Sp3cul8r
Stock Trader, Author of Trading Toward Financial Freedom
NextDecade's low equity stake in its projects is mainly a near-term issue: it owns a smaller share of its near-term LNG trains but will own a much larger share of trains 6-10. That answers a critic who called it a pump-and-dump SPAC with low equity in its projects and distant completion. 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
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
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
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
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
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
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 can become a steady compounder as LNG demand surges. Its business is engineering and temperature-control expertise rather than commodity exposure, which makes it attractive. 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'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
