyone was borrowing in Japan because of near-zero rates, then flipping that into equities or bonds elsewhere to make money — lmao, oh lordy. Honestly, might need a whole book to list everything that got us here. Like private investors snapping up properties everywhere, rents going up in most cities, banks collapsing here and there, and so on. I can’t even remember it all. But yeah, in short: inflation started in a few places, then it got worse and spread as one global mess after another piled on.

AncientAckman

The EU plans to ban all Russian gas imports, including pipeline and LNG, under new and existing contracts by the end of 2027, Bloomberg reports.

Wild-Astronomer1200

I got out on a few things and got back in briefly thereafter. I was too heavily invested in the S&P 500. I had a whole bunch of VIGAX index fund through Vanguard and I also had added right at the peak of maybe end of January a whole bunch of VOO and VOOG I sold the ladder for a little bit of loss once the heavy drops came in March and had been stocking up on some LNG and oil related stocks that are in good shape making me money fixing to pop ET and VG by year end, if not sooner, I will have easily recovered all of my losses with the two energy stocks, and the dividends will be nice as I am recently retired Oh, and I’ll almost forgot. I also purchased some SPYI at a really good price after it had to drop significantly. I think I bought in on it about a month or so ago. It pays a nice dividend also

Antique-Resort6160

A large part of that is not Vietnamese but Chinese production that already moved there to avoid existing tariffs.  Talking to someone from Vietnam last November, they claimed the country was being swarmed by Chinese companies wanting to move far more production there, but under nominally Vietnamese ownership. Anyway! Vietnam has a big trade surplus with the US and trade defecit with China.  It's possible the surplus with the US can be reduced as the Chinese production in vietnam diminishes. Additionally, they can increase purchases from the US.  They are already cooperative, signing new contracts to import LNG.  Machinery imports will likely also increase.  It doesn't need to be perfectly balanced, but they can't run tens of billions in trade defects with so many countries.  Rebalancing will add up to hundreds of billions over dozens of countries, and create trillions in economic activity in the US.

OrneryZombie1983

"buying more liquefied natural gas (LNG) and agriculture." Helping out GOP donors. Nothing about manufacturing.

Brokenandburnt

Shale is a pretty expensive oil to produce, with the break-even point around $60-65 per barrel. The Saudi's have a break-even around $20/barrel or something absurd like that. OPEC lead by the Saudi's have for a long time cooperated to keep oil price relatively high, making for a healthy profit. In comes the US shale boom. The US doesn't give two shits about OPEC quotas, and have produced so god damn much oil that OPEC actually has cut back to keep the price up. OPEC+ haven't been happy about this, so they have consistently overproduced. And the Saudi's have started losing market share. The Saudi's also use their sovereign wealth fund as the royals piggie bank, and spend like a drunken lottery winner on his first Vegas trip. It seems like the Saudi's are going the other way now, increasing production and squeezing out the expensive oil producers, many whom are US companies.\ While it's true that shale has gotten cheaper and cheaper to produce, the steel tariffs are massively increasing price for the drilling rigs. The only new oil wells being drilled in the US right now are those that were contractually obligated. The drilling for Nat gas will continue, but much of that came from oil wells aswell. US has had absurdly low natural gas prices because the export capacity have been low to non existing. However what makes natural gas drilling profitable now is the increasing LNG capacity. This will drive up US natural gas prices to be closer in line to the international market, that is about 3x what you are used to paying. If the Saudi's keep pushing, and Trump keeps the steel tariffs in place, the smaller US oil producers are going to go bust. Thing is, Trump fucked over Big Oil in his last term, so they were better prepared this time. They started preparing already back around inauguration, and have already started giving notice to some of the workforce. And for some reason Trump isn't refilling the strategical oil reserve with the currently cheap oil, it still sits at 50%~ish. So in a while, if Trump doesn't reverse course, prepare for both utility and gas cost to skyrocket. I simply think this administration is to stupid to understand all this though. Trump thought it was enough to open up some land and shout "DRILL BABY DRILL!" and everything would be amazingly cheap. Stupid mf's, the lot of them. I don't even have a college degree and I would do a better work.

Helpful_Source_8985

So no proof or ban? Tariffs on countries that get oil and LNG from Russia will get the Tariffs

Critical-Falcon-8004

Who will benefit from EU LNG proposal 

Critical-Falcon-8004

$VNOM Viper Energy as 2nd row candidate for EU LNG proposal 

managemoneywell

LNG

_hiddenscout

Can say, with a lot of names I follow, seems like there is still a lot of investment going into LNG.

_hiddenscout

Sounds like they are also still seeing strong data center demand.  Sounds like they are also expanding into the natural gas market a bit, seems like I’ve seen a lot of talk about LNG this quarter.  “January 2025, our Infrastructure Solutions segment completed the acquisition of Arrow Engine, a Tulsa, Oklahoma based provider of engines, generator sets, compressors and replacement parts, primarily for the natural gas production market.”

Beastican

OXY possibly given that LNG is being setup as a larger export for US

TowelOld743

And Lindsey Graham wants 500% tariffs on all countries buying Russian LNG and Oil, that's China, India, Japan, South Korea...