[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Ethan_0502 Gulf2Med Gulf2Med posts on X about $vg, longterm, gas, $1mmbtu the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1758168402185895937/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +212% ### Mentions: X [#](/creator/twitter::1758168402185895937/posts_active)  - X Month XX +30% ### Followers: XXX [#](/creator/twitter::1758168402185895937/followers)  - X Week XXX +12% - X Month XXX +385% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1758168402185895937/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [travel destinations](/list/travel-destinations) [stocks](/list/stocks) **Social topic influence** [$vg](/topic/$vg) #29, [longterm](/topic/longterm), [gas](/topic/gas), [$1mmbtu](/topic/$1mmbtu), [japan](/topic/japan), [tokyo](/topic/tokyo), [$9531t](/topic/$9531t), [year of](/topic/year-of), [shell](/topic/shell), [dividend](/topic/dividend) **Top accounts mentioned or mentioned by** [@essencefbitcoin](/creator/undefined) [@vgdeepdive](/creator/undefined) [@p10resource](/creator/undefined) [@clint44188955](/creator/undefined) [@dustinsdollars](/creator/undefined) [@lnginvestor](/creator/undefined) [@tylermacro10](/creator/undefined) [@cameron65827951](/creator/undefined) [@michael42414180](/creator/undefined) [@augusthomo](/creator/undefined) [@suicide95518428](/creator/undefined) [@thestoneddaily](/creator/undefined) [@watcherguru](/creator/undefined) [@sparkcommo](/creator/undefined) [@colliernp](/creator/undefined) [@shaletier7](/creator/undefined) [@octaviansiiu](/creator/undefined) [@realmattmoney](/creator/undefined) [@jedivol](/creator/undefined) [@rodoro16](/creator/undefined) **Top assets mentioned** [Vonage Holdings Corporation (VG)](/topic/$vg) [Cheniere Energy, Inc. (LNG)](/topic/$lng) ### Top Social Posts Top posts by engagements in the last XX hours "$VG said in their Q3-2025 earnings call that as we head into winter TTF is basically flat while Henry Hub forwards keep moving higher which means the winter spread is getting compressed. VG used to be extremely sensitive to this spread. Just last quarter a $1/MMBtu move in the spread would swing EBITDA by about $230240 million. But this quarter that sensitivity basically collapsed. The reason is simple: VG has already pre-sold the vast majority of their Q4 cargoes under fixed liquefaction-fee contracts instead of exposing them to the spot market. Plaquemines alone has XX% of its Q4 cargoes" [X Link](https://x.com/Ethan_0502/status/1997637878579601723) 2025-12-07T12:02Z XXX followers, 3936 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 XXX followers, 2424 engagements "Venture Global (VG) signed a 20-year LNG supply agreement (SPA) with Tokyo Gas. Under the deal $VG will supply X million metric tonnes per year of liquefied natural gas (LNG) to Tokyo Gas starting in 2030. This is $VG s fourth long-term contract with a Japanese company. In the past six months VG has finalized SPAs amounting to XXXX million tonnes per annum" [X Link](https://x.com/Ethan_0502/status/1993475421619601876) 2025-11-26T00:22Z XXX followers, 2317 engagements "Venture global CP2 nameplate capacity = XX MTPA with XXXXX 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 XXX followers, 2866 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 2024 the strategy shifted. $VG secured a major long-term capacity position at the UKs Isle of Grain LNG terminal: X Mtpa for XX years starting 2029 equivalent to roughly X% of the UKs" [X Link](https://x.com/Ethan_0502/status/1994027021283021011) 2025-11-27T12:54Z XXX followers, 2997 engagements "Venture Global $VG announced a cash dividend of $XXXXX per share for both Class A and Class B common stock. The dividend is payable on December XX 2025 to shareholders of record as of the close of business on December XX 2025" [X Link](https://x.com/Ethan_0502/status/1995627687805944301) 2025-12-01T22:54Z XXX followers, 2447 engagements "HH-TTF Spread looks insane" [X Link](https://x.com/Ethan_0502/status/1995836196988354684) 2025-12-02T12:43Z XXX followers, 3129 engagements "A key point people often miss when comparing Venture Global ( $VG) with Cheniere ( $LNG) is that the two companies never formed their capex under comparable conditions. VGs Calcasieu Pass generated more than twice its capex through spot sales even before COD whereas Cheniere does not operate or sell LNG prior to COD making any one-to-one comparison inherently invalid. Even in absolute terms VG builds far more cheaply. Sabine Pass Stage X which began EPC in 2012 had a capex/mtpa of XXXX while Calcasieu Pass came in at XXXX in 2019. But 2019 was a completely different environment COVID and" [X Link](https://x.com/Ethan_0502/status/1995867119171568050) 2025-12-02T14:46Z XXX followers, 4464 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" [X Link](https://x.com/Ethan_0502/status/1995979219021824146) 2025-12-02T22:11Z XXX followers, 2625 engagements "Nov26-Dec3 cargo delivery counts// Sabin Pass(30mtpa nameplate): X Plaquemines(20mtpa nameplate): X $VG is literally pulling out everything🤑" [X Link](https://x.com/Ethan_0502/status/1996724297122070606) 2025-12-04T23:32Z XXX followers, 1097 engagements "Atlantic-See is considering expanding its existing long-term LNG supply agreement with Venture Global ( $VG) as it seeks additional U.S. volumes to support re-export operations" [X Link](https://x.com/Ethan_0502/status/1998002348917170553) 2025-12-08T12:10Z XXX followers, 1570 engagements "@tylermacro10 Theres no disclosed figure for 2030 interest expense. The only hard number today is the X% 2030 notes ($1.5B) which means a minimum of about $105M per year. Anything beyond that is just assumptions" [X Link](https://x.com/Ethan_0502/status/1998369587541495918) 2025-12-09T12:30Z XXX followers, XX engagements "Ive been tracking the vessels calling at Plaquemines of $VG and Ive consistently observed three tankers at berth. This started to appear after the recent pre-COD operations for Phase X began" [X Link](https://x.com/Ethan_0502/status/1995834082346106983) 2025-12-02T12:35Z XXX followers, 4165 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 XXX followers, XXX engagements "@Cameron65827951 It takes 2-3yr to build a new tanker" [X Link](https://x.com/Ethan_0502/status/1998595163573334329) 2025-12-10T03:26Z XXX followers, XX engagements
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@Ethan_0502 Gulf2Med
Gulf2Med posts on X about $vg, longterm, gas, $1mmbtu the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +212%
Mentions: X #
- X Month XX +30%
Followers: XXX #
- X Week XXX +12%
- X Month XXX +385%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance countries travel destinations stocks
Social topic influence $vg #29, longterm, gas, $1mmbtu, japan, tokyo, $9531t, year of, shell, dividend
Top accounts mentioned or mentioned by @essencefbitcoin @vgdeepdive @p10resource @clint44188955 @dustinsdollars @lnginvestor @tylermacro10 @cameron65827951 @michael42414180 @augusthomo @suicide95518428 @thestoneddaily @watcherguru @sparkcommo @colliernp @shaletier7 @octaviansiiu @realmattmoney @jedivol @rodoro16
Top assets mentioned Vonage Holdings Corporation (VG) Cheniere Energy, Inc. (LNG)
Top Social Posts
Top posts by engagements in the last XX hours
"$VG said in their Q3-2025 earnings call that as we head into winter TTF is basically flat while Henry Hub forwards keep moving higher which means the winter spread is getting compressed. VG used to be extremely sensitive to this spread. Just last quarter a $1/MMBtu move in the spread would swing EBITDA by about $230240 million. But this quarter that sensitivity basically collapsed. The reason is simple: VG has already pre-sold the vast majority of their Q4 cargoes under fixed liquefaction-fee contracts instead of exposing them to the spot market. Plaquemines alone has XX% of its Q4 cargoes"
X Link 2025-12-07T12:02Z XXX followers, 3936 engagements
"Venture Iberia $VG s 7th own vessel is now ready to be delivered. Now at Kitakyushu Japan for final gas trial"
X Link 2025-12-08T14:02Z XXX followers, 2424 engagements
"Venture Global (VG) signed a 20-year LNG supply agreement (SPA) with Tokyo Gas. Under the deal $VG will supply X million metric tonnes per year of liquefied natural gas (LNG) to Tokyo Gas starting in 2030. This is $VG s fourth long-term contract with a Japanese company. In the past six months VG has finalized SPAs amounting to XXXX million tonnes per annum"
X Link 2025-11-26T00:22Z XXX followers, 2317 engagements
"Venture global CP2 nameplate capacity = XX MTPA with XXXXX MTPA now under long-term SPAs $VG CP2 is almost sold out on a long-term basis"
X Link 2025-11-26T13:09Z XXX followers, 2866 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 2024 the strategy shifted. $VG secured a major long-term capacity position at the UKs Isle of Grain LNG terminal: X Mtpa for XX years starting 2029 equivalent to roughly X% of the UKs"
X Link 2025-11-27T12:54Z XXX followers, 2997 engagements
"Venture Global $VG announced a cash dividend of $XXXXX per share for both Class A and Class B common stock. The dividend is payable on December XX 2025 to shareholders of record as of the close of business on December XX 2025"
X Link 2025-12-01T22:54Z XXX followers, 2447 engagements
"HH-TTF Spread looks insane"
X Link 2025-12-02T12:43Z XXX followers, 3129 engagements
"A key point people often miss when comparing Venture Global ( $VG) with Cheniere ( $LNG) is that the two companies never formed their capex under comparable conditions. VGs Calcasieu Pass generated more than twice its capex through spot sales even before COD whereas Cheniere does not operate or sell LNG prior to COD making any one-to-one comparison inherently invalid. Even in absolute terms VG builds far more cheaply. Sabine Pass Stage X which began EPC in 2012 had a capex/mtpa of XXXX while Calcasieu Pass came in at XXXX in 2019. But 2019 was a completely different environment COVID and"
X Link 2025-12-02T14:46Z XXX followers, 4464 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"
X Link 2025-12-02T22:11Z XXX followers, 2625 engagements
"Nov26-Dec3 cargo delivery counts// Sabin Pass(30mtpa nameplate): X Plaquemines(20mtpa nameplate): X $VG is literally pulling out everything🤑"
X Link 2025-12-04T23:32Z XXX followers, 1097 engagements
"Atlantic-See is considering expanding its existing long-term LNG supply agreement with Venture Global ( $VG) as it seeks additional U.S. volumes to support re-export operations"
X Link 2025-12-08T12:10Z XXX followers, 1570 engagements
"@tylermacro10 Theres no disclosed figure for 2030 interest expense. The only hard number today is the X% 2030 notes ($1.5B) which means a minimum of about $105M per year. Anything beyond that is just assumptions"
X Link 2025-12-09T12:30Z XXX followers, XX engagements
"Ive been tracking the vessels calling at Plaquemines of $VG and Ive consistently observed three tankers at berth. This started to appear after the recent pre-COD operations for Phase X began"
X Link 2025-12-02T12:35Z XXX followers, 4165 engagements
"@tylermacro10 They already have 35+ mtpa under 20-year long-term contracts. People keep saying VG will go bankrupt as if the company is fully exposed to spot Henry Hub volatility. Those SPAs literally exist to prevent that scenario"
X Link 2025-12-09T10:40Z XXX followers, XXX engagements
"@Cameron65827951 It takes 2-3yr to build a new tanker"
X Link 2025-12-10T03:26Z XXX followers, XX engagements