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

Venture Global's new 20-year LNG deal with China Gas shows US LNG quietly regaining demand while Middle East shipping routes stay disrupted. China Gas will import 0.5 MTPA a year from Venture Global; per Reuters, not a single LNG tanker passed the Strait of Hormuz in March 2026. x.com 

Texas Pacific Land, Canadian Natural Resources and GTT stand out in energy because they have real competitive advantages in a sector of commodity price-takers. Texas Pacific Land owns land and collects royalties at 90%+ margins with almost no costs. Canadian Natural has decades of reserves and the industry's lowest decline rates, so it can generate cash even when oil prices tank. GTT is a true tech monopoly with 90% of its market: anyone moving LNG by sea pays it. x.com 

Natural gas faces a real but temporary 2027-2030 price spike as LNG and AI demand outrun buildout lead times, rather than Chronometer's structural, permanent rise. That mechanism is sound and little disputed on timing: processing takes 2-3 years and new frac capacity is unlikely before late 2028-2029. But Chronometer's export and depletion assumptions clash with 2025-26 data, as Haynesville output grew about 2.4 Bcf/d at roughly $4 gas. Rebalancing should follow once capacity catches up. x.com  … Show more

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 

Equinor's earnings reacceleration and role supplying Europe's gas support a core long-term energy holding. The attached analysis estimates 129% EPS growth in 2026 and an 8.99 forward P/E, alongside strong technical momentum. Conflict involving Qatar or LNG supply disruption could increase the value of Norwegian gas to Europe. x.com 

Gaztransport & Technigaz is a little gem in the energy sector, holding a dominant position in membrane containment systems. Its asset-light engineering and IP-licensing model generated operating margins around 30% in 2024 and robust free cash flow, and it is about to pay a dividend of €4.94 per share. x.com 

Venture Global and other LNG producers stand to benefit as LNG prices head toward levels not seen in more than three years. Per Morgan Stanley, via Bloomberg, hotter weather in Asia and restocking in Europe will boost demand; the forecast covers the Asian benchmark, but LNG is a global commodity. That is a tough setup for inflation but a good one for LNG producers. x.com 

Expand Energy is cheap and pays a good dividend while it waits for its day, and US LNG is in a prime position with Russian and Middle East LNG supplies threatened. The weekly chart is breaking out of a bullish falling wedge within an expanding symmetrical wedge, though the stock is still well below its 30-week EMA, so this is no reason to get too excited yet. x.com 

NextDecade's LNG export potential could make the next five years something special, and the long-term thesis is sound. @RealMattMoney and @KrisPatel99 have been correct on it from a long-term perspective; @RealMattMoney calls it the most asymmetric bet in the stock market. x.com