# ![@DustinsDollars Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1678585123640426496.png) @DustinsDollars Dustin

Dustin posts on X about $vg, $next, gas, $lng the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1678585123640426496/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1678585123640426496/c:line/m:interactions.svg)

- [--] Week [------] -2.50%
- [--] Month [-------] -44%
- [--] Months [-------] +7,587%
- [--] Year [-------] +5,912%

### Mentions: [--] [#](/creator/twitter::1678585123640426496/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1678585123640426496/c:line/m:posts_active.svg)

- [--] Week [--] -34%
- [--] Month [---] -7.10%
- [--] Months [---] +4,129%
- [--] Year [---] +1,415%

### Followers: [---] [#](/creator/twitter::1678585123640426496/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1678585123640426496/c:line/m:followers.svg)

- [--] Week [---] +2%
- [--] Month [---] +11%
- [--] Months [---] +215%
- [--] Year [---] +384%

### CreatorRank: [---------] [#](/creator/twitter::1678585123640426496/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1678585123640426496/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  65.38% [finance](/list/finance)  24.04% [countries](/list/countries)  14.42% [cryptocurrencies](/list/cryptocurrencies)  2.88% [currencies](/list/currencies)  2.88% [financial services](/list/financial-services)  1.92% [social networks](/list/social-networks)  0.96% [technology brands](/list/technology-brands)  0.96%

**Social topic influence**
[$vg](/topic/$vg) #13, [$next](/topic/$next) #2, [gas](/topic/gas) 15.38%, [$lng](/topic/$lng) #7, [short interest](/topic/short-interest) #77, [in the](/topic/in-the) 6.73%, [$pltr](/topic/$pltr) #273, [russia](/topic/russia) 4.81%, [china](/topic/china) 4.81%, [update](/topic/update) 3.85%

**Top accounts mentioned or mentioned by**
[@vgdeepdive](/creator/undefined) [@lnginvestor](/creator/undefined) [@realmemes6](/creator/undefined) [@michaeljburry](/creator/undefined) [@stockdrunk](/creator/undefined) [@ahuskybitgran](/creator/undefined) [@frugalbuck](/creator/undefined) [@ethan0502](/creator/undefined) [@kalshi](/creator/undefined) [@bowtieddetektiv](/creator/undefined) [@irajoseph](/creator/undefined) [@columbiauenergy](/creator/undefined) [@triplee7ewn6h](/creator/undefined) [@khoaphan27](/creator/undefined) [@wsbredditor](/creator/undefined) [@realmattmoney](/creator/undefined) [@drifterinverted](/creator/undefined) [@mighymoe](/creator/undefined) [@nextdecadelng](/creator/undefined) [@tr8771](/creator/undefined)

**Top assets mentioned**
[Venture Global, Inc (VG)](/topic/$vg) [NextDecade Corporation Common Stock (NEXT)](/topic/$next) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [BlackRock Inc (BLK)](/topic/blackrock) [Cloudflare, Inc. (NET)](/topic/$net) [Copiosa Coin (COP2)](/topic/$cop) [GameStop, Corp. (GME)](/topic/$gme) [Enbridge, Inc (ENB)](/topic/$enb) [Kinder Morgan Inc (KMI)](/topic/$kmi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$NEXT short interest update: 19.77M shares were short as of 1/15/2026 Essentially flat vs the 19.81M shares short as of 12/31/2025 $NEXT short interest update: 19.8M shares were short as of 12/31/2025 Up over 11% vs the 17.8M shares short as of 12/15/2025 $NEXT short interest update: 19.8M shares were short as of 12/31/2025 Up over 11% vs the 17.8M shares short as of 12/15/2025"  
[X Link](https://x.com/anyuser/status/2016255429714559451)  2026-01-27T21:02Z [---] followers, [----] engagements


"$VG short interest update: 68.65M shares were short as of 1/15/2026 Down from 70.83M shares short as of 12/31/2025 $VG short interest update: 70.83M shares were short as of 12/31/2025 Up slightly from 69.44M shares short as of 12/15/2025 $VG short interest update: 70.83M shares were short as of 12/31/2025 Up slightly from 69.44M shares short as of 12/15/2025"  
[X Link](https://x.com/anyuser/status/2016256135158776034)  2026-01-27T21:04Z [---] followers, [----] engagements


"$VG accounted for [--] of [--] #USLNG vessels departing between Jan [--] - Jan [--]. [--] vessels from Plaquemines and [--] from Calcasieu Pass (-3 vs last week) $VG accounted for [--] of [--] #USLNG vessels departing between Jan [--] - Jan [--]. [--] vessels from Plaquemines and [--] from Calcasieu Pass (+3 vs last week) $VG accounted for [--] of [--] #USLNG vessels departing between Jan [--] - Jan [--]. [--] vessels from Plaquemines and [--] from Calcasieu Pass (+3 vs last week)"  
[X Link](https://x.com/anyuser/status/2016965807226384793)  2026-01-29T20:04Z [---] followers, [----] engagements


"EU is now downplaying potential #USLNG dependence: EU spokesperson: #LNG imports from the United States cannot be compared to the dependence we had on Russia before the war $VG https://www.eunews.it/en/2026/02/02/after-russian-gas-lng-from-the-united-states-but-brussels-reassures-dependency-not-comparable/ https://www.eunews.it/en/2026/02/02/after-russian-gas-lng-from-the-united-states-but-brussels-reassures-dependency-not-comparable/"  
[X Link](https://x.com/anyuser/status/2018764666588328399)  2026-02-03T19:12Z [---] followers, [----] engagements


"Even in the article talking about the #LNG supply glut they list demand drivers that could more than balance the new supply. $VG $NEXT There might just be something to these companies.😉 https://www.reuters.com/business/energy/higher-supply-this-decade-will-bring-stress-lng-market-vitol-exec-says-2026-02-04/ https://www.reuters.com/business/energy/higher-supply-this-decade-will-bring-stress-lng-market-vitol-exec-says-2026-02-04/"  
[X Link](https://x.com/anyuser/status/2019222064398291314)  2026-02-05T01:30Z [---] followers, [----] engagements


"$VG accounted for [--] of [--] #USLNG vessels departing between Jan [--] - Feb [--]. [--] vessels from Plaquemines and [--] from Calcasieu Pass (flat vs last week). $VG accounted for [--] of [--] #USLNG vessels departing between Jan [--] - Jan [--]. [--] vessels from Plaquemines and [--] from Calcasieu Pass (-3 vs last week) $VG accounted for [--] of [--] #USLNG vessels departing between Jan [--] - Jan [--]. [--] vessels from Plaquemines and [--] from Calcasieu Pass (-3 vs last week)"  
[X Link](https://x.com/anyuser/status/2019526721746424232)  2026-02-05T21:41Z [---] followers, [----] engagements


"$COP CEO Ryan Lance told the LNG2026 conference that the global LNG market will likely grow from roughly [---] mtpa this year to [---] mtpa by the end of this decade and [---] mtpa by [----]. "Most of that demand will be met by the US and Qatar" $VG $NEXT $LNG https://www.energyintel.com/0000019c-2a28-de29-a7ff-2aa8722d0000 https://www.energyintel.com/0000019c-2a28-de29-a7ff-2aa8722d0000"  
[X Link](https://x.com/anyuser/status/2020314179719004497)  2026-02-08T01:50Z [---] followers, [----] engagements


""A lot of folks probably wonder can the US really meet that ramp of demand that tsunami that is headed our way I think the answer has been proven to be yes - Jeff Hammad chief commercial officer for the Golden Pass LNG project"  
[X Link](https://x.com/anyuser/status/2020314182596665518)  2026-02-08T01:50Z [---] followers, [---] engagements


"$VG short interest update: 67.46M shares were short as of 1/30/2026 Down from 68.65M shares short as of 1/15/2026 $VG short interest update: 68.65M shares were short as of 1/15/2026 Down from 70.83M shares short as of 12/31/2025 $VG short interest update: 68.65M shares were short as of 1/15/2026 Down from 70.83M shares short as of 12/31/2025"  
[X Link](https://x.com/anyuser/status/2021330482760147083)  2026-02-10T21:08Z [---] followers, [----] engagements


"$NEXT short interest update: 20.39M shares were short as of 1/30/2026 Up slightly from the 19.77M shares short as of 1/15/2026 $NEXT short interest update: 19.77M shares were short as of 1/15/2026 Essentially flat vs the 19.81M shares short as of 12/31/2025 $NEXT short interest update: 19.77M shares were short as of 1/15/2026 Essentially flat vs the 19.81M shares short as of 12/31/2025"  
[X Link](https://x.com/anyuser/status/2021330710057914673)  2026-02-10T21:09Z [---] followers, [---] engagements


"$VG accounted for [--] of [--] #USLNG vessels departing between Feb [--] - Feb [--] (+2 vs last week). [--] vessels from Plaquemines and [--] from Calcasieu Pass. $VG accounted for [--] of [--] #USLNG vessels departing between Jan [--] - Feb [--]. [--] vessels from Plaquemines and [--] from Calcasieu Pass (flat vs last week). $VG accounted for [--] of [--] #USLNG vessels departing between Jan [--] - Feb [--]. [--] vessels from Plaquemines and [--] from Calcasieu Pass (flat vs last week)"  
[X Link](https://x.com/anyuser/status/2022076447276630506)  2026-02-12T22:32Z [---] followers, [---] engagements


"Petronet which buys gas from Qatar and Australia is exploring deals to lock in more long-term deals as it expands the capacity of its existing plant and builds a new import terminal on the east coast. #USLNG $VG $NEXT $LNG https://www.reuters.com/business/energy/india-will-buy-us-lng-if-offered-reasonable-price-petronet-ceo-says-2026-02-12/ https://www.reuters.com/business/energy/india-will-buy-us-lng-if-offered-reasonable-price-petronet-ceo-says-2026-02-12/"  
[X Link](https://x.com/anyuser/status/2022105526210113776)  2026-02-13T00:28Z [---] followers, [---] engagements


"Regardless of his views on $PLTR @michaeljburry is clearly a master at social media This is so funny. I read the report really I did now let me show you that I did not read the report with my meaningless rant. $GME $PLTR This is so funny. I read the report really I did now let me show you that I did not read the report with my meaningless rant. $GME $PLTR"  
[X Link](https://x.com/anyuser/status/2022775380512281012)  2026-02-14T20:50Z [---] followers, [---] engagements


"October data is out. New monthly high for #USLNG exports $VG $LNG"  
[X Link](https://x.com/DustinsDollars/status/2006459371639959659)  2025-12-31T20:16Z [---] followers, [----] engagements


"@LNG_Investor_ $VG +$1.86/share value from +7.8mtpa @ Plaquemines No addtl O&M $4 HH - $0.60 / MMBtu processing cost $1.2 /MMBtu for transport and regas $7.50 TTF - (4 + .6 + $1.2) = $1.7 profit /MMBtu [---] Bcf * [---] = $793M/yr EBITDA from [----] $5B NPV at 13% discount /2.7B shares = $1.86"  
[X Link](https://x.com/DustinsDollars/status/2008525822546813091)  2026-01-06T13:07Z [---] followers, [----] engagements


"$NEXT $ENB "Enbridge has announced that its Rio Bravo pipeline is moving forward this year with full-scale operations expected to kick off later in 2026." https://energiesmedia.com/rio-bravo-pipeline-to-begin-operations-in-2026/ https://energiesmedia.com/rio-bravo-pipeline-to-begin-operations-in-2026/"  
[X Link](https://x.com/DustinsDollars/status/2009089578360324469)  2026-01-08T02:27Z [---] followers, [----] engagements


"$VG $NEXT $LNG This article also had a nice graphic showing projected #USLNG growth broken down by facility. It's pretty optimistic (includes multiple pre-FID facilities) but it provides a view of what could be. "The Haynesville play is expected to peak at [--] Bcf/d in [----] before declining" Long term (5 years) I wonder if more ample Permian gas vs. Haynesville in the 2030s will provide $NEXT an even bigger discount for feedgas vs. Henry Hub. https://t.co/W7YVIL4qsf "The Haynesville play is expected to peak at [--] Bcf/d in [----] before declining" Long term (5 years) I wonder if more ample"  
[X Link](https://x.com/DustinsDollars/status/2010351501328408603)  2026-01-11T14:02Z [---] followers, [----] engagements


"$VG "Due to the unusual factors impacting those measures during the quarter ended December [--] 2025Venture Global is reducing and tightening the range of its full year [----] Consolidated Adjusted EBITDA guidance to $6.180 billion to $6.240 billion." Prior guidance was $6.35-6.5B"  
[X Link](https://x.com/DustinsDollars/status/2010691141658616073)  2026-01-12T12:31Z [---] followers, 14.1K engagements


"Another TTF forecast - from Citi this time. Their base case is around $8.50/MMBtu for [----] and $6.80/MMBtu average in [----]. $VG $LNG $NEXT https://www.qcintel.com/article/citi-sees-lower-ttf-gas-prices-for-2027-on-growing-lng-supplies-56476.html So GS is forecasting TTF to drop all the way down to Henry Hub (no spread at all) in spring 28/29 Bold prediction to say that realized price will be HALF of what futures are pricing. $VG $NEXT $LNG https://t.co/W4vzqvKVsl https://www.qcintel.com/article/citi-sees-lower-ttf-gas-prices-for-2027-on-growing-lng-supplies-56476.html So GS is forecasting TTF"  
[X Link](https://x.com/DustinsDollars/status/2011966986486521921)  2026-01-16T01:01Z [---] followers, [----] engagements


"$VG $LNG #USLNG #Natgas"  
[X Link](https://x.com/DustinsDollars/status/2012330227112816649)  2026-01-17T01:04Z [---] followers, [----] engagements


"Even "large projects may struggle to raise financing. LNG powerhouses Cheniere and Venture Global have large expansions planned at their existing facilities but may struggle to find customers in an oversupplied market." $VG $LNG https://www.argusmedia.com/en/news-and-insights/latest-market-news/2775805-lake-charles-cancellation-shifts-tide-in-us-lng-wave https://www.argusmedia.com/en/news-and-insights/latest-market-news/2775805-lake-charles-cancellation-shifts-tide-in-us-lng-wave"  
[X Link](https://x.com/DustinsDollars/status/2012371581822030268)  2026-01-17T03:49Z [---] followers, [----] engagements


""The EU should consider suspending imports of liquefied natural gas (LNG) from the United States in light of the dispute over Greenland Germany's Greens said on Monday." #USLNG $VG $LNG https://www.yahoo.com/news/articles/suspend-imports-lng-over-us-112842679.html https://www.yahoo.com/news/articles/suspend-imports-lng-over-us-112842679.html"  
[X Link](https://x.com/DustinsDollars/status/2013239720730304629)  2026-01-19T13:18Z [---] followers, [----] engagements


""The European Union risks developing a new energy dependency as imports of U.S. liquefied natural gas continue to rise potentially accounting for as much as 75% to 80% of the blocs LNG supply by 2030" #USLNG $VG $NEXT https://pgjonline.com/news/2026/january/eu-could-rely-on-us-for-up-to-80-of-lng-imports-by-2030-report-warns As I said yesterday - short term (this year) I think the EU needs #USLNG. But they may be hesitant to increase reliance on the US if they can instead diversify supply through someone like Qatar. Russia still seems less preferablethan the US but who knows."  
[X Link](https://x.com/DustinsDollars/status/2013396272208601309)  2026-01-19T23:40Z [---] followers, [----] engagements


"$VG accounted for [--] of [--] #USLNG vessels departing between Jan [--] - Jan [--]. [--] vessels from Plaquemines and [--] from Calcasieu Pass (+3 vs last week) $VG accounted for [--] of [--] #USLNG vessels departing between Jan [--] - Jan [--]. [--] vessels from Plaquemines and [--] from Calcasieu Pass (-1 vs last week) $VG accounted for [--] of [--] #USLNG vessels departing between Jan [--] - Jan [--]. [--] vessels from Plaquemines and [--] from Calcasieu Pass (-1 vs last week)"  
[X Link](https://x.com/DustinsDollars/status/2014443479775011019)  2026-01-22T21:02Z [---] followers, [----] engagements


""The only terminals with minimal change have been Calcasieu Pass & Plaquemines LNG." $VG US LNG Feed Gas Cut Amidst Winter Storm US LNG operators have begun to cut operations ahead of the winter storm with overall feed gas noms down -2726/d with the early cycle data today. So far we've seen operators at Sabine Corpus Cameron and Freeport all cut https://t.co/QnHDxbRoK8 US LNG Feed Gas Cut Amidst Winter Storm US LNG operators have begun to cut operations ahead of the winter storm with overall feed gas noms down -2726/d with the early cycle data today. So far we've seen operators at Sabine"  
[X Link](https://x.com/DustinsDollars/status/2015058952405320182)  2026-01-24T13:47Z [---] followers, [----] engagements


"@LNG_Investor_ So the equity is coming from GIP not from $NEXT itself. I wonder why Blackrock is selling"  
[X Link](https://x.com/DustinsDollars/status/2015792399318921612)  2026-01-26T14:22Z [---] followers, [---] engagements


"@WSB_redditor @RealMattMoney @LNG_Investor_ also posted this. It appears the equity is being sold by GIP so no direct impact on $NEXT. However it does make me wonder why Blackrock is selling"  
[X Link](https://x.com/DustinsDollars/status/2015806444898009576)  2026-01-26T15:18Z [---] followers, [---] engagements


"EU officially approved "a full ban on LNG imports to take effect from early [----] and pipeline gas imports from autumn 2027" #LNG #USLNG $VG https://unn.ua/en/news/eu-approves-full-ban-on-russian-gas-imports-whats-included https://unn.ua/en/news/eu-approves-full-ban-on-russian-gas-imports-whats-included"  
[X Link](https://x.com/DustinsDollars/status/2015904402423288060)  2026-01-26T21:47Z [---] followers, [----] engagements


"$NEXT filed for approval to export 18% more #LNG. No new facilities just increased expectations of peak production capacity. (apparently filed last month but I hadn't seen it yet)"  
[X Link](https://x.com/DustinsDollars/status/2015908406918320448)  2026-01-26T22:03Z [---] followers, [----] engagements


"@VGDeepDive If I had put all my "LNG bull" money into $NEXT instead of $TELL I'd be much closer.😭"  
[X Link](https://x.com/DustinsDollars/status/2016179391936487928)  2026-01-27T16:00Z [---] followers, [---] engagements


""The rise in supply is expected to lead to stronger global gas demand growth of nearly 2% in [----] driven primarily by China and emerging Asian markets." #LNG $VG https://www.iea.org/news/growth-in-global-demand-for-natural-gas-is-set-to-accelerate-in-2026-as-lng-wave-spreads-through-markets https://www.iea.org/news/growth-in-global-demand-for-natural-gas-is-set-to-accelerate-in-2026-as-lng-wave-spreads-through-markets"  
[X Link](https://x.com/DustinsDollars/status/2016489210895548886)  2026-01-28T12:31Z [---] followers, [----] engagements


"$VG $SHEL "Shell's appeal against its arbitration loss to liquefied gas producer Venture Global centers on possible communications between the U.S. company and independent engineer Lummus Consultants." https://www.worldenergynews.com/news/shell-legal-battle-against-venture-global-centered-770400 https://www.worldenergynews.com/news/shell-legal-battle-against-venture-global-centered-770400"  
[X Link](https://x.com/DustinsDollars/status/2016490785479213202)  2026-01-28T12:37Z [---] followers, [---] engagements


"Looks like in the past [--] days $VG feed gas is down about [---] Bcf (.55Bcf/d mean) vs normal at Plaquemines and [---] Bcf (.42 Bcf/d mean) at Calcasieu Pass. #Natgas feed to #LNG facilities Sabine Pass Cameron Calcasieu Pass Elba Island Cove Point Plaquemines Freeport & Corpus Christi combined for Jan [--] was [-----] Bcf. (I don't have intrastate data for Freeport & Corpus Christi) https://t.co/vC0x2Mp5px https://t.co/3RXYvQ62bb #Natgas feed to #LNG facilities Sabine Pass Cameron Calcasieu Pass Elba Island Cove Point Plaquemines Freeport & Corpus Christi combined for Jan [--] was [-----] Bcf. (I don't"  
[X Link](https://x.com/DustinsDollars/status/2016512228959064251)  2026-01-28T14:02Z [---] followers, [----] engagements


"Implied average #USLNG fixed liquefaction fees (based on TTF + Henry Hub futures) for the next 12mo dropped by 12% in one week (Jan [--] - Jan 27) due to the increase in Henry Hub. $VG"  
[X Link](https://x.com/DustinsDollars/status/2016677250154848304)  2026-01-29T00:58Z [---] followers, [---] engagements


"$PLTR represents half of my net worth even after the recent decline. Tomorrow's earnings are going to be awesome but the focus will be on FY26 outlook - especially US commercial. Let's hope the revenue growth continues"  
[X Link](https://x.com/DustinsDollars/status/2018171302079611314)  2026-02-02T03:55Z [---] followers, [----] engagements


"$VG signs CP2 phase [--] EPC contract. FID soon"  
[X Link](https://x.com/DustinsDollars/status/2018293397589508597)  2026-02-02T12:00Z [---] followers, [----] engagements


"$PLTR guides for *at least* 115% US commercial revenue growth in [----] after 109% growth in [----]. 🚀🚀🚀 $PLTR represents half of my net worth even after the recent decline. Tomorrow's earnings are going to be awesome but the focus will be on FY26 outlook - especially US commercial. Let's hope the revenue growth continues https://t.co/k5cokFLNtr $PLTR represents half of my net worth even after the recent decline. Tomorrow's earnings are going to be awesome but the focus will be on FY26 outlook - especially US commercial. Let's hope the revenue growth continues https://t.co/k5cokFLNtr"  
[X Link](https://x.com/DustinsDollars/status/2018434546312552856)  2026-02-02T21:21Z [---] followers, [---] engagements


"@VGDeepDive this banger quote needed to be memed $VG $SHEL 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://t.co/JRP1fHXlTZ 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"  
[X Link](https://x.com/DustinsDollars/status/2018683430557352122)  2026-02-03T13:50Z [---] followers, [---] engagements


""Kim Dang the chief executive officer at Kinder Morgan said her company expects total global demand for natural gas to increase by 17% through [----] led by exports of LNG." $KMI #USLNG https://www.industrialinfo.com/news/article/amid-growing-concerns-kinder-morgan-all-smiles-on-us-lng--352364 https://www.industrialinfo.com/news/article/amid-growing-concerns-kinder-morgan-all-smiles-on-us-lng--352364"  
[X Link](https://x.com/DustinsDollars/status/2014898162482180184)  2026-01-24T03:08Z [---] followers, [---] engagements


"@DrifterInverted @LNG_Investor_ $NEXT is hard to value by the market and will continue until closer to T4 commissioning when there is a line of sight to steady state operations. I think the stock will be unpredictable between now and then. Personally I am buying enthusiastically under $6"  
[X Link](https://x.com/DustinsDollars/status/2016014384892461170)  2026-01-27T05:04Z [---] followers, [---] engagements


"Another small $NEXT purchase. Especially in light of the additional peak production capacity I'm very happy to buy at this price ☺ $NEXT filed for approval to export 18% more #LNG. No new facilities just increased expectations of peak production capacity. (apparently filed last month but I hadn't seen it yet) https://t.co/JwSYjY4reM $NEXT filed for approval to export 18% more #LNG. No new facilities just increased expectations of peak production capacity. (apparently filed last month but I hadn't seen it yet) https://t.co/JwSYjY4reM"  
[X Link](https://x.com/DustinsDollars/status/2016174478485573633)  2026-01-27T15:40Z [---] followers, [----] engagements


"@Mighy_Moe @Stockdrunk Yeah. As a non-lawyer the BP arbitration outcome is confusing and hard to reconcile with the other outcomes"  
[X Link](https://x.com/DustinsDollars/status/2016544852368904573)  2026-01-28T16:12Z [---] followers, [---] engagements


"$LNG looking to add [--] mtpa at Corpus Christi https://www.industrialinfo.com/news/article/cheniere-files-for-corpus-christi-lng-expansion--353123 https://www.industrialinfo.com/news/article/cheniere-files-for-corpus-christi-lng-expansion--353123"  
[X Link](https://x.com/DustinsDollars/status/2021017660839064050)  2026-02-10T00:25Z [---] followers, [----] engagements


"@Ahuskybitgran @michaeljburry $VG isn't popular enough (yet). He obviously targeted $PLTR because it has a huge following"  
[X Link](https://x.com/DustinsDollars/status/2022825468978770230)  2026-02-15T00:09Z [---] followers, [--] engagements


"Updated EIA forecast for Henry Hub prices is now higher in [----] but lower for [----] as production increases. $VG"  
[X Link](https://x.com/anyuser/status/2021283191072412004)  2026-02-10T18:00Z [---] followers, [---] engagements


"$PLTR reported earnings over a week ago and still hasn't filed their 10-K. Why"  
[X Link](https://x.com/DustinsDollars/status/2021786004986757281)  2026-02-12T03:18Z [---] followers, [---] engagements


"Looks like $NEXT is going to continue holding an earnings call on a quarterly basis. This is great Thanks @NextDecadeLNG https://investors.next-decade.com/news-releases/news-release-details/nextdecade-announces-timing-fourth-quarter-2025-investor-call https://investors.next-decade.com/news-releases/news-release-details/nextdecade-announces-timing-fourth-quarter-2025-investor-call"  
[X Link](https://x.com/anyuser/status/2022297515962343864)  2026-02-13T13:11Z [---] followers, [----] engagements


""Global Capital Is Buying #USLNG Why Isnt American Money Leading" https://www.realclearenergy.org/articles/2026/02/13/global_capital_is_buying_us_lng_why_isnt_american_money_leading_1164576.html https://www.realclearenergy.org/articles/2026/02/13/global_capital_is_buying_us_lng_why_isnt_american_money_leading_1164576.html"  
[X Link](https://x.com/DustinsDollars/status/2022515006877651441)  2026-02-14T03:35Z [---] followers, [---] engagements


"Stop citing P/E for $PLTR. P/E is only a heuristic for valuation. I argued in early [----] (see quoted tweet when $PLTR was about $16) that P/E was not applicable for a bull thesis and it's still not applicable today for a bear thesis. @Frugalbuck Sorry I'm not going to comment on Amazon because I work for a very large tech company. I will say: P/E is a shortcut metric that can give insight in "typical" situations (steady growth stable margins). I don't think PLTR is in this situation. @Frugalbuck Sorry I'm not going to comment on Amazon because I work for a very large tech company. I will say:"  
[X Link](https://x.com/DustinsDollars/status/2023054184808083594)  2026-02-15T15:17Z [---] followers, [---] engagements


"@Frugalbuck Sorry I'm not going to comment on Amazon because I work for a very large tech company. I will say: P/E is a shortcut metric that can give insight in "typical" situations (steady growth stable margins). I don't think PLTR is in this situation"  
[X Link](https://x.com/DustinsDollars/status/1743800012205703475)  2024-01-07T01:01Z [---] followers, [---] engagements


""policymakers on both sides of the Atlantic need to support stronger U.S.-European economic integration by institutionalizing cooperation on LNG trade . These steps will provide markets with the long-term signals needed to mobilize private capital.""  
[X Link](https://x.com/DustinsDollars/status/2019049362991534400)  2026-02-04T14:04Z [---] followers, [---] engagements


"@tr8771 @EssencefBitcoin @Ethan_0502 I was a $TELL shareholder for [--] years. I'm intimately familiar with what happened"  
[X Link](https://x.com/DustinsDollars/status/1996321176805675267)  2025-12-03T20:50Z [---] followers, [---] engagements


"$PLTR is so unpredictable that I'm hesitant to sell covered calls. However I was able to fund about half of our next house's down payment by selling Jan [----] $410s. If these get underwater I think I can live with that capital appreciation 😁"  
[X Link](https://x.com/DustinsDollars/status/1999953567495668074)  2025-12-13T21:24Z [---] followers, [---] engagements


"TTM agreements: 12/2024: [---] mtpa to Chevron 5/2025: 1.0mtpa to Kyushu Electric 6/2025: 1.0mtpa additional to Chevron (3.0mtpa total)"  
[X Link](https://x.com/DustinsDollars/status/2003884156363878635)  2025-12-24T17:43Z [---] followers, [---] engagements


""South Korea remains open to further expanding U.S. LNG purchases under a new USD [---] billion four-year energy import commitment made during trade negotiations" OTOH this highlights Power of Siberia-2 could displace quite a bit of US LNG. $VG $LNG $NEXT https://keia.org/the-peninsula/korea-policy-series-advancing-u-s-south-korea-japan-cooperation-in-natural-gas/ https://keia.org/the-peninsula/korea-policy-series-advancing-u-s-south-korea-japan-cooperation-in-natural-gas/"  
[X Link](https://x.com/DustinsDollars/status/2005273044038926380)  2025-12-28T13:42Z [---] followers, [----] engagements


"So GS is forecasting TTF to drop all the way down to Henry Hub (no spread at all) in spring 28/29 Bold prediction to say that realized price will be HALF of what futures are pricing. $VG $NEXT $LNG"  
[X Link](https://x.com/DustinsDollars/status/2005839262684467690)  2025-12-30T03:12Z [---] followers, [----] engagements


"First US LNG cargo into Greeces FSRU heralds start of new supply corridor Greece is "key entry point" for #USLNG. This is "reigniting interest in several stalled FSRU projects." $VG booked 25% of the regasification capacity at the Alexandroupolis FSRU https://www.upstreamonline.com/lng/first-us-lng-cargo-into-greece-s-fsru-heralds-start-of-new-supply-corridor/2-1-1921967 https://www.upstreamonline.com/lng/first-us-lng-cargo-into-greece-s-fsru-heralds-start-of-new-supply-corridor/2-1-1921967"  
[X Link](https://x.com/DustinsDollars/status/2007147276104589317)  2026-01-02T17:49Z [---] followers, [----] engagements


""the oyster farm is asking a judge to halt Venture Globals dredging" How big of a rush do you think this is https://www.thecentersquare.com/issues/energy/article_bb35fe6b-24be-4612-b7ae-90aff5154e71.html https://www.thecentersquare.com/issues/energy/article_bb35fe6b-24be-4612-b7ae-90aff5154e71.html"  
[X Link](https://x.com/DustinsDollars/status/2008233142373806297)  2026-01-05T17:44Z [---] followers, [----] engagements


"Even with bearish assumptions $NEXT will probably cash flow at a rate of $250M by [----] with management projecting $500M. It's currently trading at $1.35B market cap. aka 2.7x-5.4x [----] FCF run rate. I'm definitely adding here"  
[X Link](https://x.com/DustinsDollars/status/2008903409806582118)  2026-01-07T14:07Z [---] followers, [----] engagements


"It's not much but I did actually add some $NEXT today (wasn't lying). Pretty happy the price dropped even lower than when I posted pre-market Even with bearish assumptions $NEXT will probably cash flow at a rate of $250M by [----] with management projecting $500M. It's currently trading at $1.35B market cap. aka 2.7x-5.4x [----] FCF run rate. I'm definitely adding here Even with bearish assumptions $NEXT will probably cash flow at a rate of $250M by [----] with management projecting $500M. It's currently trading at $1.35B market cap. aka 2.7x-5.4x [----] FCF run rate. I'm definitely adding here"  
[X Link](https://x.com/DustinsDollars/status/2008983196889960536)  2026-01-07T19:24Z [---] followers, [----] engagements


""a German company that wanted to expand two data centers will have to wait ten years before there will be sufficient electricity" If only there was a reliable source of energy with a projected "supply glut". #USLNG $VG $NEXT $LNG https://thehill.com/opinion/energy-environment/5676902-europe-is-waking-up-to-the-follies-of-green-energy/ https://thehill.com/opinion/energy-environment/5676902-europe-is-waking-up-to-the-follies-of-green-energy/"  
[X Link](https://x.com/DustinsDollars/status/2009310250038427790)  2026-01-08T17:04Z [---] followers, [----] engagements


""The Haynesville play is expected to peak at [--] Bcf/d in [----] before declining" Long term (5 years) I wonder if more ample Permian gas vs. Haynesville in the 2030s will provide $NEXT an even bigger discount for feedgas vs. Henry Hub. https://www.enverus.com/newsroom/permian-and-coastal-gas-pipeline-buildout-key-to-meeting-surging-u-s-lng-export-demand/ https://www.enverus.com/newsroom/permian-and-coastal-gas-pipeline-buildout-key-to-meeting-surging-u-s-lng-export-demand/"  
[X Link](https://x.com/DustinsDollars/status/2010022627897946435)  2026-01-10T16:15Z [---] followers, [----] engagements


"$NEXT Thanks to $VG and $NEXT I might have to change my name to Dustin's cents 🥹 Thanks to $VG and $NEXT I might have to change my name to Dustin's cents 🥹"  
[X Link](https://x.com/DustinsDollars/status/2010098648332546438)  2026-01-10T21:17Z [---] followers, [----] engagements


"$VG short interest update: 70.83M shares were short as of 12/31/2025 Up slightly from 69.44M shares short as of 12/15/2025"  
[X Link](https://x.com/DustinsDollars/status/2010890754617668045)  2026-01-13T01:44Z [---] followers, [----] engagements


"$NEXT short interest update: 19.8M shares were short as of 12/31/2025 Up over 11% vs the 17.8M shares short as of 12/15/2025"  
[X Link](https://x.com/DustinsDollars/status/2010891299059118417)  2026-01-13T01:47Z [---] followers, [----] engagements


"Just to put the EU #Natgas storage level in perspective they are short roughly [---] Bcf vs [--] year average. Refilling up to this 5yr avg level would require approximately 11mt of LNG roughly the entire annual output of $VG's Calcasieu Pass facility"  
[X Link](https://x.com/DustinsDollars/status/2011448667736252729)  2026-01-14T14:41Z [---] followers, [----] engagements


"$VG accounted for [--] of [--] #USLNG vessels departing between Jan [--] - Jan [--]. [--] vessels from Plaquemines and [--] from Calcasieu Pass (-1 vs last week) $VG accounted for [--] of [--] #USLNG vessels departing between Jan [--] - Jan [--]. [--] vessels from Plaquemines and [--] from Calcasieu Pass $VG accounted for [--] of [--] #USLNG vessels departing between Jan [--] - Jan [--]. [--] vessels from Plaquemines and [--] from Calcasieu Pass"  
[X Link](https://x.com/DustinsDollars/status/2011891355279376608)  2026-01-15T20:00Z [---] followers, [----] engagements


"Trump admin's vision is "American energy dominance." Ukraine "is ready to make it reality by purchasing significant quantities of #USLNG integrating infrastructure into the European gas network and transforming into a hub for American energy." $VG https://www.realclearenergy.org/articles/2026/01/15/us_lng_exports_to_ukraine_advance_americas_energy_dominance_1158801.html https://www.realclearenergy.org/articles/2026/01/15/us_lng_exports_to_ukraine_advance_americas_energy_dominance_1158801.html"  
[X Link](https://x.com/DustinsDollars/status/2011969863732851125)  2026-01-16T01:12Z [---] followers, [----] engagements


"I tagged $VG in the original post due to this article from a few months ago: https://www.reuters.com/business/energy/venture-global-held-talks-with-ukraine-provide-it-with-more-lng-sources-say-2025-10-17/ https://www.reuters.com/business/energy/venture-global-held-talks-with-ukraine-provide-it-with-more-lng-sources-say-2025-10-17/"  
[X Link](https://x.com/DustinsDollars/status/2011969866115207648)  2026-01-16T01:12Z [---] followers, [---] engagements


"@ReeceCards Right - this article is talking about the likelihood that future projects can sign enough sales agreements to get financed through traditional means. For example for $NEXT this would apply to Rio Grande train [--] train [--] etc"  
[X Link](https://x.com/DustinsDollars/status/2012530084507246869)  2026-01-17T14:18Z [---] followers, [---] engagements


"$VG's Plaquemines [----] EBITDA should be $4.8-$4.9B of that $6.2B total. This represents 20% of the $24B total project cost for the Plaquemines. In one year $VG "Due to the unusual factors impacting those measures during the quarter ended December [--] 2025Venture Global is reducing and tightening the range of its full year [----] Consolidated Adjusted EBITDA guidance to $6.180 billion to $6.240 billion." Prior guidance was $6.35-6.5B $VG "Due to the unusual factors impacting those measures during the quarter ended December [--] 2025Venture Global is reducing and tightening the range of its full"  
[X Link](https://x.com/DustinsDollars/status/2012559548339380661)  2026-01-17T16:16Z [---] followers, [----] engagements


"@VGDeepDive Yup. And it's why $VG has rebounded from lows much more than $NEXT"  
[X Link](https://x.com/DustinsDollars/status/2012672731196555455)  2026-01-17T23:45Z [---] followers, [---] engagements


"Read this for a great overview of [----] items to watch in the LNG market: new supply coming online impact of Russian gas and potential Asian demand. #USLNG $VG https://www.kpler.com/blog/natural-gas-and-lng-top-5-market-drivers-for-2026 https://www.kpler.com/blog/natural-gas-and-lng-top-5-market-drivers-for-2026"  
[X Link](https://x.com/DustinsDollars/status/2012683637146214471)  2026-01-18T00:29Z [---] followers, [----] engagements


"@Kalshi #USLNG is already hindered by China tariffs. Even with tariffs EU may have little choice but to keep buying short term*. However in the medium-to-long term EU tariffs could hurt the industry quite a bit. $VG $NEXT $LNG *: unless they go back to Russia.which seems even worse"  
[X Link](https://x.com/DustinsDollars/status/2012894123854839938)  2026-01-18T14:25Z [---] followers, [----] engagements


"How bad do y'all think the impact to $VG will be if the EU slaps tariffs on US LNG This could really disincentivize signing SPAs (in addition to the obvious reduction in margin for spot sales) @Kalshi #USLNG is already hindered by China tariffs. Even with tariffs EU may have little choice but to keep buying short term*. However in the medium-to-long term EU tariffs could hurt the industry quite a bit. $VG $NEXT $LNG *: unless they go back to Russia.which seems even worse. @Kalshi #USLNG is already hindered by China tariffs. Even with tariffs EU may have little choice but to keep buying short"  
[X Link](https://x.com/DustinsDollars/status/2012908140266668353)  2026-01-18T15:21Z [---] followers, [----] engagements


"@appalachiangabe $VG has better plant designs and in-houses more of the construction management than competitors. Plus they own a small fleet of ships to hedge costs"  
[X Link](https://x.com/DustinsDollars/status/2014093691284046029)  2026-01-21T21:52Z [---] followers, [---] engagements


"@thealphaledger A portion of $VG's cash flows are steady but the steady part is mostly offset by interest expense. The rest of the cash flows will swing with commodity prices"  
[X Link](https://x.com/DustinsDollars/status/2014094747896357304)  2026-01-21T21:56Z [---] followers, [---] engagements


"See quoted post for the "scoreboard" of arbitrations. Today's decision for $VG with Repsol is huge because it suggests that the BP outcome was an anomaly and makes me wonder how large the BP case damages will actually be in the end (for a "Reasonable and Prudent Operator") For those tracking the Venture Global arbitrations: Shell: ✅ (currently on appeal in NY court) BP: ❌ Unipec/Sinopec: ✅ Settled non-material Respol: ✅ Galp Orlen Edison: TBD $VG For those tracking the Venture Global arbitrations: Shell: ✅ (currently on appeal in NY court) BP: ❌ Unipec/Sinopec: ✅ Settled non-material Respol:"  
[X Link](https://x.com/DustinsDollars/status/2014140962193187326)  2026-01-22T01:00Z [---] followers, [----] engagements


"$VG $VG short interest update: 70.83M shares were short as of 12/31/2025 Up slightly from 69.44M shares short as of 12/15/2025 $VG short interest update: 70.83M shares were short as of 12/31/2025 Up slightly from 69.44M shares short as of 12/15/2025"  
[X Link](https://x.com/DustinsDollars/status/2014142263018873041)  2026-01-22T01:05Z [---] followers, [----] engagements


"My favorite part btw is that Repsol has to pay fees to $VG 😁"  
[X Link](https://x.com/DustinsDollars/status/2014147552409534953)  2026-01-22T01:26Z [---] followers, [----] engagements


"Apparently hedge funds were net short TTF and recently flipped to net long That helps explain a bit of how sharply the price ran back up. #USLNG #Natgas https://www.argusmedia.com/en/news-and-insights/latest-market-news/2778654-hedge-funds-switch-to-net-long-ttf-gas-position https://www.argusmedia.com/en/news-and-insights/latest-market-news/2778654-hedge-funds-switch-to-net-long-ttf-gas-position"  
[X Link](https://x.com/DustinsDollars/status/2014498812627153067)  2026-01-23T00:41Z [---] followers, [----] engagements


""Congestion on west-to-east routes may make it difficult for firms to significantly ramp up imports to central and eastern Europe this summer in order to rebuild stocks." #USLNG https://www.argusmedia.com/en/news-and-insights/latest-market-news/2778562-cee-may-struggle-to-fully-rebuild-gas-stocks-in-summer https://www.argusmedia.com/en/news-and-insights/latest-market-news/2778562-cee-may-struggle-to-fully-rebuild-gas-stocks-in-summer"  
[X Link](https://x.com/DustinsDollars/status/2014500146927558982)  2026-01-23T00:47Z [---] followers, [----] engagements


"@VGDeepDive Those price targets at IPO 😂😂😂"  
[X Link](https://x.com/DustinsDollars/status/2015095917452329108)  2026-01-24T16:14Z [---] followers, [---] engagements


"@BowTiedDetektiv Sorry I didn't intend to cause confusion I thought X would also show the link title on the post (like it does when I'm drafting the post) but I see now that it doesn't"  
[X Link](https://x.com/DustinsDollars/status/2015989808485499004)  2026-01-27T03:26Z [---] followers, [---] engagements


"@ira_joseph @ColumbiaUEnergy RGLNG is around 85% contracted. Am I missing something"  
[X Link](https://x.com/DustinsDollars/status/2016098041766248660)  2026-01-27T10:36Z [---] followers, [---] engagements


"Why is $NET up another 13% pre-market after a +9% move yesterday Even though I don't talk about it much this is one of my large holdings. It's already priced quite high so a sharp move up on no material news is puzzling"  
[X Link](https://x.com/DustinsDollars/status/2016118316092264489)  2026-01-27T11:57Z [---] followers, [----] engagements


"@Vuzhteetz The only "news" is basically stating that AI is a tailwind for $NET. That's not at all new. Am I missing something"  
[X Link](https://x.com/DustinsDollars/status/2016122767200920048)  2026-01-27T12:15Z [---] followers, [---] engagements


"@VGDeepDive $VG has exposure to spot prices 😲😲😲 Why didn't anyone tell me 😂"  
[X Link](https://x.com/DustinsDollars/status/2016144457893056592)  2026-01-27T13:41Z [---] followers, [---] engagements


"@ira_joseph @ColumbiaUEnergy JERA [--] EQT [---] ConocoPhillips [--] Aramco [---] And Total exercised their option for another [---]. I believe they are all SPAs not HOAs. I think your list of buyers might only be for phase [--] (trains 1-3) which is around 90% contracted"  
[X Link](https://x.com/DustinsDollars/status/2016168550864499094)  2026-01-27T15:16Z [---] followers, [--] engagements


"@realmemes6 @VGDeepDive @Ethan_0502 @USAEnergyNatGas @SStapczynski Yeah this factor makes "spread" a little more complex to model. I think it's hard to come to a conclusion on value for $VG without modeling some years in the future because of expansions (CP2 at least) and the difference in cash flows for commissioning vs contracted cargoes"  
[X Link](https://x.com/DustinsDollars/status/2016249752669847595)  2026-01-27T20:39Z [---] followers, [---] engagements


"@chizizim Keep in mind that short interest reporting is delayed. This data was released today but is "as of" market close Jan [--]. The Repsol decision was Jan [--] so any shorts that closed after that would have happened after this. We won't see updated data for another [--] weeks"  
[X Link](https://x.com/DustinsDollars/status/2016305718287040577)  2026-01-28T00:21Z [---] followers, [--] engagements


"@TripleE7ewn6h $VG has nearly all of their nameplate capacity sold under long term contracts. However $VG has been able to produce more than nameplate (almost 40% for Plaquemines). This excess is sold at spot or under short term contracts that are closer to spot"  
[X Link](https://x.com/DustinsDollars/status/2016684342408249784)  2026-01-29T01:26Z [---] followers, [---] engagements


"@TripleE7ewn6h I'd suggest reading their S-1 if you want to understand $VG's strategy (and then look at actual results for the quarters post-IPO to see it in action)"  
[X Link](https://x.com/DustinsDollars/status/2016684888485683313)  2026-01-29T01:28Z [---] followers, [---] engagements


"During India Energy Week [----] "discussions explored opportunities to expand long-term contracts for US crude oil and liquefied natural gas." #USLNG https://www.tribuneindia.com/news/world/us-reaffirms-strong-energy-partnership-with-india-at-iew-2026-in-goa https://www.tribuneindia.com/news/world/us-reaffirms-strong-energy-partnership-with-india-at-iew-2026-in-goa"  
[X Link](https://x.com/DustinsDollars/status/2017282422186856739)  2026-01-30T17:03Z [---] followers, [---] engagements


"I still have some "PTSD" from $TELL and Petronet so with India I'll remain skeptical until concrete deals are signed"  
[X Link](https://x.com/DustinsDollars/status/2017282424879628316)  2026-01-30T17:03Z [---] followers, [---] engagements


"China is producing more gas domestically which has lowered reliance on #LNG. I had no idea how much their gas production had grown. https://asia.nikkei.com/business/energy/china-s-record-natural-gas-output-driven-by-shale-development https://asia.nikkei.com/business/energy/china-s-record-natural-gas-output-driven-by-shale-development"  
[X Link](https://x.com/DustinsDollars/status/2017345530934772007)  2026-01-30T21:13Z [---] followers, [----] engagements


"@BowTiedDetektiv Yep. That plus tariffs plus gas from Russia. Unlikely we see much if any SPAs from China"  
[X Link](https://x.com/DustinsDollars/status/2017360575194362264)  2026-01-30T22:13Z [---] followers, [---] engagements


"@SparkingFIRENC Yes absolutely. I would probably convert half at 90% of my retirement expenses being covered (at 5% withdrawal rate) and the other half at 95% each net of capital gains. At that point I'd be locked in for retirement in basically a year"  
[X Link](https://x.com/DustinsDollars/status/2018329614385361378)  2026-02-02T14:24Z [---] followers, [--] engagements


"@nikdaytrades If you have a long time horizon I don't think so although it's unlikely to 10x again anytime soon from here. The current valuation is quite high so the short/medium term (1-3 years) could be very volatile. If I didn't have a position already and wanted one I'd DCA slowly"  
[X Link](https://x.com/DustinsDollars/status/2018480874053083435)  2026-02-03T00:25Z [---] followers, [--] engagements


"@KhoaPhan27 I'm actually surprised. In other market sell offs $VG has fallen alongside everything else. Hopefully it continues to hold up"  
[X Link](https://x.com/DustinsDollars/status/2019118292787675274)  2026-02-04T18:38Z [---] followers, [--] engagements


"@KhoaPhan27 Personally I've been through enough volatility to be able to not let it bother me too much. It helps that I usually do full DCF valuations before investing a lot so I have a good idea of what to expect and how to judge each company independent of stock price action"  
[X Link](https://x.com/DustinsDollars/status/2019249753230569500)  2026-02-05T03:20Z [---] followers, [--] engagements

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