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

Cheniere Energy is a top pick for inclusion in the S&P 500 at this Friday's announcement, alongside Bloom Energy. 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 

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

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 

Baker Hughes, Valero Energy and Cheniere Energy stand to profit from a dual catalyst: the oil shock and tariff refunds. The three were identified by using AI to comb through large amounts of data. x.com 

TotalEnergies' robust cash flow funds rising shareholder returns: it raised its first 2026 interim dividend 5.9% to €0.90, the top dividend growth among major European and US oil companies, alongside a 4.3-5% yield and buybacks. Q1 LNG profit hit $1.3B on 12% higher volumes, and resumed Mozambique LNG construction should drive future earnings. High oil prices help, and Morgan Stanley and others see AI data-center power demand as a structural tailwind for its integrated power business. x.com 

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

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 

EQT is still a favored gas play, and not too late, because Qatar's Ras Laffan LNG hub is badly disrupted. EQT raised hedging to nearly 40% of 2026 production at an average floor near $4.30/MMBtu and ceiling near $6.30, a tactical approach that adds protection selectively while staying exposed to upside. x.com  x.com