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Cheniere Energy

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About Cheniere Energy

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I’m in! Long LNG and oil stocks
Dont do it Oversupply concern in 2027-2028 is pretty real with Qatari volumes coming online (north field expansions) and Russian Arctic LNG could also flood the market (obv pending geopolitical alleviation) Also Rio Grande Ph 1 is still under construction and they are highly contracted so any upside from international gas prices (ttf / jkm) not going to be a tailwind (only uncontracted volumes will get benefit from this). If you are playing the weather here - why not rather stable, higher quality stocks like Cheniere for VG? Not worth the risk - Management buying is good and they are in for a long term - not for quick enter and exit
Man I drive by there plaquemine plant often. It’s very impressive and already planning on growth. There revenue was 200+% over projections last quarter. They’re big into the spot market and less contract work than normal lng companies. I think it’s going trade similar to $LNG (cheniere energy) long term. I’m steady adding. It’s half my portfolio now
Yeah, I have a small amount of it, unfortunately right now the regard in office is killing LNG. 
Anyone seen VG? (LNG company based out of Louisiana). Been loading from 9-13$, it’s a new ticker with ipo last spring. I think there’s good long term growth there and currently undervalued. Big expansion projects in the pipeline, growing industry etc
Meet the new LNG play. Same as the old LNG plays eg Tellurian , Chesapeake etc etc all of which had 2-3 trips into BK
Not really volatile, been long holding NEXT, VG, and LNG. Once they become profitable, this is a $15B company all said and done.
dig (or whatever it is they do to extract LNG) baby dig
Hey... so LNG trader here. This is not the play. LNG demand from major buyers such as China and Japan is declining. We're looking at supply glut with the major new liquidation plants coming online in the next 5 years, all ex USA. Poorer energy scarce nations are returning to dirty, cheaper fuels. Russia has delivered 6 cgos from the sanctioned Artic2 LNG facility to Beihai in china in 5 weeks. With zero response from current administration. That now puts several million tonnes PA backnin play on the supply side.
FID means construction can begin. Revenue streams currently at $0. Revenue won’t come in until plants are functioning and that could take years. There’s increased demand in winter for LNG and NextDecade has none to sell to anyone
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