LNG

tikimandude

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

Intrepid-Distance-54

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

Proper-Plantain9387

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

CarRamRob

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

littlecomet111

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

Brok_Kolie

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

Antilokhos

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

sNeKbIt99

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

hodd01

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

No_Aerie_2717

Venture Global US LNG

Antilokhos

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

Rock_or_Rol

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

LasyKuuga

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

LasyKuuga

LNG had the dirtiest bear trap today damn

LasyKuuga

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

NonimiJewelry

100% anything tracking LNG, NFE for the shortsqueeze

Th1rt13n

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

LasyKuuga

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

BrockDiggles

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

NonimiJewelry

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

CallMyAccountant

Technically they do produce LNG from Altamira.

tachyonvelocity

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

_hiddenscout

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

tachyonvelocity

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

_hiddenscout

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

tachyonvelocity

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

_hiddenscout

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

RanchHandlher

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

LasyKuuga

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

pigeon_shit

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

Wild-Astronomer1200

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

pigeon_shit

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

Rednos24

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

Safety-International

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

CAFN8TD

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

Total_Schedule591

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

AntoniaFauci

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

CAFN8TD

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

CAFN8TD

Possible but unlikely anytime in next 10 years. The issue is getting pipelines permitted and built to east coast but also LNG facilities permitted and built on east coast. Getting a pipeline from BC or Alberta over to Quebec or New Brunswick is the real challenge. Canada would have to modify their environmental regulations to make that happen plus sell it to the NIMBY provinces of Ontario, Quebec, et al. Until there is major regulatory and cultural shift in Canada, there are too many barriers now to attract that type of investment in my opinion. Source, I work for a large Canadian pipeline company.

LasyKuuga

LNG up 20% yesterday and 20% today Jesus Christ why did no one tell me this was gonna happen 😢

kaapooj

US LNG a security risk thanks to Trump (weird that Europe decided to go that route)

Zestyclose_Ad8420

plenty of LNG in the middle east and africa. add nuclear + renewables (cheap thanks to china) and batteries/electrification are gonna make it easier to take the hit and eventually will replace most of it. the next 5 years are gonna be hard no matter what for the EU, the 5 after that might be catastrophic for the US, republic ending (it wouldn't be the first time that a republic ends and another one takes its place)

Amori_A_Splooge

Europe can't get passed their own self-interest to stop importing Russian LNG that is financing Russia's war in Ukraine.

flat-waffles

They switched from importing LNG from Russia to the US. It's going to suck for Europe when the US invades Greenland and they have to find another supplier again.

No_Economist3815

Huh, good luck with your "done with the blackmail" Guess they'll heat their homes with good wishes "In 2024, the EU imported over 100 billion cubic meters (bcm) of LNG. The United States was the largest supplier of LNG to the EU, accounting for almost 45% of total LNG imports. Imports from the US in 2024 were more than double what they were in 2021."

Me-Regarded

LNG 🚀🚀🚀

LasyKuuga

Nerds talking about Silver when LNG blowing up like crazy

AgentBlackwell

Enjoy relative stability of O&G, LNG, and bank stocks. Maybe suffer a small dip, hopefully thats all. Keep collecting my dividends and reinvesting on pullbacks.

shitholejedi

You are a year deep into tariffs all across the world that weren't there in January 2025 but you have somehow convinced yourself nothing has changed? You started his presidency at a 0-10% tariff on nearly all products and you are here at 10-25% on most trading partners and that is now seen as normal. The EU was supposed to put retaliatory tariffs for US tariffs on EU steel. US tariffs on steel are at 50%, the EU is rolling around its second retaliatory talks after they backed down on the first one, ended tariffing diamonds and a signatory of almost $1T of LNG by 2028.

Nebty

Europe is going to be using their Anti Coercion Instrument, which lets them ignore US IP and Patents. Canada is willing to sell them LNG. Chips are made with machines only produced in the Netherlands. And the biggest South American trade union just signed a deal with the EU to bypass the States. The US cannot win against the rest of the world combined. All for resources you weirdos could just buy fair and square from the Greenlanders who rightfully own them. Don’t steal other people’s shit and expect everyone to just keep doing business with you.

Distinct-Degree1730

Checking out LNG companies. What’s the consensus of these tickers LNG and SLB? SLB reports earnings 1/23/26 and has been bullish the past 3 months. LNG is a major transporter with many assets, contracts, and the future appears to be promising. Thanks

thev0idwhichbinds

Cooooope. First of all we are not codependent at all. The EU exports nothing to the US and most of those trillions in investment is your pension funds etc that provide your generous social welfare programs. So the US provides your security so you can invest in our economic casino to provide generous welfare. You wouldn't have your free Healthcare if it wasnt for us. And you can't just devest your money elsewhere it would destroy your current social contract. On top of that, the US exerts control through the NATO supply chain. If the EU broke away from the US you would be literally defenseless for a decade while you tried to build your own defense industrial complex. Oh and you would have to do that with what energy? How's germany doing? After nordstream 2 your only source Of LNG is the US. And even if you think you are going to buy from Iran or something the US could just blockade shipments. So good luck with your fantasy. Also I'm sure the European nations will collaborate well in this new world order instead of reverting to your historical state of fighting amongst each other unless a hegemon imposes order. When was the last time ya'll were united? Napoleon. Before that? Charlemagne sort of. Before that? Rome and that is a stretch. On the other side WW1 and then WW2 literally destroyed most of the world. You are lucky the US lets you pretend to be independent.

inWineVerit4x

The EU swapped Russian for American depdency: today, US accounts for ~16% of oil and ~45% of its LNG of imports. G. Luck/s

CarRamRob

How about, immediately the USA could withhold crucial parts to their defense? Let alone holds the keys to untold intelligence about their defense that if they were threatened they pass to Russia to sort out. How about if they boycotted their LNG from being delivered to Europe? How about their access to USA manufacturing (nuclear devices) How about their $39 billion of pharmaceuticals the US sends to Europe (1/3 of what Europe sends to them). I’m not saying any of this is right mind you, but acting like Europe could punish the USA without impunity and worse results for themselves is asinine.

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.