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 

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 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 

Venture Global's Q2 was very solid, with locked-in contracts setting up cheaper financing. Revenue of $4.587 billion missed on timing, but EPS beat, the dividend rose to $0.04 and full-year EBITDA guidance rose $500-600 million. Contracted cargoes reached 91% for 2026 and 75% for 2027, struck at elevated TTF prices. That take-or-pay cash flow enabled $5.3 billion of refinancing saving $100 million a year, and with Plaquemines Phase I due in Q4, it expects better credit ratings next year. x.com  … Show more

Venture Global is now quite a good story because it will have enough free cash flow to keep debt down while executing its long-term plan. Once locked-in underlying free cash flow tops $10 billion, risk falls by definition, and EBITDA could reach about $30 billion over the next three years, with far more production by 2029. Industry fees are rising with construction costs, so a $2.15 new-build baseline looks low. @ShaleTier7, whom the author answers, sees only about $2.2B a year contracted today. … Show more

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

Venture Global and NextDecade are reasonable 5-10 year investments from current levels because the US has strong motivation to export more LNG. They are certainly volatile, but companies that show excellence in execution always have a long-term edge. x.com 

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 

Venture Global's litigation overhang could clear because current LNG supply disruptions give Galp and Orlen strong incentives to settle and secure access in a tightening market. Five of seven arbitrations are done, with two wins, two settlements and one loss. Weakness is a buying opportunity. x.com  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