LNG

sasuage-and-buns

As a Canadian, our economy is in deep trouble with or without the tariffs. We are blocking a shit ton of oil and gas projects, we turned Germany and Japan away for LNG deals. We rely heavily on real estate but at the current moment it seems to be wobbling. As well, the average Canadian is struggling, food banks are on the rise, crime is on the rise. Finally, over the last 9 years we have a collective GDP growth of like 0.9%-1.5% (don’t know the exact number but it’s very low) It’s tough out here and if things don’t change it will only get worse.

_hiddenscout

I don't disagree. I'm in the camp of abundance. I think we should be doing everything we can to get LNG to allies and I agree I don't think oil is going anywhere. Just pointing out that a lot of the future is still going to be things like solar + battery storage and LNG. I own FTI as many oil pay, they do subsea, which is seeing growth.

_hiddenscout

More than likely a combo of solar + battery, some nuclear in the future, and LNG powered plants.  There’s also the question of grid updates  

33NoBody33

The Strait of Hormuz is a crucial global oil chokepoint, with approximately 20% of the world's seaborne oil trade and a significant portion of liquefied natural gas (LNG) passing through it daily.

zeey1

You aren't good stock picker I would touch anyone of these except one Infact i bought chenier and sold it after its runup on AI(LNG) Why didnt you buy Nvidia in downturns, amd when it was down and cheap, facebook when it was down, Google now, nvo now and so many other solid earners that are down or valued fairly Stick to ETF as your research is week and you dont understand sentiments

DoublePatouain

I can't invest in Energy Transfer cause of tax system. I'm living in France. But i invest in LNG : \- Cheniere : -11,83% cause of euro dollars change \- Kinder monder -11% I've never seen green on those stocks.

DoublePatouain

Last time i was "investor" : All my positions have been red : \- Marvell : -10% (included euro dollars change) \- Arista network : -24% (included euro dollars change) \- Astera lab : -10% (included euro dollars change) \- Cheniere : -12% (i've never been green since January) \- Kinder Morgan : the same, never been green since January \- Navitas semi conductor : red after buy, and i buy after -10%, so not at the ath That is INVESTMENT !!! Only leader in their sector (AI network, AI chipset conception, LNG leader, and a small promising small cap), and i'm RED !!!! i've NEVER SEEN GREEN !!!! NEVER !!!!!

polychris

There’s a few: * GROW * DKS * LNG

arpus

Lets be honest. Iran's closure of the Strait of Hormuz is bad for the world economy, but really good for the US economy because we'll fill in the supply-gap of LNG and oil.

ClinchHold

Will be significant impacts. Especially if Ukraine uses the window of opportunity to hit Russian LNG. But no doubt, companies in the west with stacked inventories will fill the gaps. If not on crude, then refined products for sure

humanatwork

Not directly related to the article, but this seemed as good a place as any to get some good facts and references on how other parts of the economy and commodities could react as well. Any good resources on the relationship between oil supply shocks and domestic LNG prices? The key question I’m trying to answer is how other commodities directly or indirectly tied to oil supply and this news interact with each other typically and what various scenarios might be signaling about the market and risk factors to look out for. Things like natural gas and diesel (which I did see in a Bloomberg article just a few hours ago was up at a new high so that seems to suggest natural gas would likely follow suit, but why?). I suppose demand shocks may be relevant too, really, at this point what with tariffs and supply chain disruptions rippling through the economy. All coming together with the debt bill and student debt loan default crisis looming. Not great timing for energy price shocks, I’d imagine, but I’m interested in understanding how all of these things interact so I can better understand what sorts of scenarios LNG could we be looking at. I’m no expert though, hence the questions. I’m interested in how to think about these things better, in general.

zeroscout

> About 15% of global crude oil supply and 20% of liquefied natural gas, or LNG, passes through the Strait of Hormuz, according to Morgan Stanley analysis released on Tuesday. https://www.investors.com/news/strait-of-hormuz-oil-prices-iran-israel-conflict-stock-market/ Did you qualify the comment before your comment?

radpower

Buy LNG Cheniere great company

Samjabr

Let me see if I get this straight: Iran, which has very few powerful allies, is going to do something absolutely FK their biggest and most powerful supporter? An act that will have a minimal effect on the US, compared to most other countries - (especially Europe and China) because of all the investment we've made in LNG, Fracking, etc?

Same-Brilliant2014

Cuz I have a couple puts only. Calls on LNG (VG) company and just 1 silly oxy call

gpattikjr

It's the permits, engineering and infrastructure that take up the most time. Building on existing sites would be half the time but there's still miles of red tape to cut to speed up. Today most of the equipment can be built offsite and barged in. I think LNG plants will be the bridge. Those you can plop down and fire up within a year in varying sizes. The gas supply runs along major corridors with the electric. Yeah, thorium. We were 3-5 years away 15 years ago.

RoyalBlue816

GUH…… 🔥 Immediate Global Impacts 1. Oil Prices Skyrocket • ~20% of global oil and ~25% of liquefied natural gas (LNG) pass through this narrow strait. • Closure would disrupt around 17 million barrels/day of oil exports. • Prices could surge to $150+/barrel, possibly higher depending on the duration and severity. • Global inflation would spike, especially in energy-importing nations (e.g. India, Japan, EU). 2. Military Confrontation • The U.S. Navy’s 5th Fleet, based in Bahrain, would almost certainly respond immediately. • Expect escalation: airstrikes, naval engagements, and potential conflict with Iranian assets in the Persian Gulf. • Other countries (UK, France, Gulf States) could join a coalition effort to reopen the strait. 3. Insurance, Shipping & Global Trade • Shipping in the Persian Gulf would halt or become extremely risky. • Lloyd’s of London and other maritime insurers would likely label the region as a war zone, spiking insurance premiums or suspending coverage. • Tankers would reroute, but there is no viable alternative for most Gulf oil exports in the short term. ⸻ 🌍 Broader Economic Fallout 4. U.S. & Allies’ Strategic Petroleum Reserves (SPR) • Countries would release oil from reserves to stabilize markets. • This might help for a few weeks to months, but not sustainable if the strait stays closed. 5. Global Markets React • Stock markets plunge on fears of global recession and prolonged conflict. • Airlines, transport, agriculture, and manufacturing sectors would be hit hard due to oil dependency. 6. Iran Faces Retaliation • Iran would likely face crippling sanctions, UN resolutions, and potential internal unrest. • Closure could be seen as an act of war, giving the U.S. and allies legal pretext for strikes under international law. ⸻ 🎯 Why Might Iran Threaten This? Iran has threatened to close the strait in response to: • Western sanctions (especially oil embargoes), • Israeli or U.S. military action, • Or broader pressure campaigns. It’s a high-risk strategy—essentially their economic “doomsday button”—since they themselves rely heavily on oil exports through that same route. ⸻ 🧠 Bottom Line If Iran actually closes the Strait of Hormuz: • We would likely see a global energy shock, a military response, and possibly a regional war. • The strait is too strategically important for the international community to allow it to stay closed.

CurtisLeow

I mean, it’s more Europe and Asia and Gulf states who will be hurt. The US likely benefits from higher oil and LNG prices. That’s likely why the White House is okay with this. Many of his other policies also benefit US oil and gas companies. Although US companies who own certain refineries may be hurt. So the potential effects on oil and gas companies are going to be complex.

CancelOk9776

All I know is that oil prices will rise sharply, if Iran closes the Strait of Hormuz. The strait forms a narrow maritime corridor between Iran and Oman and is the main export route for crude oil and liquefied natural gas (LNG) from major producers such as Saudi Arabia, Iraq, Kuwait, the UAE, Qatar, and Iran!

winston73182

Saudi has cut more production than Iran produces, UAE says they can also produce >2M bpd more, and Qatar is about to unleash more new LNG on the world than anyone else produces currently.

DoublePatouain

If they close the detroit, No LNG and Oil from Middle east ... All that cause of Israel and their donuts : USA. China and Russia will not let Iran fall for Israel and USA. They lost Lybia, Irak, Syria and a part of Liban because Syrian was the way betweet Liban and Iran. Today, they lost a lot. Iran delivers oil and gas for China. The conquest wars of Israel and their donuts : USA, France, Germany, UK can't keep on or WW3. Don't forget, today, nothing protect Taiwan because all the effort are in Middle east ... They are falling in a BIG TRAP.

54LEA

Qatar will be among the first to act. As most of their LNG exports go through Hormuz they will need to reduce and subsequently shut down the Ras Laffan plant. As they also share the North Field gas deposits with good-old Iran, it's in their best interest to cripple any extraction from the iranian side whilst maintaining control of the waterways. Qatar has a long history of sketchy relations with terrorist organizations and democratic superpowers at the same time, so anything goes in their book.

SpaceCatVII

Starting to look at natural gas plays, TRP, LNG?

Griffisbored

$VG, Venture Global. Leading builder of a modular LNG processing equipment. Innovative technology in the energy sector. IPO was at $25/share and they've dropped by about 50% after a lawsuit about pricing, but has been recovering quickly.

Comfortable_Meet6847

This is about the strait of Hormuz. Iran can blockade it and even mine it if they wanted. 30% of the worlds oil shipments and 20% of the worlds LNG goes through this 30km choke point. If Iran is attacked it's also reasonable to think they will hit other infrastructure in the region owned by other nations. It could get very messy very quickly.

winterfnxs

Iran's Former Economy Minister: Tankers And LNG Cargo Must Get Iran's Approval To Pass Through Strait Of Hormuz https://x.com/RedboxWire/status/1935246934786351181?t=5BfeuKIphE4agNVQGfcg-g&s=19

Pale-Motor3019

Meanwhile Canada has had its head up its ass for over a decade now on not building enough LNG capacity, some of the if not the largest reserves in the world; those same Japanese you referenced went to Ottawa initially and left empty handed because we'd rather sell the idea of paper straws and cardboard forks to the populace instead of multi tens or hundreds of billions of LNG to the Japanese and others.

_hiddenscout

Personally I own NXT, but it's more of an utility play vs residential. That's the thing with solar, some companies are more exposed to one over the other. From everything I read, most utility companies are looking at a combo of like LNG as well as solar + battery to power the grid. Cost really has come down. I don't think the bill will actually cut credits for the utility side of things. Part of my rational around that is that solar is growing in red states. Texas and Florida have been adding a ton of solar for utility reasons. I could be off with that, but that's my take on what will happen with the bill. Part of my rational around that is that in Texas, they are trying to pass similar bills and they are failing. [https://www.canarymedia.com/articles/politics/the-quiet-demise-of-texas-anti-renewables-legislation](https://www.canarymedia.com/articles/politics/the-quiet-demise-of-texas-anti-renewables-legislation) >These bills would have seriously slowed Texas’ deployment of solar, batteries, and wind power, which are shattering power-generation records in the state and helping its grid withstand extreme weather and meet surging electricity demand. The legislation would have caused reliability to fall and utility bills to soar, according to an April report from Aurora Energy Research. >But the Texas House’s session is set to end on June 2, and none of those three bills have been scheduled for consideration. This doesn’t necessarily mean they won’t resurface at some point, but they’re at least dead as standalone bills for this session, Doug Lewin writes in his Texas Energy and Power newsletter. >There are growing signs that these sorts of restrictions on renewables aren’t popular among many Texas Republicans and business interests. Recent polling from Conservative Texans for Energy Innovation shows widespread Republican support for renewables, while even the Texas Oil and Gas Association allied with renewable power generators to oppose the state House’s companion to the Senate’s bill requiring gas backup for clean energy.

Classic_Revolt

Nat gas price is going to double when they start shipping it away to Europe as LNG exports. It cost like 3x over there compared to here. We will pay more just so they can export to Europe

IJustSignedUpToUp

They like bribes from the oil and gas industry more. LNG lobbyists throwing money around like they're Saudis.

joeg26reddit

I thought it was LNG?

TheoryInttro

It's a thing that happened; a US marine commander wrecked the Navy by doing Marine things. And Iran has his notes. Iran can't win. But they can make it more expensive than you'd expect if you didn't pay attention in Ripers class. The assignment is assessing your portfolios resilience to any short term supply shocks so you don't accidentally panic sell on a temporary downturn or get margin called because of a weeks disruption of LNG deliveries.

LengthClean

The Germans don’t have to buy American products. It just needs access. Who knows maybe Canada ends up selling the LNG to Europe

Rare-Dragonfruit-246

Crown LNG Holdings Limited (CGBS) blowing up pre market

hv876

Back in Feb, when Modi was in WH and there was so much talk of trade deals. Words like LNG, deals were thrown around. I wanted to get into action. So I stupidly bought a call for something called CQP because I wanted to buy Cheniere Energy. The ticker for that was LNG🤦‍♂️. Anyway, that I sold that illiquid ass mother fucker for $65 gains.

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.