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 …