LNG

WSTTXS

Went all cash, started scalping / swinging energy stocks and making money that way, after a 5% correction in prices I will become an energy investor, HELLA bullish on oil and LNG!!! Energy is making money hand over fist 😎

dmitri_romashov

OIL AND GAS AVAILABLE ON CIF/FOB We have all kinds of petrochemical products Such as Jet fuel, A1 & JP54, EN590 10ppm, D2, D6, LNG, LPG, LCO, UREA46% ETC. All available for urgent lift CIF/FOB Contact me on email for Soft Offer Popov Alexanda Tel.: +7 (906) 508 7981 Email: iteraoil.llc{at}mail. ru Email: iteraoil.llc{at}gmail. com Skype: iteraoil.llc{at}mail. ru

VisualMod

>QATARI DEPUTY PM TELLS HANDELSBLATT QATAR WANTS TO BE ABLE TO DELIVER LNG TO GERMANY IN 2024 ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-05-20 ^02:30:55 ^EDT-0400

fuscosco

Im kind of underwhelmed by that. I sold my LNG stock for par, and made 2 points on the KSS short. Verdict still out on TSLA, but I was tempted to sell at 700.5

braintardGG

I went about 60% cash around last year in November on the basis of supply chain issues and interest hikes. Sold a majority of my stocks except for sectors I felt would be stable. Hit the jackpot with keeping Shell, as it will continue to profit off high gas prices and LNG. My current expectations are for the markets to continue to go down hampered by inflation, increased transportation costs, continuous supply chain issues, and chip-, wheat-, oil-, coal- and natural gas shortages. These shortages and inflation will probably lead to more earnings misses and resulting in people being fired. Future outlook is not all doom and gloom though. I think the semiconductor sector will continue to flourish. Oil/gas sector will probably gain significant profits in the next short 2-3 years. Green energy will mature and grow rapidly as Europe is forced to move to heat pumps+alternative energy sources. All in all, My portfolio is still hurting particularly in cannabis and Palantir, but are also offset by my remaining profits in Apple, Shell and AMD. Now shifting from individual stocks to ETFs. Seeing 52-week lows across multiple companies I follow has me dipping my toes back in although only about 5% in cash. Before I commit a significant chunk of my cash I am waiting for a massive overreaction from market.

carpitown

The oil/LNG cratered today. Makes no sense since they are literally printing money

Lyndon-Gains-Johnson

Hey all you scared tech investors 👋 Don't you want to cycle into some nice, safe LNG companies? 🥺👉👈

Herbisretired

They use LNG for fuel in Europe and I think we are the fourth largest exporter. Leases are only worthwhile if they get used.

Herbisretired

We are exporting a lot of LNG which was practically nonexistent a couple years ago..

MrRikleman

I would advise not eating LNG

GeorgeSaucington

If you want an LNG play take a look at TELL

ze_end_ist_neigh

TNK has been on the new 52wk high filter for 6 sessions in a row. I don't like non-US registered companies due to the potential tax implications, but someone seems to think LNG is going to be a big component of the energy mix in the future

awww_yeaah

If you want another great energy play check out LNG

a_new_bum_in_canada

What about LNG? I own a few shares of LNG carriers

OGREv2

U.S LNG boiz. Honestly not joking. PLAY IT SMART!

ze_end_ist_neigh

Those are very fair points. That is the horizon that I am aiming for- between 2-5 years. I do agree with you- I do not believe coal will be the predominant component of the generation mix domestically. Not in the sense of we are going to retrofit NG assets to coal-fired. Just that for the time being and potentially the next few years given the regulatory backdrop and persistence to mute supply, the prolonged pricing can keep coal ITM for a good bit of time. While, I do think that there are cleaner and better suited technologies to serve our energy needs- I think spot pricing given the backdrop of resource scarcity and increased demand with regulatory restraint on additional supply- it's like a boomtown waiting to happen in my mind. I think internationally, there may be more sympathetic views to re-introducing coal with better improved carbon capture technology. If EU cannot readily source NG from the Arabs or build enough LNG terminals, I think it'll find it's slowly find its place back in the mix to alleviate prices. I would think even 3-5% increase in resurgence in the generation mix would bode very well for mining.

ze_end_ist_neigh

yeah I think it depends on how they roll those derivative contracts, i get it though you know- who would have thought coal would be back in vogue- I like some transport- like KEX but I'm in a bunch of the oil complex to snag up whatever LNG gets shipped transatlantic. Wish I could buy some shares of Glencore or Vitol tbh. I fucks with trade houses

nocool-

Added more LNG and CVX today.. August calls in the money

ShapeComfortable4252

I was looking for LNG tanker shipping companies unfortunately there are not so much to invest . EE , CEQP, PAGP , UGP, ETRN , GLNG Do you think we should talk and DD about some of them ?

borkathons

LNG stocks - that story isn’t changing.

VisualMod

>EUROPEAN COMMISSION PRESIDENT VON DER LEYEN: THANKS JAPAN FOR DIVERTING SOME LNG SUPPLIES TO EUROPE 'AT A MOST SERIOUS TIME' ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-05-11 ^22:54:45 ^EDT-0400

fuscosco

Russia is going to disrupt LNG flowing into Europe . . . 🤔

nocool-

I still sit on CVX and LNG.... I am not scared!!!! Bring it bitches!!! Release from reserves is nothing more than false supply... That will get depleted, then what?

crazybutthole

LNG

Ecstatic_Piglet5719

>The massive increase in US GDP from LNG exports has helped US soften the impact of rate hikes in their OWN economy... Sorry for disagree with the above, but I bet even if US LNG exports increases 2x, 3x, 4x, 5x, it would not make a relevant figure on its GDP.

TheDeHymenizer

eehhh few things wrong with I'd say. One is no one outside of Western media (mostly normy) claims Russia wants to "take over the Ukraine" a civil war has been happening in the eastern Ukraine for about the last 10 years and Russia has claimed / US military analysts have said that their goal is to sequester pretty much all of the eastern portion of the Ukraine where Russian support is fairly high. Russia isn't the US and can't afford the endless guerilla war that would come with taking Western Ukraine. LNG exports have risen but the US is no where near able capacity wise to replace Russia as the EUs main supplier and likely won't be for a number of years. We just don't have the facilities set up. We can help for sure and we have the reserves to do it but we don't have enough liquefaction facilities and its not easy or fast building those. What you're describing is often called the "prettiest girl at fat camp" theory. The USD can be crap but so long as everyone is worse the USD's place in the world is fine. There is def some truth to this but in a world with gold, alternative currencies, and a few policy adjustments by China for CNY I think this theory is going to be stretched to its limit to see if it still holds true.

jasonredit

🇺🇸🚢 The huge wave of long-term US LNG supply deals continues 📝 JUST ANNOUNCED: Exxon will buy 2 million tons/year of LNG from Venture Global's proposed Plaquemines and Calcasieu Pass 2 export projects 🚢 Over a dozen deals to purchase US LNG have been signed since February

jasonredit

🇨🇳🏭 China's virus lockdowns are destroying demand for natural gas 📉 Industrial gas demand in the factory-heavy province of Jiangsu fell 43% (!) in April from a year earlier. 🚢 China's LNG imports are down 20% for Jan.-April

jasonredit

🇯🇵🇷🇺 Japan's trade minister said he "can't deny the possibility" that Russian natural gas will be sanctioned in the future 🚢 But it'd be challenging for the world to replace Russian LNG/gas, or even design those sanctions, said METI's Hagiuda It is interesting tho how Japan turned on Russia these last couple of month even though Vlad has kinda always tried to get them on his side and constantly decried Hiroshima Nagasaki events

jasonredit

🇩🇪 🇶🇦 Germany is being forced to choose: energy security or climate goals? 🚢 Germany won't commit to a 20-year LNG supply deal with Qatar, since it puts Berlin's green targets at risk, Reuters reports 🚢And Qatar won't sign a deal at a shorter length

ThatRollingStone

I’ve been having a ball this past week, I’m down 4k at this point, mostly just gains though, principle investment still secure which is always the goal. Income still dripping in with no news of any adjustments to dividend payouts or schedule. The red sucks to see but all signs point to staying the course on my end. Right now I’m picking up a lot of tech and energy. Price of crude and LNG is rising with Europe searching elsewhere for crude and LNG. Mostly America, N. Africa and Australia I’ve noticed. So I’m taking advantage of the dip.

Devilsrain729

LNG UNG USO OXY ET are getting buried. Mostly because I’m long those.

Delicious_Freedom635

**Best way to play LNG??**

cammarota_BKR

I’m heavy in ET regardless of what the market sentiment is, the commodity prices are stable and LNG demand is only set to increase

DerpyMcOptions

even if they don't ban LNG/NG they already were going to announce contracts they are making with American LNG exporters come mid may (this month) and we're already in week 2... They just stated they're organizing new permitting for pipelines through France and Spain (to offer American LNG ships shorter travel distances) to pipe that new LNG through the EU.

zerocoldx911

Gotta pay for that LNG somehow

VisualMod

>GERMANY, QATAR AT LOGGERHEADS OVER KEY CONDITIONS IN TALKS TO SECURE LONG-TERM LNG SUPPLY DEAL -SOURCES ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-05-09 ^12:53:52 ^EDT-0400

carpitown

Why in the hell is the Oil/LNG sector taking a beating. They're the only true winners in this economy

PhilDerivatives

Federal stimulus checks transferred to all the sellers from the top are now complete. The market is now running on cruel oil and LNG.

jasonredit

🇮🇳🇷🇺 India’s liquefied natural gas importers are purchasing extra shipments from Russia at a discount as most other spot buyers shun the fuel 🚢 Indian firms bought spot LNG from Russia via recent tenders

nocool-

It's all about energy... Energy is in the perfect storm right now and no one can do crap about it... The earth nerds don't care about living standards, so no drilling... We have shut a massive amount of oil supply down.... (thanks Biden) We have high inflation and a FED who's credibility is in question.... Yea.. I am looking at one thing.... That's energy and agriculture... Namely oil... Oil appears to be making a flag on the chart, and is now looking to break out. https://schrts.co/vvMsGFZy If it does... the markets will turn down... I have a few stocks I keep a tab on... Oxy, cvx, lng They follow oil so their charts will be very close. With oil prices so high, these guys will be posting some very amazing earnings... You will want to own a part of that because that is what money follows... It is all about earnings bitches!!!! cvx is close to resistance. I am watching what it does here.. https://schrts.co/KBczxDgT If it falls off, I will wait for it to get back to support... if it bounces, I will buy more.... I have been doing this as cvx settles. I have been in it since before the war started, so I am up huge on this. Same thing for lng and oxy. The whole energy sector actually... https://schrts.co/Uvbevqku lng and cvx both are in solid position for being winners with the LNG shortage right now. If this summer is super hit LNG demand will be higher than normal. Some high yielding goodies for folks into that stuff... SBR and SJT yielding around 7-8% They also follow oil and will have bigger payouts because of the higher oil prices... I have agriculture stocks as well.

DangerStranger138

EU and Vietnam have free trade since 2019. The only thing USA really needs to improve Vietnam relations is help them upgrade their military so they don't have to rely on Russian arms procurements **Great article on the current US-Vietnam bilateral strengthening of political economic relations** *some highlights* The fast-growing nature of the U.S.-Vietnam partnership can be ascribed in part to shared threat perceptions regarding China, particularly in relation to Chinese encroachments into contested waters in the South China Sea. China’s maritime militia and coast guard have hampered Vietnam’s efforts to exploit natural resources within its exclusive economic zone. Under pressure from Beijing, Vietnam in 2020 canceled planned drilling operations by Russia’s Rosneft to explore an oil field near Vanguard Bank. This followed harassment of Russian drilling in the same offshore block the year before. And in early 2021, Rosneft sold its rights to the block, and all other offshore rights in Vietnam, to Russia’s state-owned Zarubezhneft. Vietnam also pulled out of exploration agreements with Repsol and Mubadala in recent years due to similar pressures, incurring costs of up to $1 billion in compensation to these two companies. \[Biden administrations since elected into office\] [has worked quietly with Vietnam to reduce the trade deficit and increase economic integration.](https://www.csis.org/analysis/unlikely-indispensable-us-vietnam-partnership) Vietnamese imports of U.S. goods increased in recent months, especially in the services and agricultural sectors. In April, Treasury removed Vietnam from its list of currency manipulators. But the Section 301 investigation remains open—a potential landmine for bilateral relations—and USTR is expected to announce further findings in July. Since the two countries normalized relations in 1995, Vietnam has vaulted onto the shortlist of countries of greatest interest to U.S. investors. U.S. foreign direct investment into Vietnam has grown from under $1 billion in 2011 to over $2.6 billion in 2019. The U.S. trade war with China that started in 2017 lured some manufacturing out of China as U.S. companies sought to diversify supply chains. Vietnam’s proximity to China, alongside its improving business environment, young and highly educated workforce, and entrepreneurial mindset helped make it one of the few beneficiaries of the U.S.-China trade war. In October 2019, the United States and Vietnam signed a memorandum of understanding establishing a comprehensive energy cooperation partnership. Vietnam is projected to increase its already heavy reliance on coal for electricity generation. Foreign investors are laying plans for larger important terminals in a bid to increase Vietnam’s capacity to import U.S. LNG.

Kiaomid2011

Now that LNG is in high demand, TELL stock has a huge upside! 

fuscosco

All Im reading everywhere is 'buy more oil' and 'LNG'

IdealNeuroChemistry

I appreciate the engagement. You're not wrong about the recent price action, but I disagree that those charts have topped. Some random thoughts that kind of make an argument: \- Commodities have taken a break because of the DXY being so strong. I see that beginning to lose momentum in the technicals, though. Once (or if) the dollar begins to top, I think commodities run higher again. \- Do the charts need to have topped to still cause persistent inflation? A number of CDN oil firms have reported losses from hedging oil \~$80. If this is true for other commodities, then, current spot prices might not actually have made their way into the broader economy. \- Russian oil supply will likely contract because they've been increasingly reliant on foreign expertise and technology to keep their Siberian wells going. If the sanctions start really biting them, and they have to shut down production it might not come back on in similar capacity. \- It's looking like the EU is looking towards the USA as a more permanent supplier of LNG. Check out that chart... Getting the stuff across the ocean will be expensive, while freight insurance and other costs are still quite high. \- The weather hasn't been great for many crops around the world recently. Coupled with supply chain crunches and food security becoming a growing concern, I see those charts holding. \- That both oil and gold have been so resilient in the face of Chinese lockdowns and a surging USD, I think we've got stuff brewing still. I don't trade futures contracts, but I've built most of my portfolio around oil, agriculture, fertilizer, and natural gas names.

540Flair

DUMB SHIT. STFU. Germany won't even get a working LNG port + add access to a gas pipeline next 2 years. Let alone provide to others. Why do you think we need this technology now, one we don't have access to at all? It's because we're manoeuvering ourselves into a corner by thinking renewables produce baseload power and security of supply. Slowly but surely reality will catch up with wind/solar providing single digit % of installed capacity as actual power at this very fucking moment. Therefore we rely on gas plants, and FUCKING COAL! while still shutting down the last nuclear power plants like the last fucking idiots on the planet who cant do basic maff. And since we, thankfully at all, realize when we shut down russian gas/oil were finally and royally fucking ourselves to the point lights really do go out if we halted coal plants ... We buILt aN LnG teRMinAL. Which will take fucking years, remember BER airport or Stuttgart 21. And yet here YOU are, posting bullish this and that, clearly no clue WTF is going on and HOW FUCKED German energy politics are... It's all just talk and no reality until German green party gets fucking reality checked. Scholz and Habeck are a fucking disgrace. Habeck Studied poetry Basically and Scholz is a neurotic yes-guy. Don't take shit they say for facts. /Rant

Affectionate-Rock157

This guy is the type of, the glass is half empty. You or I can't help what the government does but we can try to make some money. You're right, oil and gas is a good thing at the moment. If you check majority of oil and gas they maintain a up trend and will continue. I have USO, UNG and LNG. MNO is another I've been watching.

hohhle

Cheap talk from Scholz. He is excited to play middleman for the LNG which arrives via Polish ports and is piped through Germany. UA east coast will pay even more for their LNG imports all while the US executive administration fights against interstate pipelines.

ATXStudent1990

First argument that fed balance sheet correlated with the S&P 500 doesn’t jive with the July 2019 rebound (if it was purely a casual relationship we wouldn’t see deviations like that). Agree with your general conclusion though that there are a ton of mixed signals. Recovery from a pandemic, forever lock downs because China is insane, Russia’s power and the ensuing energy market drama, combined with fed policies being less investor friendly (per se—in the short term) should give anyone pause. However, I think for the non-degenerate investor, betting against the US markets right now seems rough. For one, Russia probably saved our oil and gas energy sector, especially LNG as we are possibly set to be one of the biggest exporters to the European market. This means energy jobs, and also gives energy company’s the capital to invest in transition fuels (LNG) and in the longer-term, renewable infrastructure. That’s good for the US economy because jobs and in the long term, as long as oil prices stay elevated, capital will eventually flow into drilling (albeit it’s been slow so far) and that will drive down the price. Peak oil theory is dead, and the price of oil is well above breakevens (even for wildcatters) so I don’t see this being a long term thing. Second, the inflation of today is fundamentally different than historical examples as it’s both a result of fed policy and supply chain bottlenecks. We’ve also seen massive wage growth, which makes sense given how bad the average American worker has had it the past 20 or so years. If we weren’t seeing wage growth like we are, then I’d say get your puts on spy ready. Even under a dooms day thesis, production costs will decline as the economy stabilizes post-covid. The problem is the production pivot from China/finding alternative suppliers, which is ongoing and will stabilize eventually. I think this is the most concerning area as China shows an inability to admit the zero covid policy is dumb because of their nationalism/need for the state leadership to be perceived as “great leaders.” But on the bright side, crap like this will be China’s downfall to the US because it’s incredibly hard to innovate when your leadership can’t be honest. All the human capital in the world won’t make up for crap leadership that suppresses the population, which will stifle innovation. Third, US hegemony in the wake of the Russia invasion in Ukraine is arguably restored. The real winner in this all is the US’s resurgence of leadership, as Europe showed, once again, they are largely pussies and need the US to protect the continent. Expect considerable tailwinds for GDP from our defense sector as this will boost exports considerably as Europe now militarizes. TLDR; I think the long term thesis of the market is still good, short term, it’s likely in part dependent on China as to whether production costs decrease.

UgoBastion

It’s not impossible to discuss without. The question is do you think US LNG export companies will profit?

imunfair

> How long does it take for Germans to realize that the US has been, and is, fucking with them. Not so much fucking with them, just that US foreign policy changes a bit every 4-8 years when a new guy gets in office. The next guy might not be so dead-set on regime change in russia, but that's 2-6 years away so this war could be resolved long before then. And even if it is resolved it sounds like they want to reduce dependence on russia so they'll still be pushing ahead with building more LNG terminals to receive gas via the ocean rather than the current pipelines.

UgoBastion

I see that argument for TELL, but the stock price is holding up pretty well, still up 85%. $LNG is going to be printing money though, they have a fully operational LNG export facility, that stock is rock solid

UgoBastion

Hmmmm, I think companies like $LNG,, $TELL, and a few other that have smaller caps might be telling a different story. LNG export business is going to see huge money flow into it. TELL will be filling ships in 2026, $LNG Chenerie is filling ships now and starting construction on a new terminal. $TELL is up 85% in the last 3 months….

janadellanotte

Thats the same for us, buildinh all those LNG ports .The transpot way is far too long. It makes no sense at all

UgoBastion

Anyway I didn’t say it would be good for Germany, I think it’s bullish for LNG exporters in the US

Life_is_Liquid25

We’ve been building a level of consolidation and support around $100 and moved higher. Global energy crisis is coming. Oil & LNG to the moon…

mekonsodre14

+ the EU-Russian oil embargo and LNG supply shifts are going to bring a lot of dynamic into the summer / autumn season.. We are not seeing the full effect of these motions in global markets yet.

jasonredit

🇨🇦 Canada looking to expedite two east coast LNG projects

Bankit1984

Oil and energy prepped for an EU oil ban. XOM, LNG.

r2002

Great takes thank you very much! > But if the US gov can find a way to help the US producer increase output to the world, that could change. I think US gov's role in this is limited. Mostly oil companies don't want to over drill because they know from past experience that it leads to a unsustainable boom to bust cycle. However, I do think US Gov can do more to help secure regulatory and financing support for LNG terminals (I might be biased because I'm holding a lot of Tellurian lol).

Lyndon-Gains-Johnson

Lol natural gas is at $8.70 😂 Why won't LNG go up 😭😭😭

Keeperofthewall

$LNG just posted massive loss on fixed price contract that are long term.

Keeperofthewall

Watch for LNG providers with large exposure to fixed pricing. Some are taking MASSIVE losses, but they have happy customers.

VisualMod

>JAPAN CONSIDERS FINANCIAL SUPPORT TO BOOST U.S. LNG OUTPUT - NIKKEI ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-05-04 ^12:04:59 ^EDT-0400

Lyndon-Gains-Johnson

LNG pls 🥺

Professional_Fox_409

Where is LNG gang?

FemaleEcho

A wise man on yahoo says to research the north sea, whatever that is “that North Sea production will be flowing years before any additional US LNG” I don’t know the rest

Lyndon-Gains-Johnson

LNG up 5% premarket 😳💦

Professional_Fox_409

My bet is Germany's progressive govt is going to take this opportunity of high energy costs and go full net zero and transition to hydrogen via LNG They fucked their nuclear industry because of Fukushima and China fucked their solar industry by stealing all the IP

collings290

I assume it is about capacity. If Europe all clamouring for LNG it is better to have your own terminals. Regarding oil....I guess Norway is sitting on their huge reserves and just watching the barrel price go up. Pressure on Norway to increase production. Also, holding £TRIG and other renewables.

justsomeitguyhere

I'm holding TELL, but that news makes no sense, LNG for the german grid can already use the existing LNG terminal in Rotterdam, or if needed the one in Zeebrugge

collings290

So EU phasing out Russian gas is great news for US LNG companies. Just checked my $TELL down 16% in the last month. I know everyone likes to trade the way most people like to breathe, but $TELL should be a good stock to hold long-term. https://www.politico.eu/article/germany-to-build-two-lng-terminals-quickly-to-reduce-energy-dependency-on-russia/

SendMeHawaiiPics

To increase LNG supply takes years and years. Demand outpaced supply with relief years away

tommygunz007

http://investors.next-decade.com/news-releases/news-release-details/nextdecade-and-engie-execute-175-mtpa-lng-sale-and-purchase NextDecade and ENGIE Execute 1.75 MTPA LNG Sale and Purchase Agreement $NEXT calls tits jacked

JDinvestments

KMI is fundamentally cheap, and going through a pretty major re-up on their gas contracts. But they've *never* traded at any sort of lucrative value following their disastrous 2015 debt issues. You'll get an above average dividend, but that's about it. Midstream in general, ET is my current favorite, but K-1s put off a lot of people. But they have good LNG exposure. If you can bear to move away from midstream, and dive into downstream, LNG is one of my favorite companies that I don't own.

r2002

Are there any pipeline plays that are good for LNG for the next 5 years, and then when liquid hydrogen becomes a thing, the same pipelines can then be used for liquid hydrogen?

Lyndon-Gains-Johnson

I'm jacked to the tits on LNG calls. If they print tomorrow I'm cashing out and buying my dad a Herman Miller. If they don't print then he's gonna have to sit on the Markus for another year

JDinvestments

That's a broad topic. Do you like upstream, midstream, or downstream? WTI, WCS, or LNG? I spent the last two years pounding the table for Tourmaline. They're closer to fair value now, but high quality, and I'd absolutely buy them today. Suncor is one of the larger, well known names. Frustrating management, but some of the better upside in my opinion. ARC resources also looks appealing, and consistently overperforms relative to its current price. One of my personal largest holdings, and a company I just rerated higher following last week's earnings call is Cenovus Energy. Really well aligned management with shareholders, and great assets. But I own them, so I may have bias here.

Professional_Fox_409

LNG Cheniere 10k YOLO Earnings bet and they own the pipeline to Corpus Christi which is the only port in Texas that is anywhere near a port that can handle VLCCs which are already in high demand and about to go stratospheric in European exports with Russia oil embargo >No port along the U.S. Gulf Coast currently manages a channel that is deep and wide enough to fully load and off-load VLCCs, the largest class of crude oil tanker ship that is coming into increasing use in the shipping world. At the Port of Corpus Christi, such ships are able to land at satellite facilities and then have oil lightered to them from the port on smaller vessels. While the method works, it results in longer loading times, higher emissions, and higher costs. Plus LNG as the transition fuel to net zero.

fuscosco

Holy shit, LNG is up up

kangofthetards

LNG on ships big homie.. the way the whole got damn world is doing it.. PS i can tell those bags of yours are getting heavy so let me give you a tip... most of europe are switching back to Uranium not solar as its retardedly un reliable u know in case it rains which it does a fuck ton there. Why do you think they so heavily rely on gas in the first place lol. But hey man who knows maybe the sanctions will end climate change will end the rain in Europe or whatever and you might be right or something lol.

Lyndon-Gains-Johnson

[This will be me if MOS hits today and LNG hits tomorrow 😤😌](https://www.buzzfeednews.com/article/elaminabdelmahmoud/limb-lengthening-surgery-height-stigma-short-kings?utm_source=pocket-newtab)

giraffe_onaraft

im holding long on TELL. first LNG export on the east coast is huge. this one will do well once they begin expansion work down the road.

LostFlup

I’m thinking that there are a lot of interesting plays within the LNG Shipping and Energy supply chain side that are trading cheap relative to a lot of other firms in the energy space. Lots of maritime firms slashed dividends back in 19/20 and have been pretty beaten up ever since. However, with the Ukrainian conflict and EUs dwindling gas supply means firms are now sitting on assets that are worth their weight in gold. Cash flow stability is also likely to improve given the move to longer term charter agreements and overall positive industry tailwinds. I could very well see late 22’ being the time when we start to see the re-introduction of some dividends. GLOP and HMLP come to mind as two small cap plays although given that they are more illiquid equities I’d make sure you got a pair of stones to hold onto them. Another name I love is CRK (Comstock Resources), this is an E&P firm based out of Texas that is 98% dry natural gas (2% oil) and has the opportunity for some great locational synergies given increased US LNG exports and the heavy natural gas weighted production. Admittedly their hedging program has fucked them in the past, but they dialled things in at the end of Q4 21’ and are on good track to hit their leverage targets by summer and after that we will see the implementation of their return of capital program (details not certain yet if that will be dividends or buybacks). The models for CRKs commodities strip based NAV prices them at around $28/share which I would put as my high price target (likely not to be reached unless shorts get caught). Earnings will be out for CRK tomorrow if anyone is interested. That’s my two cents, thx for listening!

creemeeseason

LNG- cheniere energy. LNG exporter. Natural gas will be in huge demand and America has the cheapest. Their existing capacity is sold out through 2040 and they have new capacity coming online. Kinda expensive now, but a great company. BJ- BJs wholesale. It's like a regional Costco. They are expanding and paying off debt from previous poor management. Discount stores do well in recession. Also a bit pricey, but $55 is where I'd buy.