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Korean Growth & Space Investor, RKLB/TSLA/PLTR/SPCX
US LNG exporters Cheniere and Venture Global are drawing growing interest as Middle East supply is cut off. Per Reuters, not a single LNG tanker passed through the Strait of Hormuz in March 2026, with Iran halting two tankers just before transit, and LNG shipments have effectively stopped since the war began. x.com
US LNG exporters Cheniere and Venture Global gain as Iran's retaliatory strikes on Qatar's Ras Laffan and the UAE's Habshan and Bab gas facilities lift the premium on long-term LNG contracts. Qatar supplies about 20% of global LNG and the UAE adds stable Asian supply, so with both hit, US platforms that can deliver now benefit even if gas prices don't spike. Wartime buyers secure supply conservatively, and US-China and US-Japan summits could yield LNG deals; Venture Global has spare capacity. x.com x.com x.com x.com
Cheniere Energy rises the longer the Hormuz crisis lasts, because Iranian strikes crippled 17% of Qatar's LNG export capacity, and QatarEnergy's CEO says two major trains will be offline for three to five years. Even if the Strait reopens, the market is structurally short 12.8 million tons a year, making Cheniere's Corpus Christi Stage 3 expansion very valuable. If Hormuz stays shut six months, Wood Mackenzie sees JKM at $45-55/mmBtu, implying $500+ for Cheniere and $62+ for Venture Global. … Show more
Natural gas is the real Middle East time bomb, not oil: Iran's retaliation knocked out 17% of Qatar's LNG capacity for three to five years. LNG terminals are costly and take years to rebuild, and producers are far fewer than in oil. Japan, South Korea, China and much of Europe rely on LNG imports for inelastic heating, and European stocks are at historic lows. If Hormuz stays shut or more Qatari plants are hit, buyers turn to the US, the top exporter, and Cheniere; prices could go vertical. … Show more
Venture Global is a $12 stock without a closure of the Strait of Hormuz. The whole point of the trade was a strait closure, and with that no longer the case, the trade no longer holds appeal. x.com x.com
Cheniere Energy's contracted cash flow and repeatedly raised guidance support the view that its breakout holds. Its 2026 adjusted EBITDA guide has risen for the third time this year to $8.75-$9.25 billion, from $6.75-$7.25 billion initially; distributable cash flow guidance also rose, and the last Corpus Christi Stage 3 train is complete. x.com
Cheniere Energy is the top pick among mid-cap energy names because it sits at the center of US LNG exports, benefiting directly from Qatar-related supply disruption, rising global energy demand and the AI power boom. It also has institutional sponsorship and the cleanest chart, consolidating tightly near highs above key moving averages and setting up for a breakout above about $300. Matador is oil-dependent, Teekay Tankers swings with rates and SunCoke moves slower. x.com
The Iran war could be a huge catalyst for US energy stocks as energy independence becomes a necessity rather than a luxury. Nuclear names Constellation Energy, Vistra, Centrus and Cameco combine energy security with massive AI power demand, while natural-gas names Cheniere, EQT and Antero gain from LNG demand and tighter global supply. x.com
Venture Global is the most direct bet on the world buying more American LNG. Its total LNG capacity in production, construction and development is about 100 million tonnes a year, more than Qatar's current operating capacity of about 77 million, and it was the top performer in the global oil and gas sector in March. x.com
Venture Global seems to offer the most torque to LNG fundamentals, with significant damage to Gulf LNG infrastructure and an exceptional natural gas setup. Seasonal strength, LNG and data center demand and the Middle East energy crisis support gas from a $3 start, with commercials max long and one heat wave from $10 Henry Hub. Gas companies trade on the strip, so they gain from rising prices even when gas funds lose to contango. The project seems viable, with positive news flow. x.com x.com … Show more
US energy stocks should catch a bid now that Iran's IRGC navy has closed the Strait of Hormuz indefinitely, effectively a blockade. About 20% of global oil supply moves through it, including crude from Saudi Arabia, Kuwait, Iraq and the UAE, with no alternative route for that volume. Tanker insurance should spike and rerouting around the Cape of Good Hope adds weeks on stretched supply, pushing crude higher. Fertilizer and plastics costs get squeezed, complicating the Fed's inflation view. x.com … Show more
US energy stocks EQT, EOG Resources, natural-gas producers and Exxon still deserve attention even at current levels, because the Iran conflict will last longer than the administration is communicating. Iran may have created a permanent toll booth for safe passage through the Strait of Hormuz, leaving President Trump in a bind even if he backs down. @aleabitoreddit notes oil and LNG exporters could run further if tensions escalate. x.com
