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@Ethan_0502 Avatar @Ethan_0502 Gulf2Med

Gulf2Med posts on X about $vg, gas, japan, tokyo the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% countries XXXX% travel destinations XXXX% stocks XXXX%

Social topic influence $vg #12, gas 11.54%, japan 7.69%, tokyo 3.85%, $9531t 3.85%, year of 3.85%, $lng 3.85%, dividend 3.85%, business 3.85%, december 15 XXXX%

Top accounts mentioned or mentioned by @essencefbitcoin @dustinsdollars @tylermacro10 @cameron65827951 @michael42414180 @p10resource @quantradamus @lnginvestor @vgdeepdive @realmattmoney @clint44188955 @jedivol @rodoro16 @rrraaaeee7 @krispatel99 @rklb4ever

Top assets mentioned Vonage Holdings Corporation (VG) Cheniere Energy, Inc. (LNG)

Top Social Posts

Top posts by engagements in the last XX hours

"Venture Global (VG) signed a 20-year LNG supply agreement (SPA) with Tokyo Gas. Under the deal $VG will supply X million metric tonnes per year of liquefied natural gas (LNG) to Tokyo Gas starting in 2030. This is $VG s fourth long-term contract with a Japanese company. In the past six months VG has finalized SPAs amounting to XXXX million tonnes per annum"
X Link 2025-11-26T00:22Z XXX followers, 2328 engagements

"A key point people often miss when comparing Venture Global ( $VG) with Cheniere ( $LNG) is that the two companies never formed their capex under comparable conditions. VGs Calcasieu Pass generated more than twice its capex through spot sales even before COD whereas Cheniere does not operate or sell LNG prior to COD making any one-to-one comparison inherently invalid. Even in absolute terms VG builds far more cheaply. Sabine Pass Stage X which began EPC in 2012 had a capex/mtpa of XXXX while Calcasieu Pass came in at XXXX in 2019. But 2019 was a completely different environment COVID and"
X Link 2025-12-02T14:46Z XXX followers, 4515 engagements

"Venture Global $VG announced a cash dividend of $XXXXX per share for both Class A and Class B common stock. The dividend is payable on December XX 2025 to shareholders of record as of the close of business on December XX 2025"
X Link 2025-12-01T22:54Z XXX followers, 2470 engagements

"Ive been tracking the vessels calling at Plaquemines of $VG and Ive consistently observed three tankers at berth. This started to appear after the recent pre-COD operations for Phase X began"
X Link 2025-12-02T12:35Z XXX followers, 4188 engagements

"Venture Global $VG Week ending Dec3 US total departing: XX Plaquemine: X (record high) Calcasieu Pass: X HH price: $XXXX TTF price: $XXXX TTF/HH: 1.98"
X Link 2025-12-04T23:38Z XXX followers, 5090 engagements

"$VG said in their Q3-2025 earnings call that as we head into winter TTF is basically flat while Henry Hub forwards keep moving higher which means the winter spread is getting compressed. VG used to be extremely sensitive to this spread. Just last quarter a $1/MMBtu move in the spread would swing EBITDA by about $230240 million. But this quarter that sensitivity basically collapsed. The reason is simple: VG has already pre-sold the vast majority of their Q4 cargoes under fixed liquefaction-fee contracts instead of exposing them to the spot market. Plaquemines alone has XX% of its Q4 cargoes"
X Link 2025-12-07T12:02Z XXX followers, 3943 engagements

"@tylermacro10 They already have 35+ mtpa under 20-year long-term contracts. People keep saying VG will go bankrupt as if the company is fully exposed to spot Henry Hub volatility. Those SPAs literally exist to prevent that scenario"
X Link 2025-12-09T10:40Z XXX followers, XXX engagements

"@tylermacro10 Theres no disclosed figure for 2030 interest expense. The only hard number today is the X% 2030 notes ($1.5B) which means a minimum of about $105M per year. Anything beyond that is just assumptions"
X Link 2025-12-09T12:30Z XXX followers, XX engagements

"@Cameron65827951 It takes 2-3yr to build a new tanker"
X Link 2025-12-10T03:26Z XXX followers, XX engagements

"Venture Global $VG Week ending Dec10 US total departing: 40(record high) Plaquemines: X Calcasieu Pass: X HH price: $XXXX TTF price: $XXXX TTF-HH: $XXXX I think the TTFHH spread has bottomed out. Today HH fell to XXXX while TTF held steady and the spread widened again recovering back to the $X level"
X Link 2025-12-11T22:01Z XXX followers, 2072 engagements

"Atlantic-See is considering expanding its existing long-term LNG supply agreement with Venture Global ( $VG) as it seeks additional U.S. volumes to support re-export operations"
X Link 2025-12-08T12:10Z XXX followers, 1613 engagements

"Venture Iberia $VG s 7th own vessel is now ready to be delivered. Now at Kitakyushu Japan for final gas trial"
X Link 2025-12-08T14:02Z XXX followers, 2447 engagements

"A new one just departed Japan for Singapore and I think it will be delivered to VG by the end of this year. Atlantic LNG freight rates have climbed into the $130k$145k/day range marking some of the highest levels since early 2024. Hopefully well see strong numbers in the Q1 2026 earnings call"
X Link 2025-12-11T22:09Z XXX followers, XX engagements