# ![@Ethan_0502 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1758168402185895937.png) @Ethan_0502 Gulf2Med

Gulf2Med posts on X about $vg, gas, longterm, global the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1758168402185895937/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1758168402185895937/c:line/m:interactions.svg)

- [--] Week [-----] -64%
- [--] Month [------] -5.30%

### Mentions: [--] [#](/creator/twitter::1758168402185895937/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1758168402185895937/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [--] +19%

### Followers: [---] [#](/creator/twitter::1758168402185895937/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1758168402185895937/c:line/m:followers.svg)

- [--] Week [---] -0.19%
- [--] Month [---] +6%

### CreatorRank: [---------] [#](/creator/twitter::1758168402185895937/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1758168402185895937/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  33% [countries](/list/countries)  9% [finance](/list/finance)  9% [travel destinations](/list/travel-destinations)  2% [technology brands](/list/technology-brands)  1%

**Social topic influence**
[$vg](/topic/$vg) #23, [gas](/topic/gas) 25%, [longterm](/topic/longterm) 9%, [global](/topic/global) 6%, [lng](/topic/lng) 6%, [strong](/topic/strong) 4%, [$lng](/topic/$lng) 3%, [ttf](/topic/ttf) 3%, [japan](/topic/japan) 3%, [the first](/topic/the-first) 2%

**Top accounts mentioned or mentioned by**
[@lnginvestor](/creator/undefined) [@vgdeepdive](/creator/undefined) [@clint44188955](/creator/undefined) [@dustinsdollars](/creator/undefined) [@tylermacro10](/creator/undefined) [@realmemes6](/creator/undefined) [@sparkcommo](/creator/undefined) [@colliernp](/creator/undefined) [@shaletier7](/creator/undefined) [@octaviansiiu](/creator/undefined) [@essencefbitcoin](/creator/undefined) [@cameron65827951](/creator/undefined) [@quantradamus](/creator/undefined) [@edwinpjacques](/creator/undefined) [@ryangoo26555724](/creator/undefined) [@spgenergygas](/creator/undefined) [@drifterinverted](/creator/undefined) [@sstapczynski](/creator/undefined) [@pipelineflows](/creator/undefined)

**Top assets mentioned**
[Venture Global, Inc (VG)](/topic/$vg) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Bank of America (BAC)](/topic/bank-of-america) [NextDecade Corporation Common Stock (NEXT)](/topic/$next)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The winner of the LNG chicken game is not the strongest producer but the lowest-cost one. $LNG $2.8-$3.0/mmbtu $VG $2.4-$2.6/mmbtu US and European gas futures today indicate long-term offtake from US LNG terminals will remain profitable until the summer of 2027At that time contracts with $3/mn Btu liquefaction fees could surpass delivered LNG prices in northwest Europe https://t.co/w0z7zKM6Z5 https://t.co/gu9IqQGspO US and European gas futures today indicate long-term offtake from US LNG terminals will remain profitable until the summer of 2027At that time contracts with $3/mn Btu"  
[X Link](https://x.com/Ethan_0502/status/2003981004168646974)  2025-12-25T00:07Z [---] followers, [----] engagements


"Venture Global $VG Week ending Jan7 US total departing: [--] Plaquemines: [--] Calcasieu Pass: [--] HH price: $3.11 TTF price: $9.72 TTF-HH: $6.61"  
[X Link](https://x.com/Ethan_0502/status/2009394318122029300)  2026-01-08T22:38Z [---] followers, [----] engagements


"Middle East geopolitical risk has resurfaced with Qatars LNG exports to Europe fully exposed to the Strait of Hormuz. This has added upward pressure to TTF prices boosting the relative attractiveness of U.S. LNG and providing a tailwind for $VG"  
[X Link](https://x.com/Ethan_0502/status/2011204314526859546)  2026-01-13T22:30Z [---] followers, [----] engagements


"Venture Global $VG Week ending Jan15 US total departing: [--] Plaquemines: [--] Calcasieu Pass: [--] HH price: $3.12 TTF price: $10.22 TTF-HH: $7.10"  
[X Link](https://x.com/Ethan_0502/status/2011920892801028438)  2026-01-15T21:58Z [---] followers, [----] engagements


"$VG wins arbitration vs Spains Repsol over Calcasieu Pass LNG contracts. Another legal win as VG continues to defend its commercialization strategy amid buyer disputes. https://www.reuters.com/legal/litigation/venture-global-wins-arbitration-case-brought-by-spains-repsol-2026-01-21/ https://www.reuters.com/legal/litigation/venture-global-wins-arbitration-case-brought-by-spains-repsol-2026-01-21/"  
[X Link](https://x.com/Ethan_0502/status/2014107223983878219)  2026-01-21T22:45Z [---] followers, [----] engagements


"The outcomes of the remaining arbitration cases are easy to predict. $VG"  
[X Link](https://x.com/Ethan_0502/status/2014108814912487437)  2026-01-21T22:52Z [---] followers, [----] engagements


"👍 Venture Global reports a record high in cargo deliveries. $VG Week ending Jan21 US total departing: [--] Plaquemines: [--] Calcasieu Pass: [--] HH price: $4.98 TTF price: $12.4 TTF-HH: $7.42"  
[X Link](https://x.com/Ethan_0502/status/2014445838798610570)  2026-01-22T21:11Z [---] followers, [----] engagements


"$VG CP2 is asking FERC to waive the pre-filing process. This increases flexibility around Phase [--] first cargo and lowers regulatory uncertainty. https://www.federalregister.gov/documents/2026/01/22/2026-01147/venture-global-cp2-lng-llc-notice-of-application-establishing-intervention-deadline-and-waiver-of https://www.federalregister.gov/documents/2026/01/22/2026-01147/venture-global-cp2-lng-llc-notice-of-application-establishing-intervention-deadline-and-waiver-of"  
[X Link](https://x.com/Ethan_0502/status/2014453452840304941)  2026-01-22T21:41Z [---] followers, [----] engagements


"This abnormal spike in natural gas prices was driven by freeze-offs at gas drilling and production sites which disrupted output and led to a temporary supply decline. $VG And so it begins. Per todays early-cycle pipeline data I calculate that #natgas production will tumble by [---] BCF/d from Friday to [-----] BCF/d down [----] BCF/d vs last year for the first year-over-year decline in over a year. Expect additional weakness a temporary freeze-offs https://t.co/KcZ4VDJcbF And so it begins. Per todays early-cycle pipeline data I calculate that #natgas production will tumble by [---] BCF/d from Friday"  
[X Link](https://x.com/Ethan_0502/status/2015207440900591634)  2026-01-24T23:37Z [---] followers, [----] engagements


"Venture Iberia the 8th tanker in $VG fleet has just arrived at Plaquemines this morning"  
[X Link](https://x.com/Ethan_0502/status/2015210350841618464)  2026-01-24T23:49Z [---] followers, [----] engagements


"$VG First modular train is delivered. 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](https://x.com/Ethan_0502/status/2016166340814635249)  2026-01-27T15:08Z [---] followers, [----] engagements


"$VG price action is shaping a classic cup & handle"  
[X Link](https://x.com/Ethan_0502/status/2016322372798972073)  2026-01-28T01:28Z [---] followers, [----] engagements


"Henry Hub futures roll Venture Globals actual gas cost. $VG buys gas based on Henry Hub spot / daily (or monthly) physical index prices not futures roll prices"  
[X Link](https://x.com/Ethan_0502/status/2016434010952786329)  2026-01-28T08:51Z [---] followers, [----] engagements


"$VG Week ending Jan28 US total departing: [--] Plaquemines: [--] Calcasieu Pass: [--] HH price: $7.49 TTF price: $13.59 TTF-HH: $6.10"  
[X Link](https://x.com/Ethan_0502/status/2016973714370551975)  2026-01-29T20:36Z [---] followers, [----] engagements


"LNG2026 Sessions to Watch Venture Global $VG PL05 Exploring Europes Gas Future 🗓 Feb [--] 08:3009:30 (Qatar time) 📍 Conference Hall Baker Hughes 🗓 Feb [--] 09:3010:30 📍 Conference Hall 📝 Baker Hughes is supplying the CP2 train modules for Venture Global"  
[X Link](https://x.com/Ethan_0502/status/2018156320076304793)  2026-02-02T02:55Z [---] followers, [----] engagements


"$VG included significant milestone- and schedule-based incentives in its CP2 Phase [--] EPC contract with Worley. This suggests strong financial flexibility and a clear commitment to early and on-time project completion with meaningful bonuses tied to final completion milestones"  
[X Link](https://x.com/Ethan_0502/status/2018297056629260782)  2026-02-02T12:14Z [---] followers, [----] engagements


"$VG Week ending Fab [--] US total departing: [--] Plaquemines: [--] Calcasieu Pass: [--] HH price: $6.44 TTF price: $12.49 TTF-HH: $6.05"  
[X Link](https://x.com/Ethan_0502/status/2019541832179544126)  2026-02-05T22:41Z [---] followers, [---] engagements


"Global energy is entering a new era. Tomorrow Trump & MBS will witness Saudi Aramco signing two major long-term US LNG deals (2 MTPA): Woodside Energy Commonwealth LNG (Louisiana) Why it matters: Aramco plans to expand its LNG portfolio from [---] [--] MTPA by [----] securing supply diversification and global influence. The US is leveraging LNG exports to strengthen its energy dominance in both Europe and Asia. Europe: Greeces Vertical Corridor will channel US LNG directly to Ukraine (EUR 2B deal) this winter. Outcome: stabilizes Eastern Europe energy markets reduces dependence on Russian gas."  
[X Link](https://x.com/Ethan_0502/status/1990202024869413072)  2025-11-16T23:35Z [---] followers, [----] engagements


"Venture Global $VG Week ending Dec3 US total departing: [--] Plaquemine: [--] (record high) Calcasieu Pass: [--] HH price: $4.87 TTF price: $9.66 TTF/HH: [----] @LNG_Investor_ @VGDeepDive They had [--] last week of 6th. I originally thought we could see [--] last week but the last three cargos finished gas loading on the 19th and sailed from the berth on the 20th. Since DES counts the cargo when the cargo actually departs the berth those three will most likely be https://t.co/fuAKfgWhAL @LNG_Investor_ @VGDeepDive They had [--] last week of 6th. I originally thought we could see [--] last week but the last three"  
[X Link](https://x.com/Ethan_0502/status/1996725818719195170)  2025-12-04T23:38Z [---] followers, [----] engagements


"$VG Week ending Fab [--] US total departing: [--] Plaquemines: [--] Calcasieu Pass: [--] HH price: $3.25 TTF price: $11.61 TTF-HH: $8.36"  
[X Link](https://x.com/Ethan_0502/status/2022070837273337900)  2026-02-12T22:10Z [---] followers, [---] engagements


"Venture Global trimmed its [----] EBITDA guidance from $6.46.8B $6.356.5B citing a $111M liquefaction fee adjustment $37M cargo shift to Q126 and $42M arbitration reserve"  
[X Link](https://x.com/Ethan_0502/status/1987870957986590844)  2025-11-10T13:12Z [---] followers, [--] engagements


"$VG official : [--] of [--] liquefaction trains are now available to produce LNG while operating on temporary power"  
[X Link](https://x.com/Ethan_0502/status/1987873061874593923)  2025-11-10T13:20Z [---] followers, [----] engagements


"$vg official A couple of long-term SPA contracts remain to be signed within this year"  
[X Link](https://x.com/Ethan_0502/status/1987888162354671700)  2025-11-10T14:20Z [---] followers, [---] engagements


"Market just needed to digest the good news. $VG Venture Global LNG Q3 [----] Earnings Highlights: Explosive Growth Amid Challenges 🚀 - Revenue skyrocketed 260% YoY to $3.3B driven by Plaquemines ramp-up. - Net income flipped to $429M profit from $347M loss last year. - EPS missed at $0.16 vs. $0.53 forecast but stock surged 10.76% pre-market to $8.85 on investor optimism. - Adjusted EBITDA hit $1.5B up 439% YoY. - Secured $2B revolver facility & signed two new 20-year SPAs (1 MTPA with Naturgy [---] MTPA with Atlantic Sea LNG). - Updated [----] EBITDA guidance: $6.35B-$6.5B. - Projects on track:"  
[X Link](https://x.com/Ethan_0502/status/1987997333100118425)  2025-11-10T21:34Z [---] followers, [----] engagements


"$VG stated that the Plaquemines brownfield expansion does not require a separate FID as it leverages existing infrastructure from the current Plaquemines project. Because of this the additional LNG production from the expansion will be marketed through spot and short-term sales rather than new long-term SPAs. This was interpreted positively by investors as it implies: Lower upfront capital requirements and faster execution Greater flexibility to capture higher near-term LNG prices And no delay in monetizing output while maintaining financial discipline"  
[X Link](https://x.com/Ethan_0502/status/1988052376868266089)  2025-11-11T01:13Z [---] followers, [---] engagements


"$VG Venture Global CEO Mike Sabel said the company plans to sign additional 20-year SPAs for the CP2 LNG project by the end of this year signaling strong commercial momentum following Plaquemines Phase [--] progress. The next wave of long-term deals could further solidify VGs position as a major U.S. LNG exporter. https://lngprime.com/americas/venture-global-to-sign-additional-cp2-lng-deals-by-end-of-year-ceo-says/168515/ https://lngprime.com/americas/venture-global-to-sign-additional-cp2-lng-deals-by-end-of-year-ceo-says/168515/"  
[X Link](https://x.com/Ethan_0502/status/1988192924446953636)  2025-11-11T10:31Z [---] followers, [----] engagements


"$VG Venture Global signs 20-year LNG deal with Japans Mitsui Venture Global LNG has signed a 20-year liquefied natural gas (LNG) supply agreement with Japans Mitsui & Co. Under the deal Venture Global will supply [--] million tonnes per annum (MTPA) of LNG starting in [----]. Japan the worlds second-largest LNG importer is seeking stable and flexible long-term energy supply amid growing demand from data centers and industrial users. This marks Venture Globals third long-term LNG deal with Japanese buyers following previous agreements with JERA and INPEX. In total Venture Global has now secured"  
[X Link](https://x.com/Ethan_0502/status/1988388043775242667)  2025-11-11T23:27Z [---] followers, [----] engagements


"$VG Plaquemine is fully operational at this moment"  
[X Link](https://x.com/Ethan_0502/status/1988529070649344312)  2025-11-12T08:47Z [---] followers, [----] engagements


"### Key Differences Between Litigation and Arbitration **Finality & Appeal**: Litigation allows appeals. Arbitration decisions are final and binding with no appeals (except rare cases like fraud). If you are selling or sold $VG already have a deep breath and think one more time. https://www.reuters.com/sustainability/sustainable-finance-reporting/shell-challenges-venture-global-arbitration-decision-new-york-supreme-court-2025-11-11/ https://www.reuters.com/sustainability/sustainable-finance-reporting/shell-challenges-venture-global-arbitration-decision-new-york-supreme-court-2025-11-11/"  
[X Link](https://x.com/Ethan_0502/status/1988605989948706923)  2025-11-12T13:53Z [---] followers, [---] engagements


"Venture Global $VG Week ending Nov12 Total departing: [--] Plaquemine: [--] Calcasieu Pass: [--] HH price: $3.6 TTF price: $10.58 TTF/HH: 2.94"  
[X Link](https://x.com/Ethan_0502/status/1989104942486012258)  2025-11-13T22:55Z [---] followers, [----] engagements


"Jean Ann Salisbury at Bank of America reiterated a Buy rating on Venture Global $VG with a price target of $15"  
[X Link](https://x.com/Ethan_0502/status/1989314006645895316)  2025-11-14T12:46Z [---] followers, [----] engagements


"Shell was ordered by an ICC arbitration panel to pay $VG Venture Globals legal fees after losing their LNG supply dispute a decision that further weakens Shells challenge to the award currently pending before the New York Supreme Court and reinforces Venture Globals position. Venture Global said it will use the proceeds for coastal restoration along the Gulf of Mexico while the broader dispute similar to BPs recent billion-dollar win in a related case stems from Shells claim that Venture Global diverted long-term contract volumes to the spot market during the post-2022 price surge."  
[X Link](https://x.com/Ethan_0502/status/1989525993338618178)  2025-11-15T02:48Z [---] followers, [----] engagements


"I have never seen three LNG tankers berthed at the jetty at the same time. Phase [--] of Plaquemine is now fully operational. $VG"  
[X Link](https://x.com/Ethan_0502/status/1989528096824041658)  2025-11-15T02:57Z [---] followers, [----] engagements


"While Venture Global LNG has its own fleet [--] vessels including [--] charters are operational as of Nov [----]. The fleet will grow to [--] vessels in [----]. None of the other U.S. LNG companies have their own ships to deliver spot or short-term volumes. I am 200% sure there will be a shipping shortage within a few years. $VG already has a plan in place. Atlantic spot liquefied natural gas (#LNG) shipping rates continued to rise this week reaching $82750 per day. #lngprime @SparkCommo https://t.co/qhTH1ESpPr Atlantic spot liquefied natural gas (#LNG) shipping rates continued to rise this week reaching"  
[X Link](https://x.com/Ethan_0502/status/1989611347256942980)  2025-11-15T08:28Z [---] followers, [----] engagements


"$LNG announced that they will produce about [--] bcf/d by [----]. Currently they export around [--] bcf/d. Most LNG projects will ramp up production to three to four times current levels over the next few years. Will there be a sufficient number of ships to follow I strongly doubt it"  
[X Link](https://x.com/Ethan_0502/status/1989699538555474374)  2025-11-15T14:18Z [---] followers, [---] engagements


"@Clint44188955 They have the chaters. They are not their own. Huge difference between what $VG has. https://lngprime.com/americas/nextdecade-charters-two-dynagas-lng-carriers/86080/ https://lngprime.com/americas/nextdecade-charters-two-dynagas-lng-carriers/86080/"  
[X Link](https://x.com/Ethan_0502/status/1989761136145973758)  2025-11-15T18:23Z [---] followers, [---] engagements


"@collier_np And the $VG fleet"  
[X Link](https://x.com/Ethan_0502/status/1989762618660425878)  2025-11-15T18:29Z [---] followers, [---] engagements


"In this risk-laden environment Im convinced that Venture Global stands out as the strongest player in the U.S. LNG midstream space. Every U.S. LNG project now faces the same reality: they must secure FID approval and non-FTA export authorizations within the Trump [---] administration. And whether they succeed ultimately comes down to one thing speed. Looking across the U.S. LNG landscape no developer moves faster than Venture Global in obtaining FIDs and export permits. With its mini-train architecture and modular EPC strategy VG consistently achieves construction and COD timelines that other"  
[X Link](https://x.com/Ethan_0502/status/1989827913571770706)  2025-11-15T22:48Z [---] followers, [----] engagements


"Breaking down Venture Global's LNG portfolio as of 2025: From operational giants like Calcasieu Pass & Plaquemines to upcoming CP2/CP3 phases. $VG"  
[X Link](https://x.com/Ethan_0502/status/1989894397274853784)  2025-11-16T03:12Z [---] followers, [----] engagements


"Over the past few days Europes energy landscape is coming together like puzzle pieces. The starting point is Greeces long-term US LNG deal with Venture Global Greece already the Eastern Med LNG hub now secures stable US volumes to dominate supply to Southern Europe the Balkans and Eastern Europe. This links perfectly with the Vertical Corridor (the EUs key push): a northsouth pipeline from Greece Bulgaria Romania Hungary. US LNG flows deep into Eastern Europe with Ukraine as the final stop home to Europes largest UGS (31 Bcm #1 in Europe #3 globally). Zelenskyys Greece visit wasnt just"  
[X Link](https://x.com/Ethan_0502/status/1990034316269920277)  2025-11-16T12:28Z [---] followers, 15.3K engagements


"The Greek Vertical Gas Corridor currently operates with three capacity products: Route [--] Route [--] and Route [--]. Route [--] starts from the Revithoussa terminal near Athens. Its already packed with long-term contracts so almost no room for spot cargoes. Route [--] is tied to the TAP pipeline bringing Azerbaijani gas so its also dominated by long-term volumes with very little spot availability. Route [--] however starts from the Alexandroupolis FSRU in northern Greece and is completely optimized for winter spot trading: 46% discount on transmission tariffs plenty of free slots and fast processing. Its"  
[X Link](https://x.com/Ethan_0502/status/1990417525826540024)  2025-11-17T13:51Z [---] followers, [--] engagements


"The $VG brownfield design reuses existing jetty tanks and infrastructure making construction much faster and cheaper. The expansion doesnt require a separate FID so execution risk is minimal. The new trains are not tied to any long-term SPA contracts. This means Venture Global can sell the entire volume on spot and short-term markets turning the project into a major cash cow. https://www.tradingview.com/news/reuters.com2025:newsml_L1N3WT0XX:0-venture-global-wants-to-double-planned-capacity-of-plaquemines-lng-facility/"  
[X Link](https://x.com/Ethan_0502/status/1990568980059467978)  2025-11-17T23:53Z [---] followers, [----] engagements


"For US LNG to fully replace Russian gas in Europe these three things must happen: [--]. Price down (below [--] $/MMBtu) absolute top priority [--]. Inland pipeline upgrades (GermanyCzechia PolandSlovakia CroatiaHungary expansion) [--]. EU mandatory solidarity + funding (coastal landlocked mandatory supply + real execution of REPowerEU budget) Once #1 happens #2 and #3 will naturally follow"  
[X Link](https://x.com/Ethan_0502/status/1991191004054188377)  2025-11-19T17:05Z [---] followers, [--] engagements


"Venture Global $VG Week ending Nov19 Total departing: [--] Plaquemine: [--] Calcasieu Pass: [--] HH price: $3.96 TTF price: $10.59 TTF/HH: 2.69"  
[X Link](https://x.com/Ethan_0502/status/1991634454457315462)  2025-11-20T22:27Z [---] followers, [----] engagements


"The Natural Gas Export Expansion Act just cleared the House. The Senate already passed it 97-2 and presidential signature is a formality at this point. Game over. 100% done. Venture Globals real superpower is speed. Once FID is given modular trains roll out of the factory fully built get dropped on site hooked up and start spitting out LNG. What takes Cheniere 7-8 years Venture Global does in 3-4. This is the fastest LNG machine on the planet. But insane construction speed is useless if bureaucrats choke the permits. That last bottleneck just got obliterated with this bill. DOEs export review"  
[X Link](https://x.com/Ethan_0502/status/1991927358899757120)  2025-11-21T17:51Z [---] followers, [----] engagements


"Venture Cameron (9970583) is finally trackable. Venture Iberia (9970571) is ready for departure to be delivered to Venture Global $VG and Venture Cameron is scheduled for delivery in Q1 [----]. When the Venture Cameron joins the fleet $VG will own and operate [--] vessels including two chartered"  
[X Link](https://x.com/Ethan_0502/status/1991948026613813610)  2025-11-21T19:13Z [---] followers, [----] engagements


"1. Speed/cost doesnt matter feed gas is index-linked It absolutely does. $VG s CAPEX is $600700/tpa vs. peers $10001200/tpa. Thats a permanent $23/MMBtu lower breakeven. Structural edge that never goes away. [--]. Just riding temporary wide spreads They made $1015B since [----] paid back all CAPEX on CP and Plaq Phase [--] in under [--] years and took CP2 to FID with cash. Temporary or not they already banked the money. [--]. Theyre adding capacity and killing the spread themselves New volume hits [--------]. Market stays tight until then (Europe still short [---] bcm Asia growing). Every analyst sees deficit"  
[X Link](https://x.com/Ethan_0502/status/1991955158901866829)  2025-11-21T19:41Z [---] followers, [---] engagements


"I hope you can understand how $VG is literally 'printing money.' While competitors are still spending years building their liquefaction trains and waiting for regulatory approvals Venture Global is already selling LNG and cashing in. And as an adult you need to be able to acknowledge that people can have different opinions"  
[X Link](https://x.com/Ethan_0502/status/1991956480560672873)  2025-11-21T19:46Z [---] followers, [---] engagements


"@ShaleTier7 The $7.35/MMBtu youre quoting is the cash cost assuming the LNG company has to charter third-party vessels. Venture Global owns its own fleet so their all-in delivered cost to Asia should drop to at least $6.50/MMBtu or even lower"  
[X Link](https://x.com/Ethan_0502/status/1991962960382788075)  2025-11-21T20:12Z [---] followers, [---] engagements


"This guy is criticizing Venture Global without even bothering to check the most basic facts. He has no idea that the company fully owns its own fleet of LNG carriers has direct ownership in its own pipeline (the Blackfin project) effectively controls its own EPC process through its modular design and owner-furnished equipment and even holds equity stakes in regasification facilities. In short he has not done any real research at all and are simply cherry-picking negative points to attack the company"  
[X Link](https://x.com/Ethan_0502/status/1991977776073896234)  2025-11-21T21:11Z [---] followers, [--] engagements


"Bull and Bear for TTF/// Bull case is owning the tape right now If we actually get a proper cold winter $1415.5 is the base case $1718 fully in play Why Im long gamma into Dec: [--]. Real cold = storage 40% by spring (last year we exited at 60%. This year wind/solar is dogshit & gas-for-power already going ballistic) [--]. Russian transit dies Jan [--] 140-150k MMBtu/d gone overnight (thats [---] bcf/d for the Americans) [--]. 80%+ storage is fake comfort withdrawals started mid-Nov earliest in years Bear case (still there just not driving): [--]. US + Qatar trains keep vomiting cargoes [--]. China still asleep"  
[X Link](https://x.com/Ethan_0502/status/1992234730838749445)  2025-11-22T14:12Z [---] followers, [---] engagements


"In April [----] and July [----] CP2 entered into two SPAs for an additional [---] mtpa of LNG and increased the volumes sold under two existing SPAs by a combined [----] mtpa of LNG increasing the total mtpa contracted for sale from the CP2 Project under long term post-COD SPAs from [----] mtpa as of December [--] [----] to [----] mtpa of LNG as of September [--] [----]. - Q3 Report. I didnt realize they had increased volumes under the existing SPAs. [----] mtpa is almost like signing a new SPA. $VG"  
[X Link](https://x.com/Ethan_0502/status/1992547504177705414)  2025-11-23T10:55Z [---] followers, [----] engagements


"Plaquemines has already reached [--] cargos and another one(IMO 9892133) arrived this morning that isnt included in the chart. There will be 7+ cargos recorded this week. @LNG_Investor_ @VGDeepDive They had [--] last week of 6th. I originally thought we could see [--] last week but the last three cargos finished gas loading on the 19th and sailed from the berth on the 20th. Since DES counts the cargo when the cargo actually departs the berth those three will most likely be https://t.co/fuAKfgWhAL @LNG_Investor_ @VGDeepDive They had [--] last week of 6th. I originally thought we could see [--] last week but"  
[X Link](https://x.com/Ethan_0502/status/1993006149688602890)  2025-11-24T17:17Z [---] followers, [----] engagements


"Venture Global (VG) signed a 20-year LNG supply agreement (SPA) with Tokyo Gas. Under the deal $VG will supply [--] million metric tonnes per year of liquefied natural gas (LNG) to Tokyo Gas starting in [----]. This is $VG s fourth long-term contract with a Japanese company. In the past six months VG has finalized SPAs amounting to [----] million tonnes per annum. https://www.reuters.com/business/energy/venture-global-tokyo-gas-sign-20-year-lng-supply-deal-2025-11-26/ https://www.reuters.com/business/energy/venture-global-tokyo-gas-sign-20-year-lng-supply-deal-2025-11-26/"  
[X Link](https://x.com/Ethan_0502/status/1993475421619601876)  2025-11-26T00:22Z [---] followers, [----] engagements


"Venture global CP2 nameplate capacity = [--] MTPA with [-----] MTPA now under long-term SPAs $VG CP2 is almost sold out on a long-term basis"  
[X Link](https://x.com/Ethan_0502/status/1993668386811961553)  2025-11-26T13:09Z [---] followers, [----] engagements


"Please do the research NextDecade DOES NOT have their own ship. It is a charted one. VG has their own fleet. VG is the ONLY LNG inc that has own fleet. They have their own pipelines for feed gas. Also they are actively securing regasification capacity in Europe through long-term Terminal Use Agreements (TUA) rather than direct equity ownership. Plus they directly handle design procurement management oversight and start-up which means they are controlling EPC as well. Please do some research Canadian"  
[X Link](https://x.com/Ethan_0502/status/1993896310748086613)  2025-11-27T04:14Z [---] followers, [---] engagements


"Venture Global used to operate a simple upstream-to-FOB model: take feedgas at Henry Hub liquefy at its own plants sell LNG FOB to traders. Everything downstream like shipping European unloading regasification and final marketing was handled by Shell BP Trafigura and other portfolio players. As a result $VG captured only the liquefaction margin and left a meaningful portion of the downstream value to traders. In [----] the strategy shifted. $VG secured a major long-term capacity position at the UKs Isle of Grain LNG terminal: [--] Mtpa for [--] years starting [----] equivalent to roughly 5% of the UKs"  
[X Link](https://x.com/Ethan_0502/status/1994027021283021011)  2025-11-27T12:54Z [---] followers, [----] engagements


"Venture Globals ownership of its own LNG vessels becomes more profitable as the market tightens. When shipping rates surge: DES premiums increase Charter-out revenue increases $VG gains negotiation leverage with FOB customers by offering optionality $VG can control its own production and shipping schedule more efficiently So even while selling LNG on an FOB basis $VG can still maximize profits through transportation optionality. Over the last three months $VG s income from DS&S operations was $56M and it is 1/2 of Calcasieu Pass income for the same period. Will income from the DS&S increase"  
[X Link](https://x.com/Ethan_0502/status/1994052788717060584)  2025-11-27T14:36Z [---] followers, [----] engagements


"Venture Globals Calcasieu Pass clearly provides its long-term LNG customers with a much more attractive and competitive price than Chenieres Sabine Pass"  
[X Link](https://x.com/Ethan_0502/status/1994931969155817702)  2025-11-30T00:50Z [---] followers, [----] engagements


"Venture Global $VG announced a cash dividend of $0.017 per share for both Class A and Class B common stock. The dividend is payable on December [--] [----] to shareholders of record as of the close of business on December [--] [----]. https://www.stocktitan.net/news/VG/venture-global-inc-announces-record-date-for-cash-yslotusufztt.html https://www.stocktitan.net/news/VG/venture-global-inc-announces-record-date-for-cash-yslotusufztt.html"  
[X Link](https://x.com/Ethan_0502/status/1995627687805944301)  2025-12-01T22:54Z [---] followers, [----] engagements


"@DustinsDollars Now is really the time for him to buy"  
[X Link](https://x.com/Ethan_0502/status/1995669579138498705)  2025-12-02T01:41Z [---] followers, [---] engagements


"Ive been tracking the vessels calling at Plaquemines of $VG and Ive consistently observed three tankers at berth. This started to appear after the recent pre-COD operations for Phase [--] began"  
[X Link](https://x.com/Ethan_0502/status/1995834082346106983)  2025-12-02T12:35Z [---] followers, [----] engagements


"HH-TTF Spread looks insane"  
[X Link](https://x.com/Ethan_0502/status/1995836196988354684)  2025-12-02T12:43Z [---] followers, [----] engagements


"@OctavianSiiu I upload the export counts every Thursday and the figures are based on the EIA Natural Gas Weekly Report. There was no data last week because of Thanksgiving. https://x.com/ethan_0502/status/1991634454457315462s=46 Venture Global $VG Week ending Nov19 Total departing: [--] Plaquemine: [--] Calcasieu Pass: [--] HH price: $3.96 TTF price: $10.59 TTF/HH: [----] https://t.co/fJR7lk47ad https://x.com/ethan_0502/status/1991634454457315462s=46 Venture Global $VG Week ending Nov19 Total departing: [--] Plaquemine: [--] Calcasieu Pass: [--] HH price: $3.96 TTF price: $10.59 TTF/HH: 2.69"  
[X Link](https://x.com/Ethan_0502/status/1995847988162486305)  2025-12-02T13:30Z [---] followers, [---] engagements


"A key point people often miss when comparing Venture Global ( $VG) with Cheniere ( $LNG) is that the two companies never formed their capex under comparable conditions. VGs Calcasieu Pass generated more than twice its capex through spot sales even before COD whereas Cheniere does not operate or sell LNG prior to COD making any one-to-one comparison inherently invalid. Even in absolute terms VG builds far more cheaply. Sabine Pass Stage [--] which began EPC in [----] had a capex/mtpa of [----] while Calcasieu Pass came in at [----] in [----]. But [----] was a completely different environment COVID and"  
[X Link](https://x.com/Ethan_0502/status/1995867119171568050)  2025-12-02T14:46Z [---] followers, [----] engagements


"@Clint44188955 School didnt teach you to argue like this. Go back and learn how to debate properly"  
[X Link](https://x.com/Ethan_0502/status/1995886397744709944)  2025-12-02T16:02Z [---] followers, [---] engagements


"This reminds me of my last repost. AI data-center and industrial natural-gas demand arent the main drivers pushing Henry Hub higher but its LNG feedgas. U.S. LNG exports are hitting fresh all-time highs practically every other week. As a U.S. LNG midstream investor hoping for Henry Hub to fall first is contradictory. What we should really be praying for is more gas rigs. The real risk the market is completely missing right now [--]. Data center boom in the US massive domestic natural gas demand growth from 2026-2030 Henry Hub price inevitably rises ($56+ easily in sight) [--]. Meanwhile Europe TTF"  
[X Link](https://x.com/Ethan_0502/status/1995979219021824146)  2025-12-02T22:11Z [---] followers, [----] engagements


"@EssencefBitcoin Thats exactly what Im waiting to hear on the next earnings call. They really should have hedged their Henry Hub exposure"  
[X Link](https://x.com/Ethan_0502/status/1995996425587753024)  2025-12-02T23:20Z [---] followers, [--] engagements


"Nov26-Dec3 cargo delivery counts// Sabin Pass(30mtpa nameplate): [--] Plaquemines(20mtpa nameplate): [--] $VG is literally pulling out everything🤑 Ive been tracking the vessels calling at Plaquemines of $VG and Ive consistently observed three tankers at berth. This started to appear after the recent pre-COD operations for Phase [--] began. https://t.co/RenyPSywAw Ive been tracking the vessels calling at Plaquemines of $VG and Ive consistently observed three tankers at berth. This started to appear after the recent pre-COD operations for Phase [--] began. https://t.co/RenyPSywAw"  
[X Link](https://x.com/Ethan_0502/status/1996724297122070606)  2025-12-04T23:32Z [---] followers, [----] engagements


"$VG said in their Q3-2025 earnings call that as we head into winter TTF is basically flat while Henry Hub forwards keep moving higher which means the winter spread is getting compressed. VG used to be extremely sensitive to this spread. Just last quarter a $1/MMBtu move in the spread would swing EBITDA by about $230240 million. But this quarter that sensitivity basically collapsed. The reason is simple: VG has already pre-sold the vast majority of their Q4 cargoes under fixed liquefaction-fee contracts instead of exposing them to the spot market. Plaquemines alone has 84% of its Q4 cargoes"  
[X Link](https://x.com/Ethan_0502/status/1997637878579601723)  2025-12-07T12:02Z [---] followers, [----] engagements


"Atlantic-See is considering expanding its existing long-term LNG supply agreement with Venture Global ( $VG) as it seeks additional U.S. volumes to support re-export operations. https://www.bloomberg.com/news/articles/2025-12-08/greece-s-atlantic-seeks-more-us-lng-suppliers-for-re-export https://www.bloomberg.com/news/articles/2025-12-08/greece-s-atlantic-seeks-more-us-lng-suppliers-for-re-export"  
[X Link](https://x.com/Ethan_0502/status/1998002348917170553)  2025-12-08T12:10Z [---] followers, [----] engagements


"Venture Iberia $VG s 7th own vessel is now ready to be delivered. Now at Kitakyushu Japan for final gas trial"  
[X Link](https://x.com/Ethan_0502/status/1998030494412546197)  2025-12-08T14:02Z [---] followers, [----] engagements


"@tylermacro10 They already have 35+ mtpa under 20-year long-term contracts. People keep saying VG will go bankrupt as if the company is fully exposed to spot Henry Hub volatility. Those SPAs literally exist to prevent that scenario"  
[X Link](https://x.com/Ethan_0502/status/1998342049167278172)  2025-12-09T10:40Z [---] followers, [---] engagements


"@tylermacro10 Theres no disclosed figure for [----] interest expense. The only hard number today is the 7% [----] notes ($1.5B) which means a minimum of about $105M per year. Anything beyond that is just assumptions"  
[X Link](https://x.com/Ethan_0502/status/1998369587541495918)  2025-12-09T12:30Z [---] followers, [--] engagements


"@Cameron65827951 It takes 2-3yr to build a new tanker"  
[X Link](https://x.com/Ethan_0502/status/1998595163573334329)  2025-12-10T03:26Z [---] followers, [--] engagements


"Venture Global $VG Week ending Dec10 US total departing: 40(record high) Plaquemines: [--] Calcasieu Pass: [--] HH price: $4.61 TTF price: $9.24 TTF-HH: $4.63 I think the TTFHH spread has bottomed out. Today HH fell to [----] while TTF held steady and the spread widened again recovering back to the $5 level. https://twitter.com/i/web/status/1999238209793142943 https://twitter.com/i/web/status/1999238209793142943"  
[X Link](https://x.com/Ethan_0502/status/1999238209793142943)  2025-12-11T22:01Z [---] followers, [----] engagements


"A new one just departed Japan for Singapore and I think it will be delivered to VG by the end of this year. Atlantic LNG freight rates have climbed into the $130k$145k/day range marking some of the highest levels since early [----]. Hopefully well see strong numbers in the Q1 [----] earnings call"  
[X Link](https://x.com/Ethan_0502/status/1999240204079837496)  2025-12-11T22:09Z [---] followers, [--] engagements


"@DustinsDollars @quantradamus I smell a short squeeze"  
[X Link](https://x.com/Ethan_0502/status/1999629416083960194)  2025-12-12T23:56Z [---] followers, [--] engagements


"Reuters: US House passed a bill to fast-track natural gas pipeline permitting centralizing approvals under FERC and cutting delays tied to water certifications. This is about removing transport bottlenecks. For spot market LNG players like $VG cheaper & more stable Henry Hub is a structural tailwind post-COD. https://www.reuters.com/legal/litigation/us-house-passes-bill-fast-track-natural-gas-pipeline-permitting-2025-12-12/ https://www.reuters.com/legal/litigation/us-house-passes-bill-fast-track-natural-gas-pipeline-permitting-2025-12-12/"  
[X Link](https://x.com/Ethan_0502/status/2000003435144642692)  2025-12-14T00:42Z [---] followers, [----] engagements


"TTF-HH Spread back to $6 range $vg"  
[X Link](https://x.com/Ethan_0502/status/2007063214866215032)  2026-01-02T12:15Z [---] followers, [----] engagements


"$VG (Plaquemines only) on an FOB spot basis: Liquefaction $2 low shipping paid by buyer other opex $0.50.7. 👉 Cash-positive economics emerge around a $3 spread. Now we are at $6 range"  
[X Link](https://x.com/Ethan_0502/status/2007085200233414961)  2026-01-02T13:42Z [---] followers, [----] engagements


"$VG Plaquemines has [----] mtpa FERC-approved capacity with a pending uprate to [--] mtpa and a brownfield path to [--] mtpa. The uprate is the result of AI-driven optimization using operating data from Calcasieu Pass. https://lngprime.com/americas/venture-global-seeks-ok-to-boost-plaquemines-lng-capacity-to-35-mtpa/173339/ https://lngprime.com/americas/venture-global-seeks-ok-to-boost-plaquemines-lng-capacity-to-35-mtpa/173339/"  
[X Link](https://x.com/Ethan_0502/status/2007240084291236008)  2026-01-02T23:58Z [---] followers, [----] engagements


"@EdwinPJacques That estimate was before the new FERC request. Once approved capacity could reach around [--] mtpa. Plaquemines is already producing [--] mtpa with [--] trains across Phases [--] and [--] Given that Phase [--] will add [--] trains the brownfield expansion alone could deliver [--] mtpa at peak"  
[X Link](https://x.com/Ethan_0502/status/2007331493551776041)  2026-01-03T06:01Z [---] followers, [--] engagements


"Any meaningful impact from the Venezuela situation on $VG via LNG markets Curious to hear your thoughts"  
[X Link](https://x.com/Ethan_0502/status/2007752893672353944)  2026-01-04T09:56Z [---] followers, [----] engagements


"@RyanGoo26555724 It truly is. With Irans internal instability potential SaudiUAE frictions and the prolonged RussiaUkraine war geopolitical risk premia are rising. In that environment buyers increasingly value reliability over price and US LNG stands out as the most secure supply"  
[X Link](https://x.com/Ethan_0502/status/2007787393852866595)  2026-01-04T12:13Z [---] followers, [---] engagements


"2025 full-year $VG LNG cargo shipment consensus: [------] cargos Total delivered: [---] cargos"  
[X Link](https://x.com/Ethan_0502/status/2010699498448970168)  2026-01-12T13:04Z [---] followers, [----] engagements


"Venture Global $VG Week ending Dec17 US total departing: [--] Plaquemines: [--] Calcasieu Pass: [--] HH price: $3.67 TTF price: $9.37 TTF-HH: $5.70"  
[X Link](https://x.com/Ethan_0502/status/2001934052732137671)  2025-12-19T08:34Z [---] followers, [----] engagements


"TTF is back to $10/mmbtu Current TTF-HH: 10.23-3.2 = $7 range"  
[X Link](https://x.com/Ethan_0502/status/2010705412048248874)  2026-01-12T13:28Z [---] followers, [----] engagements


"Guess whos coming 👀 $VG"  
[X Link](https://x.com/Ethan_0502/status/2010707554742259861)  2026-01-12T13:36Z [---] followers, [----] engagements


"RT @LNG_Investor_: LNG glut is postponed as world discovers it gets cold during the winter"  
[X Link](https://x.com/Ethan_0502/status/2010712928430010447)  2026-01-12T13:58Z [---] followers, [--] engagements


"RT @SPGEnergyGas: 📊INFOGRAPHIC: EU grants final approval to end Russian gas #LNG imports 🔹#EU to phase out remaining flows by autumn 2027"  
[X Link](https://x.com/Ethan_0502/status/2016901565966430279)  2026-01-29T15:49Z [---] followers, [--] engagements


"@DrifterInverted Im 200% confident that $VG will reach $20 this year. The one thing Im truly hoping for isnt the arbitration outcome but the first cargo delivery from CP2 by Q1 or Q2 of 2027"  
[X Link](https://x.com/Ethan_0502/status/2014170216997978261)  2026-01-22T02:56Z [---] followers, [---] engagements


"@VGDeepDive Hearing from a reliable source that Venture Cameron (9th tanker of $VG fleet) will leave Geoje South Korea within the next two weeks for customer delivery"  
[X Link](https://x.com/Ethan_0502/status/2015262430772056391)  2026-01-25T03:16Z [---] followers, [---] engagements


"The real risk the market is completely missing right now [--]. Data center boom in the US massive domestic natural gas demand growth from 2026-2030 Henry Hub price inevitably rises ($56+ easily in sight) [--]. Meanwhile Europe TTF just hit a 16-month low (Nov [--] 2025: Platts Dutch TTF 33/MWh $9.8/MMBtu) [--]. HH + TTF = spot LNG margins get crushed Venture Global and other spot-heavy players take a direct profitability hit [--]. The biggest risk: political intervention When U.S. voters are paying higher winter heating bills while LNG is being shipped to Europe at a loss the backlash will be brutal. No"  
[X Link](https://x.com/Ethan_0502/status/1989677017525350731)  2025-11-15T12:49Z [---] followers, 64.2K engagements


"Things Ive missed in the latest $VG data: TBtu per cargo is rising (3.71 3.74). Same cargo. Less energy lost. More energy delivered. Two key drivers: Lower BOG losses as tanks and loading stabilize Higher HHV from optimized gas blending"  
[X Link](https://x.com/Ethan_0502/status/2011945402095059367)  2026-01-15T23:35Z [---] followers, [----] engagements


"$VG LNG carriers use Samsung Heavy Industries X-Reli system. ABS-validated (1:1 real-ship testing) re-liquefaction allows BOG to be returned to cargo supporting higher cargoes per vessel QoQ. https://ww2.eagle.org/en/news/press-room/abs-awards-aip-to-samsung-heavy-industries-lng-re-liquefaction-advance.html Things Ive missed in the latest $VG data: TBtu per cargo is rising (3.71 3.74). Same cargo. Less energy lost. More energy delivered. Two key drivers: Lower BOG losses as tanks and loading stabilize Higher HHV from optimized gas blending https://t.co/Mxmg7IRJHw"  
[X Link](https://x.com/Ethan_0502/status/2012002653954588785)  2026-01-16T03:23Z [---] followers, [----] engagements


"RT @SStapczynski: EUROPEAN GAS PRICES SURGE TO 8-MONTH HIGH 📈⚠ 🥶 Dutch TTF futures jumped more than 10% on Friday amid an outlook for"  
[X Link](https://x.com/anyuser/status/2012261789791350869)  2026-01-16T20:32Z [---] followers, [---] engagements


"EU LNG & Nat gas inventory decline rapidly The EU picked a hell of a winter to reduce gas inventory requirements. https://t.co/57Bh5eoixJ The EU picked a hell of a winter to reduce gas inventory requirements. https://t.co/57Bh5eoixJ"  
[X Link](https://x.com/Ethan_0502/status/2013098109111619946)  2026-01-19T03:56Z [---] followers, [---] engagements


"RT @PipelineFlows: US LNG Feed Gas Cut Amidst Winter Storm US LNG operators have begun to cut operations ahead of the winter storm with o"  
[X Link](https://x.com/anyuser/status/2015203383804928123)  2026-01-24T23:21Z [---] followers, [--] engagements


"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 [--] LNG cargoes per week a figure that is expected to roughly double in the near term. Woah LNG exports are firing on all cylinders. After holding strong at a record [----] BCF/d yesterday todays preliminary early-cycle volumes will surge to [----] BCF/d up +5.0 BCF/d vs [----] & an impressive 95% demonstrated capacity. In"  
[X Link](https://x.com/Ethan_0502/status/1987635406830289390)  2025-11-09T21:36Z [---] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing