LNG - Cheniere Energy, Inc. 0 WATCHERS

LNG stocks are going to be some of the biggest winners next year long VG and NEXT

NFE New Fortress Energy Inc. * NFE has two clear upside paths: a near term short squeeze setup and a long term fundamental turnaround. * Short interest is extremely high (\~55%), borrow fees are expensive, and institutional plus insider ownership lock up most of the float. * This creates a …

Nope. That's just the Puerto Rico deal getting final FOMB approval. 7-year LNG supply locked, lower energy bills hyped by officials, and a debt forbearance buyin' time till Dec 15.

Chat why did yall buy SPY calls and not leverage LNG calls?

Hard to say. T said last night LNG is the future

Outside of my wheelhouse, but was reading about China is really electrifying their trucks right now, which could have an impact on LNG and Diesel [https://apnews.com/article/china-truck-lng-ev-diesel-transport-70f3d612de4b45b6f954a7f557f7f741](https://apnews.com/article/china-truck-lng-ev-diesel-transport-70f3d612de4b45b6f954a7f557f7f741) >China’s trucking fleet, the world’s second-largest after the U.S., still mainly runs on diesel, but the landscape is shifting. Transport fuel demand is plateauing, …

LNG and LFG

I have a high risk pick: Venture Global. Second biggest exporter of LNG in US. Recently signed multiple 20 year deals either France, Germany, Japanese companies to supply LNG. Recently IPOed this year but stock price has taken a hit due to litigation and high debt levels but they are …

People are seriously sleeping on $NFE right now. Yeah, bankruptcy risk is real they're in the thick of debt restructuring, missed some payments, and have forbearance until mid-December. It's high-risk no doubt, and equity could get diluted or worse if things go south, but holy crap, at these levels, the …

To The Cosmos, If you not in you wanna be floating in the sea 🌊 Look, I get it — NFE is a polarizing position. Some people think it’s a broken company, some think it’s the future of global energy logistics. That disagreement is exactly why the opportunity exists. When …

Puerto Rico's Governor is incredibly bullish on LNG from $NFE Here is the article: [https://periodismoinvestigativo.com/2025/12/puerto-rico-energy-dominance-natural-gas-trump/](https://periodismoinvestigativo.com/2025/12/puerto-rico-energy-dominance-natural-gas-trump/) Some excerpts from the article (but please read the article for yourself as it is very informative): "“I believe in American LNG,” González said repeatedly while discussing the $4 billion contract her administration signed with …

Puerto Rico's Governor is incredibly bullish on LNG from $NFE Here is the article: [https://periodismoinvestigativo.com/2025/12/puerto-rico-energy-dominance-natural-gas-trump/](https://periodismoinvestigativo.com/2025/12/puerto-rico-energy-dominance-natural-gas-trump/) Some excerpts from the article (but please read the article for yourself as it is very informative): "“I believe in American LNG,” González said repeatedly while discussing the $4 billion contract her administration signed with …

Abaxx Technologies Inc ABAXX is a new physically delivered commodities Exchange and Clearinghouse. Other exchanges like CME and ICE don’t do physically delivered contracts. They only do financially settled contracts which are mostly products for traders not commodity companies which need physical delivery. On March 8, 2022, The London Metal …

Abaxx- buy the exchange. Future LNG benchmark and making headway in gold https://cdn-ceo-ca.s3.amazonaws.com/1kiu3cv-Abaxx+-+Q4+Investor+Summary.pdf

CVX, XOM, and EQT for the Trump Administration's focus on LNG exports TTE given Europe's push for energy independence from Russia D for data center expansion and population growth in the DMV area AES for operational presence and proximity to DC, and I like that they're headquartered in Virginia

I'm bearish on energy for 2026 due to oversupply. That being said, I do hold and am hopeful for $DVN. They've spent years building midstream capacity with partners and securing LNG contracts in Europe. They used to have to almost sell their gas at a loss, just to provide take-away …

ET, LNG, SLB, HAL

$NFE - why their debt is manageable **A post from a SA user, I wanted to share:** Some remarks to the pricing models published by FOMB (as I read on SA that the old contract of NFE with PR was more beneficial than the new one): FOMB publishes the following …

they dont know yet that TRUMP is pushing LNG [https://oilprice.com/Energy/Natural-Gas/Trump-Moves-to-Supercharge-US-LNG-as-Exports-Hit-New-Highs.html](https://oilprice.com/Energy/Natural-Gas/Trump-Moves-to-Supercharge-US-LNG-as-Exports-Hit-New-Highs.html)

Actually funny that Trump is a macro positive for NFE as well :D [https://oilprice.com/Energy/Natural-Gas/Trump-Moves-to-Supercharge-US-LNG-as-Exports-Hit-New-Highs.html](https://oilprice.com/Energy/Natural-Gas/Trump-Moves-to-Supercharge-US-LNG-as-Exports-Hit-New-Highs.html)

Yeah the EU officially agreeing to kill all Russian gas imports by 2027 (pipeline + LNG) is legitimately huge for the entire LNG space with winter drawdowns just starting, global prices are ripping, and the same ‘oh shit we actually need molecules’ FOMO s already getting back in. NFE is …

$NFE is a ticking squeez bomb New Fortress Energy is a ticking squeezy x10 bomb. Nat gas is pumping right now. The EU has decided to completely shut off the gas tap to Russia. Von der Leyen posted it on X, as did the official EU account they want to …

Another catalyst Puerto Rico resuming shipments of LNG as well, I think it's one of the biggest reasons why the earnings report was pretty low was because the shipments were stopped in July and October. If we can get confirmation that they resumed it would mean nfe getting paid again. …

NFE update: Revenue of $1,778.59 million, growing at a rate of 18.2% over 3 years. EPS of -4.93. Net margin of -71.82%. EBITDA margin is -18.1%. Debt-to-equity ratio of 9.35, highlighting. Crrent ratio of 0.17 and quick ratio of 0.15 (yikes). "the Altman Z-Score of -0.75 places the company in …

Forget the commodities, buy the exchange (Abaxx). Highly likely own the LNG benchmark in a few years.

This is an idea generation post, right? Some that may be worth looking at: J - I think the whacking is overdone. Yes FCF guide was a bit weak, the PA deal is uncertain, the stock was on its highs and didn't blow away numbers or guide way up, so …

OP thesis argues for nat gas, not so much for oil. In my opinion. I like NG names. There is some scarcity of pureplay NG names. I am cautious on LNG names given projections of a surplus of liquefaction capacity in a couple years. I am not negative on oil, …

Venture Global (VG) and AI Venture Global is structurally set up to capture rising global demand for natural-gas-fired electricity because it has rapidly scaled U.S. LNG export capacity and continues to develop large, low-cost projects. The company reports more than 100 MTPA of capacity across projects in production, construction, or …

Nov 21 (Reuters) - New Fortress Energy (NFE.O), opens new tab posted third-quarter loss on Friday, hurt by soaring interest costs as the U.S. LNG firm struggled with heavy debt, negative cash flow and project delays. https://www.reuters.com/business/energy/new-fortress-posts-quarterly-loss-high-interest-costs-deepen-debt-woes-2025-11-21/

Seeing a bunch of Spammy $NFE Posts, so I thought I’d give an in depth DD. Transparency: I have 5k shares and different tiered calls. Not financial advice! I have never been a fan of spammy posts with rocket ships. I favor and encourage research that helps bring to light …

I feel like this is great news. I know people are shitting on the "tentative" part of the approval but this is from the FOMB press release. This sounds like its pretty much a done deal right? If they are only waiting on the government of PR to finalize laws …

My take is a bit different but NFE provides the majority of LNG for Puerto Rico for power to run, finding a new company to take its place is going to be the biggest pain in the ass ever, with getting a new contract and what not, which could take …

NFE - Positive News with Conditional Approval and Key Requirements 🚀🚀💎💎 https://www.mzls.com/insights/oversight-board-conditionally-approves-lng-contract-with-nfe-calls-for-further-review-of-terminal-access-framework Overview The Financial Oversight and Management Board for Puerto Rico (FOMB) announced on November 28, 2025 its conditional approval of the proposed liquified natural gas (LNG) agreement between the Puerto Rico Electric Power Authority (PREPA), the Public-Private Partnerships …

$NFE's Puerto Rico Contracts Approved by FOMB For those interested, here are the official links to the contract approval. Check it out: [https://oversightboard.pr.gov/contract-review/](https://oversightboard.pr.gov/contract-review/) [https://docs.oversightboard.pr.gov/n/id6ek3qs8yrm/b/CR\_PUBLIC/o/6868\_PREPAandNFEnergia,LLC(MultisiteLNGSalesAgreement)(November2025).pdf?\_gl=1\*ca0jyt\*\_ga\*ODA0NjkzOTc2LjE3NTk0MTcyMDY.\*\_ga\_LVK7G3FFVG\*czE3NjQ0Mzc1NDAkbzQkZzEkdDE3NjQ0Mzk0MjkkajU5JGwwJGgw](https://docs.oversightboard.pr.gov/n/id6ek3qs8yrm/b/CR_PUBLIC/o/6868_PREPAandNFEnergia,LLC(MultisiteLNGSalesAgreement)(November2025).pdf?_gl=1*ca0jyt*_ga*ODA0NjkzOTc2LjE3NTk0MTcyMDY.*_ga_LVK7G3FFVG*czE3NjQ0Mzc1NDAkbzQkZzEkdDE3NjQ0Mzk0MjkkajU5JGwwJGgw) \^Announced last night. Be on the lookout Monday. Edit: For context, this is what we've been waiting for. Originally there was a 20 year deal on …

$NFE Puerto Rico Contracts Approved by FOMB For those interested, here are the official links to the contract approval. Check it out: [https://oversightboard.pr.gov/contract-review/](https://oversightboard.pr.gov/contract-review/) [https://docs.oversightboard.pr.gov/n/id6ek3qs8yrm/b/CR\_PUBLIC/o/6868\_PREPAandNFEnergia,LLC(MultisiteLNGSalesAgreement)(November2025).pdf?\_gl=1\*ca0jyt\*\_ga\*ODA0NjkzOTc2LjE3NTk0MTcyMDY.\*\_ga\_LVK7G3FFVG\*czE3NjQ0Mzc1NDAkbzQkZzEkdDE3NjQ0Mzk0MjkkajU5JGwwJGgw](https://docs.oversightboard.pr.gov/n/id6ek3qs8yrm/b/CR_PUBLIC/o/6868_PREPAandNFEnergia,LLC(MultisiteLNGSalesAgreement)(November2025).pdf?_gl=1*ca0jyt*_ga*ODA0NjkzOTc2LjE3NTk0MTcyMDY.*_ga_LVK7G3FFVG*czE3NjQ0Mzc1NDAkbzQkZzEkdDE3NjQ0Mzk0MjkkajU5JGwwJGgw) \^Announced last night. Be on the lookout for Monday. Edit: For context, this is what we've been waiting for. Originally there was a 20 year deal …

Squeeze Incoming: New Fortress Gets Tentative OK for $3 Billion Puerto Rico Deal [https://www.bloomberg.com/news/articles/2025-11-29/new-fortress-gets-tentative-ok-for-3-billion-puerto-rico-deal](https://www.bloomberg.com/news/articles/2025-11-29/new-fortress-gets-tentative-ok-for-3-billion-puerto-rico-deal) Heavy Movement incoming New Fortress Energy just landed a breakthrough victory as Puerto Rico’s fiscal board gave a tentative green light to a massive $3 billion LNG supply agreement — a stunning turnaround that instantly repositions …

I think it looks promising for the short term. Long term we will see. LNG ist needed massively everywhere. They have to get back control of their balance sheet. That said I am 35k USD long at 1.40

NFE is about to shock the market 😱 First of all this is not the common penny stock over here on reddit. I have been following this company since ever and loaded $500k just weeks ago. People called me crazy on my previous post! A company with crazy valuable assets …

According to recent news, New Fortress Energy (NFE) received tentative approval for a $3.2 billion deal to supply liquefied natural gas (LNG) to Puerto Rico. The deal is subject to conditions, including revising the tolling term sheet and developing "competitive open port access" to facilities. This news comes amid ongoing …

This sub is too retarded to understand LNG infra

The thing is...I told everyone that Puerto Rico has to maintain their grid stability. This is insanely important. And they only have NFE to operate with LNG. I was looking yesterday like 18 times (like the days before) on the FOMB contract review...and this came when I was sleeping (Germany …

NFE 🔥🔥🚀🚀 New Fortress Gets Tentative OK for $3 Billion Puerto Rico Deal - Sourced from Bloomberg https://www.bloomberg.com/news/articles/2025-11-29/new-fortress-gets-tentative-ok-for-3-billion-puerto-rico-deal?utm_source=website&utm_medium=share&utm_campaign=copy Regulators in Puerto Rico tentatively approved a contentious deal with billionaire Wes Edens’ New Fortress Energy Inc. to supply liquefied natural gas to the US territory. The Financial Oversight and Management Board …

CEG was my energy pick this year. It ran up a lot so it's not cheap right now. It's on my watch list to jump back in if it keeps dropping. It should be a multi-year winner though. Also LNG is also on my radar for a relatively safe return …

Maybe not with data centers but VG will be multibagger mid-term with LNG Exports overall.

Probability of Bankruptcy: - NFE's probability of bankruptcy is estimated at 50.70% over the next 24 months, driven by its weak financial position and high debt burden 1. Credit Ratings: - Fitch downgraded NFE's credit rating to "CCC" earlier in 2025, and subsequently to "RD" (Restricted Default) due to missed …

Probability of Bankruptcy: - NFE's probability of bankruptcy is estimated at 50.70% over the next 24 months, driven by its weak financial position and high debt burden 1. Credit Ratings: - Fitch downgraded NFE's credit rating to "CCC" earlier in 2025, and subsequently to "RD" (Restricted Default) due to missed …

Puerto Rico contract WILL be approved…. Here’s why: It is important to consider that the contract is still pending approval by the FOMB. However, it is also worth noting that President Trump has fired 5 of the 7 members of the Puerto Rico Financial Oversight and Management Board (FOMB). These …

NFE - is it a bull or bear trap? So NFE, this is one I avoided for a long time, I didn't like the set up it was too "pumpy" for my taste and I had low hopes of a short squeeze due to the larger float. I've recently changed …

$NFE - is it a bull or bear trap? So NFE, this is one I avoided for a long time, I didn't like the set up it was too "pumpy" for my taste and I had low hopes of a short squeeze due to the larger float. I've recently changed …

NFE, is it a bull or bear trap (not pumping) So NFE, this is one I avoided for a long time, I didn't like the set up it was too "pumpy" for my taste and I had low hopes of a short squeeze due to the larger float. I've recently …

Safest play on data centers has long been US natural gas companies. If data centers increase demand, their profits go up. If data centers prove boondoggles, LNG terminals take their excess, and their profits go up. There aren't many companies: EQT, EXE, CTRA, AR, RRC, CRK, CNX, GPOR, BKV. They're …

I expect FOMB approval early december for the 4B$ deal with Puerto Rico. Puerto Rico really wants to have an agreement for a stable power contract and that is what the deal will give them if NFE turns around or goes into bankruptcy as they will get the San Juan …

I expect FOMB approval early december for the 4B$ deal with Puerto Rico. Puerto Rico really wants to have an agreement for a stable power contract and that is what the deal will give them if NFE turns around or goes into bankruptcy as they will get the San Juan …

Venture Global. Ungodly cheap and will be the US top LNG producer by 2030.

New Fortress Energy has revised its adjusted EBITDA guidance downward from $2.4 billion to $2.0 billion, indicating a significant decrease in expected profitability. The absence of third-party LNG sales exacerbated the situation, as revenues declined due to lower sales volumes, with only 20.1 TBtu sold compared to prior expectations. Furthermore, …

Anyone have thoughts on LNG?

$NFE isn’t another GME, it’s more dangerous for shorts. Call me crazy but i have invested over $500k on New Fortress Energy, and right now i am in loss over 100k but still holding. GME squeezed off hype. NFE can squeeze off fundamentals. Why it’s stronger than GME: - Real …

**$ABXXF is the most asymmetric infrastructure play in the market today. Period.** While everyone chases overvalued AI software, Abaxx has quietly built the **CME for the Energy Transition** in Singapore. Here is the thesis they don't want you to know yet: 1. **The "Holy Grail" of Energy:** They just solved …

> LITTLETON, Colorado, Nov 21 (Reuters) - A potent mix of American ingenuity and full-throated political backing has propelled the U.S. to the top of global LNG exporter rankings, and promoted a narrative that shipments of "freedom gas" will continue climbing to all markets for years to come. FREEDOM GAS …

My view why shorting $NFE is unfavourable now As currently the vast majority of shorters have entered from 31 October to now, based on expecting the Q3 financials to be bad (which, let’s be honest, they were). Price at 31st of October close: $1.29. Most of those were margin called …

My view on your points 1) They managed to succesfully negociate some extensions - not sure how or with what, but they gained some type of trust from the bondholders and debtcollectors. 2) The 15 year deal is sized down to 7 years - which is likely to be approved …

NFE reasons to spike up # 1. Recent Positive Catalysts * **Credit Facility Amendment & Forbearance Agreement** NFE recently secured an amendment to its credit facility and a forbearance agreement with lenders, extending interest payment deadlines and easing covenant requirements. This buys time for restructuring and reduces immediate bankruptcy risk, …

They approve it every week to keep NFE's subsidary delivering the LNG. They always extend it by 1 week. this has nothing to do directly with the $4bn PR deal unfortunately.

I posted a long DD in the lounge about NFE yesterday morning. First -NFE Thursday and Friday was not a dump and pump. NFEs rise Thursday was not the "pump" part of pump and dump. NFE rose Thursday because people were placing bets on the earning/update that some expected to …

Kosmos Energy - Inflection or Insolvency Kosmos Energy is a deepwater oil and gas exploration and production company headquartered in Dallas, Texas, with a focus on assets along the Atlantic Margins. The company was founded in 2003 by a team including Brian Maxted, Greg Dunlevy, and Paul Dailly, backed initially …

NFE be on the look out # Why It Could Spike * **Debt Restructuring Success**: If NFE finalizes its forbearance agreement and avoids bankruptcy, investor confidence could surge. * **LNG Project Progress**: Large contracts (like the $4B Puerto Rico LNG deal) can trigger strong buying interest. * **Oversold Technicals**: RSI …

Cheniere Energy( LNG)

A quarter BILLION loss in Q4 2024, they carry significant long-term debt. They sold their Jamaica LNG facilities for a billion to get liquidity, credit profile is not investment-grade, however this Fast LNG asset they have seems really good. That was a quick Google search, its a good price per …

stock is down 98% from its ATH and what they do is: We want to light the world. Billions of people around the planet lack access to affordable power. Electricity should not be a luxury good. As a liquefied natural gas (LNG) company, our mission is to provide capital, expertise …

🍍🍊 FRIDAY GAMEPLAY: SGBX RAISINS IN THE TRASH, NFE STANS TO THE 🌝 – JUICE ABSOLUTELY FERMENTED 🍊🍍 🍍🍊 FRIDAY GAMEPLAY: SGBX RAISINS IN THE TRASH, NFE STANS TO THE 🌝 – JUICE ABSOLUTELY FERMENTED 🍊🍍 Apes, the SGBX train is officially a dried-up fruit corpse. We’re not mourning it …

🍍🍊 FRIDAY GAMEPLAY: SGBX RAISINS IN THE TRASH, NFE STANS TO THE 🌝 – JUICE ABSOLUTELY FERMENTED 🍊🍍 Apes, the SGBX train is officially a dried-up fruit corpse. We’re not mourning it — we’re **using the husk as compost** for the real tropical gods to grow. Three golden, ice-cold pineapples …

🍍🍊 FRIDAY GAMEPLAY: SGBX RAISINS IN THE TRASH, NFE STANS TO THE 🌝 – JUICE ABSOLUTELY FERMENTED 🍊🍍 🍍🍊 FRIDAY GAMEPLAY: SGBX RAISINS IN THE TRASH, NFE STANS TO THE MOON – JUICE ABSOLUTELY FERMENTED 🍊🍍 Apes, the SGBX train is officially a dried-up fruit corpse. We’re not mourning it …

🍍🍊 FRIDAY GAMEPLAY: SGBX RAISINS IN THE TRASH, NFE STANS TO THE 🌝 – JUICE ABSOLUTELY FERMENTED 🍊🍍 Apes, the SGBX train is officially a dried-up fruit corpse. We’re not mourning it — we’re **using the husk as compost** for the real tropical gods to grow. Three golden, ice-cold pineapples …

Detailed DD on why NFE will turnaround **TLDR:** * NFE has two clear upside paths: a near term short squeeze setup and a long term fundamental turnaround. * Short interest is extremely high (\~48–55%), borrow fees are expensive, and institutional plus insider ownership lock up most of the float. * …

NFE Short Squezze Setup New Fortress Energy (NFE) is a LNG company with a market cap around $500 million that is extremely undervalued at this moment trading at around 1.40$ at the time of writing. It went down in earnings because It had some debt problems and market reacted bad …

Short squezze NFE setup New Fortress Energy (NFE) is a LNG company with a market cap around $500 million that is extremely undervalued at this moment trading at around 1.40$ at the time of writing. It went down in earnings because It had some debt problems and market reacted bad …

Been long holding NFE, VG, NEXT and LNG

Let’s get it! My own target is $4.00 aswell. Depending on the restructure of the debt and possibly the PT LNG deal.

$NFE - Very Encouraging Updates Today A couple of good things happened today regarding NFE: **Forbearance Agreement signed** This is positive news as it signals that bondholders of NFE believe the company is capable of resuming payments soon. Under the agreement the interest payment originally due November 17, 2025 has …

Seems like a buying opportunity to pick up Visa at $320 in a bull market. Aside from that, I’m adding to my $LNG at current levels, and always buying $BRK.B

FOMB released FY2025 Annual Report - TLDR for NFE # 1. ⚡ Fuel Supply of Liquified Natural Gas (Genera PR & NF Energía) * **Scale:** Largest contract ever submitted ($20B, 15 years). * **Concerns:** * Inconsistencies in RFP process * Lack of transparency * Noncompliance with PREPA Fiscal Plan * …

**Update about one of their projects:** >In Nicaragua, New Fortress Energy ([NFE](https://www.bnamericas.com/en/company-profile/new-fortress-energy-corporation)) reported that construction of the [Puerto Sandino](https://www.bnamericas.com/en/project-profile/puerto-sandino-natural-gas-plant) LNG terminal and 300MW power plant is “substantially complete.” >“However, we will determine timing of final commissioning and commencement under our PPA based on the most optimal use of our LNG …

Update about one of their projects: >In Nicaragua, New Fortress Energy ([NFE](https://www.bnamericas.com/en/company-profile/new-fortress-energy-corporation)) reported that construction of the [Puerto Sandino](https://www.bnamericas.com/en/project-profile/puerto-sandino-natural-gas-plant) LNG terminal and 300MW power plant is “substantially complete.” >“However, we will determine timing of final commissioning and commencement under our PPA based on the most optimal use of our LNG …

NFE is: • highly leveraged • asset heavy (LNG terminals, ships, infrastructure) • carries massive debt • burns capital • just went through strategic downsizing Assets don’t matter when the ROA is negative and the debt taps are on fire. This is the same trap bag holders fall into over …

Why is NFE not their? It has 5 something days to cover, 47% of the float shorted, and seems to have 30-40% of shares locked up with insiders/institutions, it's at an all time low and in the last trading session the fee rate went from 20% something to ~57% they …

$NFE - looks even better than before, here is why **TLDR:** * NFE has two clear upside paths: a near term short squeeze setup and a long term fundamental turnaround. * Short interest is extremely high (\~48–55%), borrow fees are expensive, and institutional plus insider ownership lock up most of …

Because they are underwater in debt and failing? ChatGPTs opening thoughts on this stock: New Fortress Energy (NFE) is currently an ultra-levered, distressed LNG play with big upside **if** it survives its debt issues, and very real risk of a wipeout for common shareholders.

NFE - looks even better than before, here is why **TLDR:** * NFE has two clear upside paths: a near term short squeeze setup and a long term fundamental turnaround. * Short interest is extremely high (\~48–55%), borrow fees are expensive, and institutional plus insider ownership lock up most of …

$NFE - looks even better than before, here is why **TLDR:** * NFE has two clear upside paths: a near term short squeeze setup and a long term fundamental turnaround. * Short interest is extremely high (\~48–55%), borrow fees are expensive, and institutional plus insider ownership lock up most of …

$NFE - FOMB extends emergency LNG contract again - 14th November

AI spikes the usage of energy, which LNG petro companies provide.

[NFE](https://www.reddit.com/r/10xPennyStocks/s/2ngoQ2LUWW) - 47% float shorted, 30-40% of shares locked up in institutions/insiders l, and they are setting up billion dollar LNG deals, it's at all time lows, it's got high squeeze potential, and would also be a good long term investment