@VGDeepDive Venture Global Deep Dive
Venture Global Deep Dive posts on X about $vg, gas, shell, $next the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
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- [--] Month [-------] +76%
- [--] Months [-------] +3,075%
Mentions: [--] #
- [--] Week [--] +7.30%
- [--] Month [---] +60%
- [--] Months [---] +736%
Followers: [-----] #
- [--] Week [-----] +0.38%
- [--] Month [-----] +13%
- [--] Months [-----] +849%
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Social Influence
Social category influence stocks 86.84% countries 14.91% finance 13.16% travel destinations 1.75% cryptocurrencies 1.75% financial services 0.88% celebrities 0.88% technology brands 0.88%
Social topic influence $vg #7, gas 14.04%, shell 9.65%, $next #5, in the 6.14%, ceo 2.63%, $glng 2.63%, guess 2.63%, if you 2.63%, qatar 2.63%
Top accounts mentioned or mentioned by @irajoseph @columbiauenergy @dustinsdollars @lnginvestor @sagorexplorerr @davidedickjr @ventureglobal @sstapczynski @cheniere @susansakmar @ryangoo26555724 @ethan0502 @realmemes6 @jamalkhan519997 @thestalwart @lng2026qatar @clubdelvalue @alc2022 @travisk @robtolliver1
Top assets mentioned Venture Global, Inc (VG) NextDecade Corporation Common Stock (NEXT) Golar LNG Ltd (GLNG) Cheniere Energy, Inc. (LNG) Convex Finance (CVX) Exxon Mobil (XOM) Flex Ltd. Ordinary Shares (FLEX) GE Vernova Inc. (GEV)
Top Social Posts
Top posts by engagements in the last [--] hours
"Hard to keep up with the rapid expansion of Venture Globals Plaquemines facility. Good evidence of the implementation of the program outlined in Q2 earnings. $VG US #LNG exporter @Venture_Global LNG has received approval from the US FERC to commission the liquefaction train system block [--] with nitrogen at its Plaquemines plant in Louisiana. #lngprime https://t.co/clQaY96458 US #LNG exporter @Venture_Global LNG has received approval from the US FERC to commission the liquefaction train system block [--] with nitrogen at its Plaquemines plant in Louisiana. #lngprime https://t.co/clQaY96458"
X Link 2025-08-19T12:12Z [----] followers, [---] engagements
"Venture Global CEO Mike Sabel. How fast can you ramp up "We're the fastest builder. We have available capacity at large scale. Just CP2 will generate several hundred billion dollars in sales of gas. We have the lowest long-term contract price available in the US market." $VG"
X Link 2025-07-28T20:48Z [----] followers, 10.4K engagements
"Venture Global bagged another 20-year SPA announced along with earnings -- [--] mtpa going to Spain starting in [----]. $VG https://www.bloomberg.com/news/articles/2025-11-10/venture-global-signs-long-term-lng-deal-with-spain-s-naturgy https://www.bloomberg.com/news/articles/2025-11-10/venture-global-signs-long-term-lng-deal-with-spain-s-naturgy"
X Link 2025-11-10T12:43Z [----] followers, [---] engagements
"Analysts continuing to revise up price targets why Standard models are outdated - based on traditional LNG trains rather than fast-yielding modular technology. Expect more revisions. https://m.investing.com/news/analyst-ratings/venture-global-stock-price-target-raised-to-16-by-scotiabank-on-volumes-93CH-4135806ampMode=1 https://m.investing.com/news/analyst-ratings/venture-global-stock-price-target-raised-to-16-by-scotiabank-on-volumes-93CH-4135806ampMode=1"
X Link 2025-07-15T15:50Z [----] followers, [---] engagements
"Looks like Venture Global has prevailed in its arbitration with Shell over commissioning cargos. $VG https://investors.ventureglobal.com/news/news-details/2025/Venture-Global-Statement-on-Shell-Arbitration-Decision/default.aspx https://investors.ventureglobal.com/news/news-details/2025/Venture-Global-Statement-on-Shell-Arbitration-Decision/default.aspx"
X Link 2025-08-12T20:54Z [----] followers, [---] engagements
"Deals deals deals. $VG https://www.tradingview.com/news/reuters.com2025:newsml_L1N3UH02H:0-tokyo-gas-in-talks-to-buy-1-mtpa-of-lng-from-venture-global-sources-say https://www.tradingview.com/news/reuters.com2025:newsml_L1N3UH02H:0-tokyo-gas-in-talks-to-buy-1-mtpa-of-lng-from-venture-global-sources-say"
X Link 2025-08-25T13:51Z [----] followers, [---] engagements
"Removing Unipec/Sinopec from the equation is quite good news for Venture Global. This three-year contract had higher potential for damages. $VG Venture Global's arbitration settlement announced Oct [--] involved Chinese firm Unipec sources say https://t.co/Fj95Jd5mgZ Venture Global's arbitration settlement announced Oct [--] involved Chinese firm Unipec sources say https://t.co/Fj95Jd5mgZ"
X Link 2025-10-11T12:18Z [----] followers, [----] engagements
"Venture Global is moving fast at scale in this incredible regulatory environment. Another CP2 milestone Make hay while the sun is shining $VG 👏👏👏👏 🚨 🚨 https://t.co/0PHLP6xBRA 🚨 🚨 https://t.co/0PHLP6xBRA"
X Link 2025-10-22T10:18Z [----] followers, [----] engagements
"Things are looking up for $GLNG Golar. The $GLNG stock price has fallen by 13% since the Buenos Aires elections on September [--]. Now inexperienced investors are worried about the upcoming weekend elections during which Argentina will hold Senate and Lower House elections. I am very confident in the investment case The $GLNG stock price has fallen by 13% since the Buenos Aires elections on September [--]. Now inexperienced investors are worried about the upcoming weekend elections during which Argentina will hold Senate and Lower House elections. I am very confident in the investment case"
X Link 2025-10-26T23:48Z [----] followers, [----] engagements
"Todays $VG Venture Global announcement of a new supply and purchase agreement with Greece is strategically important for a few reasons"
X Link 2025-11-07T11:17Z [----] followers, [----] engagements
"@SStapczynski Controversial take: $VG is unreasonably correlated with moves in the HH-TTF spread. Yes it matters for the next quarter of earnings. But not as much as the volatility suggests And also $NEXT isnt even producing gas yet so calm down"
X Link 2026-01-16T17:34Z [----] followers, [----] engagements
"My guess at the next three catalysts for Venture Global $VG: 1) Shell arbitration appeal outcome. 2) Q4 earnings (cargo and price data already released) 3) BP arbitration damages outcome"
X Link 2026-01-22T14:54Z [----] followers, [----] engagements
"Happy 365th day of public trading to Venture Global $VG"
X Link 2026-01-23T19:55Z [----] followers, [----] engagements
"Due to recent market developments the $VG Venture Global Deep Dive team has moved into upgraded accommodations. Everything is totally fine here at Venture Global Deep Dive HQ. $VG https://t.co/c3lsi4XeHF Everything is totally fine here at Venture Global Deep Dive HQ. $VG https://t.co/c3lsi4XeHF"
X Link 2026-01-23T21:52Z [----] followers, [----] engagements
"Just updating my favorite lagging indicator of the $VG stock price -- analyst price targets for Venture Global. A little Saturday GPT project: Analyst price targets vs actual price for Venture Global. $VG Not an easy job -- but gets easier if you revise ex post. 😄 https://t.co/4Mkxhhfyzp A little Saturday GPT project: Analyst price targets vs actual price for Venture Global. $VG Not an easy job -- but gets easier if you revise ex post. 😄 https://t.co/4Mkxhhfyzp"
X Link 2026-01-24T14:32Z [----] followers, [----] engagements
"A new price target from JP Morgan. Downgrading $VG to neutral while raising the target from $10 to $11 after discovering that VG has exposure to spot prices. Updating my little score card accordingly to track analysts as they chase the stock price movements"
X Link 2026-01-27T12:50Z [----] followers, [----] engagements
"Woooowww $VG Record construction speed continues at CP2 Phase [--] leveraging an industry-leading modular design with off-site train assembly. Venture Global is proud to announce the arrival of our first LNG train at CP2 LNG just [--] months after the FID of Phase One. https://t.co/QjVfosQt23 Venture Global is proud to announce the arrival of our first LNG train at CP2 LNG just [--] months after the FID of Phase One. https://t.co/QjVfosQt23"
X Link 2026-01-27T15:24Z [----] followers, [----] engagements
"Shell v Venture Global $VG Justice Joel Cohen who is presiding over the case considered communication between Venture Global and the independent engineer about the Calcasieu Pass plant may exist but expressed skepticism over whether such a document could be used to overturn an arbitration award built on a large amount of other documents. "Why would it be reasonable to think that that kind of communication between a consultant and the respondent would wipe away all of these independent and alternative grounds for them coming at the way they did" the judge said during the hearing according to"
X Link 2026-01-27T22:52Z [----] followers, [----] engagements
"Perhaps one day India will buy more LNG. Even under the E.U. trade deal India will be subject to the Carbon Border Adjustment Tax or CBAM giving some incentive to raise the mid of gas in its generation. https://www.bloomberg.com/news/articles/2026-01-28/lng-still-too-pricey-for-indian-demand-boost-top-importer-says https://www.bloomberg.com/news/articles/2026-01-28/lng-still-too-pricey-for-indian-demand-boost-top-importer-says"
X Link 2026-01-28T11:30Z [----] followers, [----] engagements
"$GLNG fits the bill Not at scale but will benefit from this. https://x.com/sstapczynski/status/2016493767742915069s=46 The EU is "actively looking" for alternative LNG supplies that aren't from the US ⚠ 🚨 US Greenland threat is a wake up call for EU on energy said Energy Commissioner Dan Jorgensen 👇👇 CONTEXT: The US became the top LNG supplier to Europe in the last few years 👇👇 https://t.co/aApbBZOLGg https://x.com/sstapczynski/status/2016493767742915069s=46 The EU is "actively looking" for alternative LNG supplies that aren't from the US ⚠ 🚨 US Greenland threat is a wake up call for EU"
X Link 2026-01-28T15:19Z [----] followers, [----] engagements
"Deplete EU LNG storage Now sail an armada to the Persian Gulf. $VG The difference in the [----] & [----] outlook could not be greater. [----] will feature a mad dash to replenish European storage while gauging when new #LNG supply switches on. [----] will feature storage capacity limits & new LNG supply potentially outpacing demand. @ColumbiaUEnergy The difference in the [----] & [----] outlook could not be greater. [----] will feature a mad dash to replenish European storage while gauging when new #LNG supply switches on. [----] will feature storage capacity limits & new LNG supply potentially outpacing"
X Link 2026-01-28T20:39Z [----] followers, [----] engagements
"Another step forward for the behemoth at stage [--] of its latest Death Star. Impressive $LNG US #LNG exporter @Cheniere has received approval from the US FERC to introduce fuel gas to the fifth train of the Corpus Christi Stage [--] expansion project in Texas as part of the commissioning phase. #lngprime https://t.co/OCYkZLX9oU US #LNG exporter @Cheniere has received approval from the US FERC to introduce fuel gas to the fifth train of the Corpus Christi Stage [--] expansion project in Texas as part of the commissioning phase. #lngprime https://t.co/OCYkZLX9oU"
X Link 2026-01-30T12:44Z [----] followers, [----] engagements
"Well as production was disrupted prices and deferrals followed. US LNG exports disrupted as producers capitalize on domestic price spike US LNG exports reduced as tolling offtakers cancel cargoes As many as [--] cargoes could have been cancelled: LNG analyst Asian buyers muted despite tighter regional supply 🔗https://t.co/DRLKK7upBo https://t.co/TXQaQMkwpV US LNG exports disrupted as producers capitalize on domestic price spike US LNG exports reduced as tolling offtakers cancel cargoes As many as [--] cargoes could have been cancelled: LNG analyst Asian buyers muted despite tighter regional"
X Link 2026-01-31T14:55Z [----] followers, [----] engagements
"Winter is over Henry Hub gas prices tumbling. https://www.bloomberg.com/news/articles/2026-02-02/us-natural-gas-prices-plummet-as-forecasts-show-warmer-weather https://www.bloomberg.com/news/articles/2026-02-02/us-natural-gas-prices-plummet-as-forecasts-show-warmer-weather"
X Link 2026-02-02T01:32Z [----] followers, [----] engagements
"HH-TTF spread +4.86% For those just tuning in 📉 Gold -6.7% 📉 Brent oil -5% 📉 European natural gas -13% 📉 US natural gas -17% 📉 Copper -5.6% https://t.co/68ovX8zNRI For those just tuning in 📉 Gold -6.7% 📉 Brent oil -5% 📉 European natural gas -13% 📉 US natural gas -17% 📉 Copper -5.6% https://t.co/68ovX8zNRI"
X Link 2026-02-02T12:59Z [----] followers, [----] engagements
"$VG Venture Global SEC filing on CP2 Phase [--]. design engineering procurement construction management testing studies and related services for the construction of Phase [--] of the Companys CP2 Project. Just a little baby project [--] mtpa 😉 https://www.sec.gov/Archives/edgar/data/2007855/000200785526000006/vg-20260202.htm https://www.sec.gov/Archives/edgar/data/2007855/000200785526000006/vg-20260202.htm"
X Link 2026-02-02T14:09Z [----] followers, [----] engagements
"If you want to read some world class lawyering. check out the transcript of Shell v VG on the petition to vacate the arbitration award. [------] documents $41 million in costs [--] months of arbitration. A highlight from the judge below. $VG #LNG $SHEL https://iapps.courts.state.ny.us/nyscef/ViewDocumentdocIndex=6HJbzqihQmYytNiJL4jxxg== https://iapps.courts.state.ny.us/nyscef/ViewDocumentdocIndex=6HJbzqihQmYytNiJL4jxxg=="
X Link 2026-02-03T12:24Z [----] followers, [----] engagements
"@SusanSakmar Too busy in the back room making deals. 😉"
X Link 2026-02-03T13:42Z [----] followers, [---] engagements
"Todays deal was a surprise because of the destination clause. I think the future is an increasing share of spot contracts. Producers with existing facilities or substantial upratings wont need the long-term contracts to underline financing. Buyers will find an increasing number of intermediaries to de-risk on better and more flexible terms. https://twitter.com/i/web/status/2018718643228397949 https://twitter.com/i/web/status/2018718643228397949"
X Link 2026-02-03T16:10Z [----] followers, [---] engagements
"@JamalKhan519997 Well in the share price falls 50% the dividend yield doubles"
X Link 2026-02-04T11:46Z [----] followers, [---] engagements
""We are not dealing with an administration we are dealing with companies operating in a certain system and I trust that system" Carsten Poppinga Uniper's chief commercial officer told Reuters in an interview on the sidelines of the LNG2026 conference in Doha Qatar. https://www.reuters.com/business/energy/germanys-uniper-downplays-increasing-reliance-us-lng-stresses-diversification-2026-02-04/ https://www.reuters.com/business/energy/germanys-uniper-downplays-increasing-reliance-us-lng-stresses-diversification-2026-02-04/"
X Link 2026-02-04T11:56Z [----] followers, [---] engagements
"@TheStalwart Budget looks good"
X Link 2026-02-04T12:35Z [----] followers, [----] engagements
"So that they could announce them all at LNG2026 in Doha. Questions for @LNG2026_Qatar Why did long-term sales dry up for Qatar despite a record volume signed last year Will Qatar defend a position in Europe beyond US GP sales Will you invest in more LNG abroad like UAE and Saudi Will US cancellations emerge @ColumbiaUEnergy Questions for @LNG2026_Qatar Why did long-term sales dry up for Qatar despite a record volume signed last year Will Qatar defend a position in Europe beyond US GP sales Will you invest in more LNG abroad like UAE and Saudi Will US cancellations emerge @ColumbiaUEnergy"
X Link 2026-02-04T12:43Z [----] followers, [----] engagements
"@RyanGoo26555724 Thanks for sharing. It seems that way but we have to respect the unpredictability of the courts"
X Link 2026-02-04T13:45Z [----] followers, [---] engagements
"Turbines turbines turbines China is eating our lunch on AI power. Period. You can dream about data centers in space and cities on Mars and I love the vision Elon executes no question. But here on Earth right now we have a brutal reality problem. The grid is tapped out demand for AI data centers is https://t.co/niJ0IQd2zn China is eating our lunch on AI power. Period. You can dream about data centers in space and cities on Mars and I love the vision Elon executes no question. But here on Earth right now we have a brutal reality problem. The grid is tapped out demand for AI data centers is"
X Link 2026-02-04T15:14Z [----] followers, [---] engagements
"@ClubdelValue Well deserved. Id say the case for Golar has substantially improved post-Greenland. It offers reliable diversification for the European market"
X Link 2026-02-09T14:12Z [----] followers, [--] engagements
"@alc2022 @travisk The longer you go on with this the worse its going to be. You get a lot more credibility from providing an honest reassessment of risks as and investor rather than a shill"
X Link 2026-02-09T14:23Z [----] followers, [---] engagements
"Catalyst updates: 1) Shell appeal - high probability of $VG win based on the court transcript. 2) Q4 earnings - March [--] 9am 3) BP damages - TBD wide variation of possible outcomes from time bound and limited (hundreds of millions) to inclusive ($1.5b). 4) CP2 Phase [--] FID. TBD. Any insights My guess at the next three catalysts for Venture Global $VG: 1) Shell arbitration appeal outcome. 2) Q4 earnings (cargo and price data already released) 3) BP arbitration damages outcome My guess at the next three catalysts for Venture Global $VG: 1) Shell arbitration appeal outcome. 2) Q4 earnings (cargo"
X Link 2026-02-09T19:10Z [----] followers, [----] engagements
"@ira_joseph @ColumbiaUEnergy As always @SStapczynski is asking the right questions https://www.bloomberg.com/news/newsletters/2026-02-10/qatar-s-lng-growth-puts-long-term-sales-plan-to-the-test https://www.bloomberg.com/news/newsletters/2026-02-10/qatar-s-lng-growth-puts-long-term-sales-plan-to-the-test"
X Link 2026-02-10T15:35Z [----] followers, [----] engagements
"@DustinsDollars TTF is also higher in 26"
X Link 2026-02-10T18:31Z [----] followers, [---] engagements
"A glut deferred is a glut denied Global LNG market is at risk of being tighter for longer 🚢 ⚠ Qatar is pushing back start of its massive expansion to end [----] Golden Pass plant in the US delayed to at least March Supply chain bottlenecks threaten to delay wrecked supply wave https://t.co/O88qYLOxhk Global LNG market is at risk of being tighter for longer 🚢 ⚠ Qatar is pushing back start of its massive expansion to end [----] Golden Pass plant in the US delayed to at least March Supply chain bottlenecks threaten to delay wrecked supply wave https://t.co/O88qYLOxhk"
X Link 2026-02-11T11:10Z [----] followers, [----] engagements
"@LNG_Investor_ 😂😂😂"
X Link 2026-02-11T11:15Z [----] followers, [---] engagements
"@sagorexplorerr (Next will be fine just kidding)"
X Link 2026-02-11T11:53Z [----] followers, [--] engagements
"@LNG_Investor_ 😂😂😂😂😂😂😂😂"
X Link 2026-02-11T20:39Z [----] followers, [---] engagements
"@LNG_Investor_ Agree that $next is trading at bargain prices but XRG is higher up the capital structure so this isnt directly comparable"
X Link 2026-01-26T15:34Z [----] followers, [---] engagements
"@DustinsDollars Are you an insider at this point Im going to watch for your SEC filing. :-)"
X Link 2026-01-27T15:43Z [----] followers, [---] engagements
"@sagorexplorerr The EU can stay irrational longer than $NEXT can stay solvent my friend"
X Link 2026-02-11T11:38Z [----] followers, [---] engagements
"@ira_joseph @ColumbiaUEnergy That quantity of gas would be if the entire nuclear program was reoperationalized"
X Link 2026-02-13T02:36Z [----] followers, [---] engagements
"The race for the US LNG buildout FERC approves final Venture Global Plaquemines LNG train. Crazy speed. $VG https://www.hartenergy.com/exclusives/ferc-approves-venture-globals-final-plaquemines-lng-train-213866 https://www.hartenergy.com/exclusives/ferc-approves-venture-globals-final-plaquemines-lng-train-213866"
X Link 2025-08-20T12:48Z [----] followers, [---] engagements
"To be clear this request to FERC for an extension of our in-service deadline at Plaquemines has no impact on our publicly announced expectations for the commercial operations date of Phase [--] and Phase [--] which remain the same " Venture Global told Reuters on Tuesday. Chevron pushes for say in Venture Global request for Plaquemines LNG startup extension "Chevron has a substantial interest that may be directly affected by the outcome of this proceeding" it wrote in the filing. $CVX $VG https://t.co/2EsvCxd0Vu Chevron pushes for say in Venture Global request for Plaquemines LNG startup extension"
X Link 2025-10-15T00:21Z [----] followers, [----] engagements
"Fitch affirms Venture Global rating outlook revised downward to negative. A very useful discussion of risks and mitigations included. $VG https://www.fitchratings.com/research/corporate-finance/fitch-revises-outlook-on-venture-global-to-negative-affirms-idr-at-b-15-10-2025 https://www.fitchratings.com/research/corporate-finance/fitch-revises-outlook-on-venture-global-to-negative-affirms-idr-at-b-15-10-2025"
X Link 2025-10-16T03:26Z [----] followers, [----] engagements
"Your live updates come from the Venture Global Deep Dive HQ. $VG"
X Link 2025-10-22T14:00Z [----] followers, [----] engagements
"A little Saturday GPT project: Analyst price targets vs actual price for Venture Global. $VG Not an easy job -- but gets easier if you revise ex post. 😄"
X Link 2025-10-25T16:59Z [----] followers, 13.9K engagements
"1) It illustrates how the US Energy Dominance agenda is rapidly unfolding with a diplomatic push tied to tangible commercial agreements. Exxon and Chevron will support exploration $VG (and maybe others) will supply LNG. https://www.reuters.com/business/energy/exxonmobil-joins-gas-exploration-project-off-greece-2025-11-06/ https://www.reuters.com/business/energy/exxonmobil-joins-gas-exploration-project-off-greece-2025-11-06/"
X Link 2025-11-07T11:17Z [----] followers, [---] engagements
"Onwards and Upwards $VG 🚨Venture Global and Mitsui & Co. of Japan announced the execution of a new long-term liquefied natural gas (LNG) Sales and Purchase Agreement (SPA). Under the SPA Mitsui will purchase [---] million tonnes per annum (MTPA) of LNG from Venture Global for [--] years starting in https://t.co/csDo1XEXkG 🚨Venture Global and Mitsui & Co. of Japan announced the execution of a new long-term liquefied natural gas (LNG) Sales and Purchase Agreement (SPA). Under the SPA Mitsui will purchase [---] million tonnes per annum (MTPA) of LNG from Venture Global for [--] years starting in"
X Link 2025-11-11T23:21Z [----] followers, [----] engagements
"Q4 earnings: March [--] 9am. SPAs Arbitration Lets see if any Easter eggs come along for the ride. $VG Venture Global Inc. Announces Timing of Fourth Quarter [----] Earnings Release and Conference Call - https://t.co/nJMXLeMi5K Venture Global Inc. Announces Timing of Fourth Quarter [----] Earnings Release and Conference Call - https://t.co/nJMXLeMi5K"
X Link 2026-02-03T21:19Z [----] followers, [----] engagements
"Hmm March [--]. $VG earnings at 9:00am. $Next at 10:00am. Make those analysts work @DustinsDollars https://x.com/dustinsdollars/status/2022297515962343864s=46 Q4 earnings: March [--] 9am. SPAs Arbitration Lets see if any Easter eggs come along for the ride. $VG https://x.com/dustinsdollars/status/2022297515962343864s=46 Q4 earnings: March [--] 9am. SPAs Arbitration Lets see if any Easter eggs come along for the ride. $VG"
X Link 2026-02-13T13:52Z [----] followers, [----] engagements
"Guess who. I mean if youre into this sort of chart voodoo. Class of [----] IPOs: [--] Stocks With Bullish Charts https://t.co/nwKal1WRSc Class of [----] IPOs: [--] Stocks With Bullish Charts https://t.co/nwKal1WRSc"
X Link 2026-01-24T03:01Z [----] followers, [----] engagements
"@ira_joseph @ColumbiaUEnergy All eyes on gas Outages in the past were driven by a failure to winterize wellheads. Let's see how they perform this time -- curtailments exist for a reason. And if we emerge from this without too much trauma it will be a thick winter coat and not a cloak of reliability"
X Link 2026-01-24T13:29Z [----] followers, [---] engagements
"@ira_joseph @ColumbiaUEnergy Its a middle-power flex to send a big check to Russia in the middle of a protracted war to try to destroy the market to replace that dependency Okay"
X Link 2026-01-24T13:53Z [----] followers, [---] engagements
"@ira_joseph @ColumbiaUEnergy They could also dump US debt. However without improvements in security capacity and stronger ex-US export demand for EU products these are mutually destructive options"
X Link 2026-01-24T14:09Z [----] followers, [--] engagements
"@DustinsDollars Bless that Gator Express"
X Link 2026-01-24T15:51Z [----] followers, [---] engagements
"@DustinsDollars"
X Link 2026-01-24T18:55Z [----] followers, [---] engagements
"@Ethan_0502 Awesome Great to see the fleet build out"
X Link 2026-01-25T02:50Z [----] followers, [---] engagements
"Credit to ERCOT for making its data available so we can watch things develop in real time in Texas. Datacenter backup power may save the day moving solidly from the liability to the asset column https://www.ercot.com/gridmktinfo/dashboards Texas grid holding steady as DOE order lets ERCOT tap backup generators. The federal government issued an emergency order Saturday that could help Texas avoid blackouts as a massive winter storm continues to move across the state. https://t.co/MSCUJQQfwA https://www.ercot.com/gridmktinfo/dashboards Texas grid holding steady as DOE order lets ERCOT tap"
X Link 2026-01-25T13:26Z [----] followers, [----] engagements
"@RobTolliver1 The math is mathing"
X Link 2026-01-25T14:59Z [----] followers, [---] engagements
"@ira_joseph @ColumbiaUEnergy When Bangladesh and Pakistan move up the per capita GDI ladder they're going to have a similar outcome. Rooftop solar for residential (hopefully feeding a grid some day) and LNG to meet industrial needs as domestic gas runs out"
X Link 2026-01-25T15:01Z [----] followers, [---] engagements
"Its going to be a tough week for LNG producers - high input prices and disruptions. US LNG feed gas nominations opened this week at a limited [-----] MMcf/d declining by [-----] MMcf/d since Friday as every operator actively scaled back inflows leading into the winter storm. That total drop also now includes reductions from Venture Global's assets as Calcasieu https://t.co/QU2uf299g0 US LNG feed gas nominations opened this week at a limited [-----] MMcf/d declining by [-----] MMcf/d since Friday as every operator actively scaled back inflows leading into the winter storm. That total drop also now"
X Link 2026-01-26T11:12Z [----] followers, [----] engagements
"@Peter__Wood @ira_joseph @RichardMeyerDC @ColumbiaUEnergy At this point the turbine queue is probably helping limit HH demand more than overseas - so far the data center story is concentrated in the US"
X Link 2026-01-26T11:24Z [----] followers, [--] engagements
"@davidedickjr @ira_joseph Why do you think Shell is looking for an exit 🤔"
X Link 2026-01-26T11:37Z [----] followers, [---] engagements
"@ira_joseph @ColumbiaUEnergy lol this is a structurally limited take because the whole point of LNG is that you are free from supplier lock-in"
X Link 2026-01-26T14:14Z [----] followers, [---] engagements
"This is a feature not a bug. A global LNG market price is emerging. Reuters - When the US freezes the global LNG market catches a cold - https://t.co/nD9Gsjp5Cn Reuters - When the US freezes the global LNG market catches a cold - https://t.co/nD9Gsjp5Cn"
X Link 2026-01-26T15:19Z [----] followers, [----] engagements
"@davidedickjr @ira_joseph All these are interesting and useful comments but I was actually pointing to Shells plan to sell its LNG Canada stake. It strikes me that there are operational and community issues that arent fully clear yet"
X Link 2026-01-26T23:59Z [----] followers, [--] engagements
"I have to give the Russians credit - impressive progress despite all the sanctions. Of course that progress is funded by Europe which is still buying Russian LNG with @TotalEnergies Russias first domestically-built ice-class tanker is closing in on the US-sanctioned Arctic LNG [--] plant expanding the facilitys fleet of vessels able to transport the fuel in winter https://t.co/rDkVdTysL5 Russias first domestically-built ice-class tanker is closing in on the US-sanctioned Arctic LNG [--] plant expanding the facilitys fleet of vessels able to transport the fuel in winter https://t.co/rDkVdTysL5"
X Link 2026-01-27T12:25Z [----] followers, [----] engagements
"@LNG_Investor_ lol I honestly think they have a DCF template drop some linear assumptions in and call it a day"
X Link 2026-01-27T12:54Z [----] followers, [---] engagements
"@DustinsDollars Well JPM is maybe marginally better than AI. Claude gave me a valuation between -$27 and $63. Definitely captured it in there somewhere"
X Link 2026-01-27T13:44Z [----] followers, [---] engagements
"@LNG_Investor_ Also E.U. this week: ratification of the trade deal with the US that includes $750b in energy purchases"
X Link 2026-01-27T15:41Z [----] followers, [---] engagements
"@ira_joseph This will be a great discussion One of the most interesting times"
X Link 2026-01-27T20:20Z [----] followers, [---] engagements
"@finance_intell Yes waiting for the outcome"
X Link 2026-01-27T22:59Z [----] followers, [---] engagements
"Or conversely some LNG competitors who are also VG customers have used disputes over commissioning cargos to try to drive out the disruptive innovator in their backyard. Anyhow others are adopting this technology with Technip as well. I think Exxon uses a larger modular version for Mozambique. https://twitter.com/i/web/status/2016466236045975905 https://twitter.com/i/web/status/2016466236045975905"
X Link 2026-01-28T10:59Z [----] followers, [--] engagements
"$GLNG is one to watch in the LNG space relatively small but a flexible model that can open a lot of new production markets. Looking forward to earnings on Feb [--]. ⛵I think $GLNG should benefit much more from the nearly 40% increase in gas (TTF) so far this year Not because of the $4/MMBtu increase and the Hilli bonus they have (whose impact is only $3.2 million per $/MMBtu and lasts only until July this year). Rather because https://t.co/VwV8JowdDa ⛵I think $GLNG should benefit much more from the nearly 40% increase in gas (TTF) so far this year Not because of the $4/MMBtu increase and the"
X Link 2026-01-28T15:15Z [----] followers, [----] engagements
"I wonder if the same reporter is advising the LNG team at Reuters. Some reporter at @Reuters did a hack job on the critical minerals industry yesterday with a fake news report. The now heaviliy edited (but no retraction yet.) fake story took a group of companies down 10%. Reporter is now being hounded by critical mineral cos. and a mob of https://t.co/CYOoR8Q1UV Some reporter at @Reuters did a hack job on the critical minerals industry yesterday with a fake news report. The now heaviliy edited (but no retraction yet.) fake story took a group of companies down 10%. Reporter is now being"
X Link 2026-01-30T12:46Z [----] followers, [----] engagements
"@Franklandia_ @rledbetterCPA How it starts how it ends 😂🫣"
X Link 2026-01-30T12:52Z [----] followers, [---] engagements
"I agree that the precedents cited by Shell were absolutely not comparable stuff with obvious sleazy insider nonsense. The arbitration had testimony directly from the independent engineer. Unfortunately my conclusion is that this is an enormous waste of time and money for VG even if the case is obvious. Shell weaponized the courts to kneecap a competitor. Court costs are relatively minor compared to the FUD it can create"
X Link 2026-02-04T14:21Z [----] followers, [--] engagements
"@RealMattMoney @davidedickjr @ira_joseph The financials may be great but this is not Louisiana This kind of flaring is going to kill expansion unless they sort it out"
X Link 2026-01-27T12:13Z [----] followers, [---] engagements
"The wonderful magic of $VG management is that theyve already half built CP2 by the time of FID reducing execution risks. CP2 update: https://t.co/x067ZD8zfB CP2 update: https://t.co/x067ZD8zfB"
X Link 2025-07-28T16:51Z [----] followers, [---] engagements
"More signs of rapid progress on Plaquemines. Looking forward to learn more in earnings tomorrow. $VG US #LNG exporter @Venture_Global LNG is seeking approval from the US FERC to introduce natural gas to the sixteenth liquefaction block at the Plaquemines LNG terminal in Louisiana as part of the plants commissioning process. #lngprime https://t.co/juJ3mbr2oU US #LNG exporter @Venture_Global LNG is seeking approval from the US FERC to introduce natural gas to the sixteenth liquefaction block at the Plaquemines LNG terminal in Louisiana as part of the plants commissioning process. #lngprime"
X Link 2025-08-11T12:09Z [----] followers, [----] engagements
"Venture Global wall of worry updates: ✅ CP2 FID ✅ Q2 earnings ✅ Shell arbitration ❓Plaquemines execution ❓Long-term contracts signed ❓Return of Russian gas to EU ❓Edison et al arbitration ❓CP2 Phase [--] FID An incredible quarter great things ahead $VG"
X Link 2025-08-14T13:54Z [----] followers, [---] engagements
"UBS upgrades Venture Global to buy. UBS believes the market is underestimating Plaquemines commissioning cargo volumes $VG https://www.investing.com/news/analyst-ratings/ubs-upgrades-venture-global-stock-to-buy-on-plaquemines-volume-ramp-93CH-4208276 https://www.investing.com/news/analyst-ratings/ubs-upgrades-venture-global-stock-to-buy-on-plaquemines-volume-ramp-93CH-4208276"
X Link 2025-08-25T11:17Z [----] followers, [----] engagements
"And another one. Deutsche Bank upgrades Venture Global to a Buy. $17 pt. $VG https://www.investing.com/news/analyst-ratings/venture-global-stock-upgraded-to-buy-at-deutsche-bank-on-lng-strategy-93CH-4213973 https://www.investing.com/news/analyst-ratings/venture-global-stock-upgraded-to-buy-at-deutsche-bank-on-lng-strategy-93CH-4213973"
X Link 2025-08-28T11:25Z [----] followers, [----] engagements
"Interesting detail: The upgrade followed a site visit leaving a deeper appreciation for "the scope of modularization and standardization" at the facility which is "much broader than just the mid-scale liquefaction trains and includes the pre-treatment units and power modules." And another one. Deutsche Bank upgrades Venture Global to a Buy. $17 pt. $VG https://t.co/TJXEx9kEoY And another one. Deutsche Bank upgrades Venture Global to a Buy. $17 pt. $VG https://t.co/TJXEx9kEoY"
X Link 2025-08-29T11:26Z [----] followers, [---] engagements
"I hope more dots can be connected at @GastechEvent to help inform investors policymakers and climate scientists so we can follow a path that enables economic development in the worlds poorest countries while transitioning to cleaner and cleaner energy. Starting with coal"
X Link 2025-09-08T12:42Z [----] followers, [---] engagements
"Total taking a 10% stake in $Next NextDecade train [--] and the market does not seem happy about it. https://totalenergies.com/news/press-releases/united-states-totalenergies-reaches-final-investment-decision-its-partners-rio https://totalenergies.com/news/press-releases/united-states-totalenergies-reaches-final-investment-decision-its-partners-rio"
X Link 2025-09-10T14:21Z [----] followers, [----] engagements
"A lot more deals on the way. Venture Global Venture CEO Mike Sabel (aka Saint Mike). $VG This morning from #Gastech2025 in Milan: Venture Global CEO Mike Sabel joined @dan_murphy on @SquawkBoxEurope to discuss the company's recent long-term LNG deals and how they benefit US balance of trade with partners around the world. @CNBCi https://t.co/j9VWNW5arw This morning from #Gastech2025 in Milan: Venture Global CEO Mike Sabel joined @dan_murphy on @SquawkBoxEurope to discuss the company's recent long-term LNG deals and how they benefit US balance of trade with partners around the world. @CNBCi"
X Link 2025-09-10T14:41Z [----] followers, [----] engagements
"CEO Mike Sabel on $VG Venture Globals Slander Era: The markets for years convinced themselves that we would fail and they didnt need to react to us and that was helpful to us https://fortune.com/2025/09/25/venture-global-gas-exporter-slander-era/ https://fortune.com/2025/09/25/venture-global-gas-exporter-slander-era/"
X Link 2025-09-26T11:20Z [----] followers, [----] engagements
"It is truly a hell of a day when your CFO resigns and the stock closes at $6.66 👹 $next"
X Link 2025-10-08T20:38Z [----] followers, [----] engagements
"My rough estimate: 40% of potential damages won/settled. (Shell Sinopec) 20% lost (BP). 40% TBD. Probability-adjusted (50/50 odds on the TBD) Id say total hit is around $2b. Thoughts"
X Link 2025-10-11T12:18Z [----] followers, [---] engagements
"And since this piece is getting some eyeballs probably worth breaking it down as $VG continues navigating its slander era. Two broad points are worth reviewing. Money Stuff is assembled off-site at manufacturing and fabrication facilities in Italy and then shipped to our newsletter sites fully-assembled and packaged for installation. https://t.co/hnsbgELYk5 Money Stuff is assembled off-site at manufacturing and fabrication facilities in Italy and then shipped to our newsletter sites fully-assembled and packaged for installation. https://t.co/hnsbgELYk5"
X Link 2025-10-15T13:00Z [----] followers, [----] engagements
"Our request for an extension is a case of aligning our permits with our actual construction schedule this request will have no impact on our expected commercial operations date which remains unchanged from what has been communicated and agreed upon with our customers. Venture Global seeks to quell client suspicions over LNG contracts https://t.co/lt5cA4gmo9 Venture Global seeks to quell client suspicions over LNG contracts https://t.co/lt5cA4gmo9"
X Link 2025-10-17T10:17Z [----] followers, [----] engagements
"Attendees included leadership from Bechtel Fluence Energy GE Vernova Holtec International Invenergy Jacobs Mercuria Parsons TechMet USA Venture Global and Westinghouse Electric Company. Discussed power infrastructure after destructive Russian attacks"
X Link 2025-10-17T21:23Z [----] followers, [---] engagements
"@LNG_Investor_ This is a good summary of how Total ended up with a monster stick build project in Mozambique rather than using a far more efficient modular build (as told by a former Total VP) from 2019"
X Link 2025-10-25T18:14Z [----] followers, [---] engagements
"@ShaleTier7 I almost fell out of my chair 😂"
X Link 2025-10-26T15:17Z [----] followers, [---] engagements
"Interesting. Getting rid of export permits for LNG providing more legal protection for projects. This would lower project costs and support financing. A future administration would need to use other tools to stop or slow LNG exports or change the law. Ted Cruz introduces legislation to eliminate regulatory hurdles and expedite approval of LNG permits securing our energy trade and job markets https://t.co/JE2Au9FGeH Ted Cruz introduces legislation to eliminate regulatory hurdles and expedite approval of LNG permits securing our energy trade and job markets https://t.co/JE2Au9FGeH"
X Link 2025-10-29T02:10Z [----] followers, [----] engagements
"Shells Q3 [----] earnings illustrates how LNG has become a major profit engine integrated gas was almost half of Q3 adjusted earnings with much higher margins than other business lines. Also notable - no references to VG arbitration this quarter. 🤷🏼♂ $Shel"
X Link 2025-10-30T09:48Z [----] followers, [----] engagements
"Happy FERC permit-appeal-expiry-date-versary to $Next for trains 1-5 as of October [--] [----] the order is no longer appealable to FERC. 🖥 Here's a third quarter [----] business update: 🛠 Raised the roof on two LNG tanks @RioGrandeLNG 📊 Two positive final investment decisions announced for Train [--] and Train [--] in September and October respectively. $NEXT #RioGrandeLNG https://t.co/aDmW0ygC0p 🖥 Here's a third quarter [----] business update: 🛠 Raised the roof on two LNG tanks @RioGrandeLNG 📊 Two positive final investment decisions announced for Train [--] and Train [--] in September and October"
X Link 2025-10-31T15:05Z [----] followers, [----] engagements
"Helpful chart of Asian LNG spot price forecasts from Chenieres Q3. Forwards are pricing higher than most prognosticators for now. @SusanSakmar @ira_joseph The solution to low #LNG prices is low LNG prices just takes a few years to flow thru. Worth a read. @Cheniere EVP lays out "LNG Market Nearing Inflection Point". Entering period of significant supply growth "latent price sensitive LNG demand particularly in Asia will stand https://t.co/xKHXhXFPnG The solution to low #LNG prices is low LNG prices just takes a few years to flow thru. Worth a read. @Cheniere EVP lays out "LNG Market Nearing"
X Link 2025-11-02T02:06Z [----] followers, [----] engagements
"The path forward for $VG is delivery delivery delivery. A series of good results is the path to re-rating. The legacy arbitration issues are material but not a primary driver of long term prospects. Im sure theyll move the price in the near term but use this signal at your own risk. FYI in case you are looking for my $VG scenario analysis Four practical scenarios (event paths per-share drag $14 odds narrative) 1) Blue-Sky Legal (cleanest) - BP damages at low end ($0.5B). - Others (Repsol/Galp/Orlen/Edison): dropped/settled immaterially. -Total FYI in case you are looking for my $VG scenario"
X Link 2025-11-03T19:44Z [----] followers, [----] engagements
"Hard to get through my Sunday nap with all the bulls smashing things up in the kitchen. Each phase consists of [--] liquefaction trains in Plaquemine project. Phase [--] is operating close to full capacity while Phase [--] is nearing startup following the recent ammonia injection used to initiate its refrigeration cycle. Venture Global $VG is currently shipping around [--] Each phase consists of [--] liquefaction trains in Plaquemine project. Phase [--] is operating close to full capacity while Phase [--] is nearing startup following the recent ammonia injection used to initiate its refrigeration cycle."
X Link 2025-11-09T23:10Z [----] followers, [----] engagements
"A very helpful FAQ on Venture Global $VG arbitrations included in the earnings deck. (Useful after obnoxious half-baked reporting from Reuters.)"
X Link 2025-11-10T13:27Z [----] followers, [----] engagements
"Dreams really do come true @k_nole11 Hmm earnings up stock down. @k_nole11 Hmm earnings up stock down"
X Link 2025-11-10T15:14Z [----] followers, [----] engagements
"@LNG_Investor_ 🙄 VG is now mired in litigation even though the amounts at stake are modest relative to liquidity"
X Link 2025-11-11T00:08Z [----] followers, [---] engagements
"As a reminder Shell already tried to obtain old documents last year and its request was limited by FERC. This appears to be a new narrowing avenue to relitigate the same point. $VG https://www.reuters.com/business/energy/us-regulator-denies-shells-request-older-venture-global-lngs-documents-2024-10-10/ https://www.reuters.com/business/energy/us-regulator-denies-shells-request-older-venture-global-lngs-documents-2024-10-10/"
X Link 2025-11-11T13:15Z [----] followers, [---] engagements
"Shells petition to vacate the arbitration award against Venture Global $VG is a moonshot. Shell alleges that there are hidden communications that would have revealed bad faith pointing to the BP outcome. However recall that the BP contract and arbitration is confidential. The main objective of the suit in my view is to weigh down VG as a competitor in the LNG space. There is little downside for Shell to see this through to the end"
X Link 2025-11-12T13:50Z [----] followers, [----] engagements
"@Ethan_0502 90-94 commissioning cargos this quarter 400MW or temporary power. The power island is still under construction"
X Link 2025-11-15T10:53Z [----] followers, [---] engagements
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