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@VGDeepDive
"@ConvictionLab LNG is a commodity - there is not likely to be much price differentiation based on brand"
X Link @VGDeepDive 2025-10-09T22:30Z XXX followers, XXX engagements
"It is truly a hell of a day when your CFO resigns and the stock closes at $XXXX 👹 $next"
X Link @VGDeepDive 2025-10-08T20:38Z XXX followers, 2948 engagements
"Europe will need to import up to XXX additional liquefied natural gas cargoes this winter due to lower storage and a decline in pipeline flows from Russia and Algeria according to analysts and data deepening its dependency on U.S. gas. #lng $vg $lng"
X Link @VGDeepDive 2025-10-06T14:05Z XXX followers, 4511 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"
X Link @VGDeepDive 2025-09-26T11:20Z XXX followers, 1629 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"
X Link @VGDeepDive 2025-10-15T13:00Z XXX followers, XXX engagements
"Removing Unipec/Sinopec from the equation is quite good news for Venture Global. This three-year contract had higher potential for damages. $VG"
X Link @VGDeepDive 2025-10-11T12:18Z XXX followers, 3601 engagements
"@matt_levine is hilarious as usual However $VG is not exactly waiting to paint the last rivet. Modular building techniques will be the norm within a few years"
X Link @VGDeepDive 2025-10-14T19:47Z XXX followers, XXX engagements
"There she is the Queen of the Potomac $VG"
X Link @VGDeepDive 2025-10-13T15:25Z XXX followers, 3877 engagements
"@ConvictionLab $next has a bright future - I just dont think its tied to VGs arbitration"
X Link @VGDeepDive 2025-10-09T22:58Z XXX followers, XXX engagements
"@CouldBeMistaken @ShaleTier7 This is why buyers and sellers sign contracts. Commissioning cargos are part of the deal"
X Link @VGDeepDive 2025-10-10T13:57Z XXX followers, XXX 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 X and Phase X which remain the same " Venture Global told Reuters on Tuesday"
X Link @VGDeepDive 2025-10-15T00:21Z XXX followers, 1563 engagements
"@Rodoro16 @CouldBeMistaken @ShaleTier7 There aren't any special tricks -- commissioning cargos are part of the process of developing the project. If the market decides to change the standard model long-term contracts will be more expensive"
X Link @VGDeepDive 2025-10-10T16:44Z XXX followers, XXX engagements