# ![@LNG_Investor_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1640054058684743680.png) @LNG_Investor_ LNG Investor

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

### Engagements: [---] [#](/creator/twitter::1640054058684743680/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1640054058684743680/c:line/m:interactions.svg)

- [--] Week [------] -47%
- [--] Month [-------] -23%
- [--] Months [---------] +30%
- [--] Year [---------] +171%

### Mentions: [--] [#](/creator/twitter::1640054058684743680/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1640054058684743680/c:line/m:posts_active.svg)

- [--] Week [--] -74%
- [--] Month [---] +8.90%
- [--] Months [---] +55%
- [--] Year [---] +174%

### Followers: [-----] [#](/creator/twitter::1640054058684743680/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1640054058684743680/c:line/m:followers.svg)

- [--] Week [-----] +0.26%
- [--] Month [-----] +1.90%
- [--] Months [-----] +19%
- [--] Year [-----] +50%

### CreatorRank: [---------] [#](/creator/twitter::1640054058684743680/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1640054058684743680/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  97.14% [stocks](/list/stocks)  33.33% [countries](/list/countries)  8.57% [cryptocurrencies](/list/cryptocurrencies)  7.62% [financial services](/list/financial-services)  1.9% [vc firms](/list/vc-firms)  1.9% [technology brands](/list/technology-brands)  0.95%

**Social topic influence**
[$vg](/topic/$vg) #83, [$lng](/topic/$lng) #7, [in the](/topic/in-the) 7.62%, [$next](/topic/$next) #10, [gas](/topic/gas) 6.67%, [target](/topic/target) 5.71%, [$nfe](/topic/$nfe) 5.71%, [investment](/topic/investment) 5.71%, [ceo](/topic/ceo) 4.76%, [the project](/topic/the-project) 4.76%

**Top accounts mentioned or mentioned by**
[@bioinvestor24](/creator/undefined) [@vgdeepdive](/creator/undefined) [@doctorsalomon](/creator/undefined) [@dustinsdollars](/creator/undefined) [@timcarmichael3](/creator/undefined) [@negligiblecap](/creator/undefined) [@nsundar79](/creator/undefined) [@whitecoatmafia](/creator/undefined) [@troutandchar](/creator/undefined) [@charlielima28](/creator/undefined) [@alwayslearni](/creator/undefined) [@a16z](/creator/undefined) [@kjetilseksekris](/creator/undefined) [@gothamresearch](/creator/undefined) [@matthewsigel](/creator/undefined) [@bowtieddetektiv](/creator/undefined) [@johnkrichards](/creator/undefined) [@wimalsamara](/creator/undefined) [@deitaone](/creator/undefined) [@doepkemichel](/creator/undefined)

**Top assets mentioned**
[Venture Global, Inc (VG)](/topic/$vg) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [NextDecade Corporation Common Stock (NEXT)](/topic/$next) [Edu3Labs (NFE)](/topic/$nfe) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Golar LNG Ltd (GLNG)](/topic/$glng) [Williams Companies Inc (WMB)](/topic/$wmb) [Energy Transfer, LP. (ET)](/topic/$et) [Southwestern Energy, Co. (SWN)](/topic/$swn) [Morgan Stanley (MS)](/topic/morgan-stanley) [Microsoft Corp. (MSFT)](/topic/microsoft) [TeraWulf Inc. (WULF)](/topic/$wulf) [Mizuho Financial Group, Inc. (MFG)](/topic/mizuho-financial) [Bank of America (BAC)](/topic/bank-of-america) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Accelerant Holdings (ARX)](/topic/$arx) [Crestwood Equity Partners LP (CEQP)](/topic/$ceqp) [Occidental Petroleum Corporation (OXY)](/topic/occidental-petroleum) [Gulfport Energy Corporation (GPOR)](/topic/$gpor) [Exxon Mobil (XOM)](/topic/exxon-mobil) [Comstock Resources, Inc. (CRK)](/topic/$crk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Woodside Energy: LNG Can Displace Higher Emissions Coal $WDS"  
[X Link](https://x.com/LNG_Investor_/status/1986063989852242107)  2025-11-05T13:32Z [----] followers, [----] engagements


"UBS Cuts Venture Global Price Target from $18 to $16 $VG"  
[X Link](https://x.com/LNG_Investor_/status/2014354813614510142)  2026-01-22T15:09Z [----] followers, [----] engagements


"Venture Global downgraded to Neutral from Overweight at JPMorgan. PT reduced to $10 The firm says the earnings revisions highlight VGs high sensitivity to short-term pricing a dynamic it sees continuing and near term supply additions increase the price uncertainty for LNG $VG"  
[X Link](https://x.com/LNG_Investor_/status/2016226463142350933)  2026-01-27T19:07Z [----] followers, [----] engagements


"Jefferies cut its price target on Cheniere Energy to $251 from $290. The firm said investors are "universally bearish" on the company's outlook yet it remains "constructive" on the stock even with volatility likely in the near term. $LNG"  
[X Link](https://x.com/LNG_Investor_/status/2017310806606541057)  2026-01-30T18:55Z [----] followers, [----] engagements


"@VGDeepDive"  
[X Link](https://x.com/LNG_Investor_/status/2021542666203459766)  2026-02-11T11:11Z [----] followers, [---] engagements


"TotalEnergies seeks clarity on EU ban on Russian LNG says CEO "It appears a European company cannot market Russian LNG which we did not initially anticipate" Pouyanne told an analyst briefing https://www.reuters.com/business/energy/totalenergies-seeks-clarity-eu-ban-russian-lng-says-ceo-2026-02-11/ https://www.reuters.com/business/energy/totalenergies-seeks-clarity-eu-ban-russian-lng-says-ceo-2026-02-11/"  
[X Link](https://x.com/LNG_Investor_/status/2021650526186660327)  2026-02-11T18:20Z [----] followers, [----] engagements


"Like clockwork. Thanks Jimmy. $LNG Jim Cramer just recommended against buying Cheniere Energy. The coast is clear. Im buying $LNG Jim Cramer just recommended against buying Cheniere Energy. The coast is clear. Im buying $LNG"  
[X Link](https://x.com/LNG_Investor_/status/2008991365968118007)  2026-01-07T19:57Z [----] followers, [----] engagements


"Wolfe Research Upgrades Cheniere LNG to Outperform with $220 Price Target $LNG"  
[X Link](https://x.com/LNG_Investor_/status/2011461581113352318)  2026-01-14T15:33Z [----] followers, [---] engagements


"$NFE Credit Default Swap holders to get $77 Million Payout after a recent default"  
[X Link](https://x.com/LNG_Investor_/status/2011537634212872539)  2026-01-14T20:35Z [----] followers, [----] engagements


"Venture Global: Far Too Expensive After The COD Pay Cut $VG Venture Global is a SELL due to an impending earnings cliff post [----] as high margin pre-COD sales end. Litigation risk persist. https://seekingalpha.com/article/4858778-venture-global-far-too-expensive-after-the-cod-pay-cut https://seekingalpha.com/article/4858778-venture-global-far-too-expensive-after-the-cod-pay-cut"  
[X Link](https://x.com/LNG_Investor_/status/2011551136466022526)  2026-01-14T21:28Z [----] followers, [----] engagements


"@WimalSamara 100% through April 2025"  
[X Link](https://x.com/LNG_Investor_/status/2011618209141809166)  2026-01-15T01:55Z [----] followers, [---] engagements


"Im interested to see market reactions to the $VG arbitration win against Repsol. Its the lowest nominal claim at around 6% of the outstanding. The magnitude of the move should tell us if the market believes the rest of the claims will have similar outcomes"  
[X Link](https://x.com/LNG_Investor_/status/2014329934466974074)  2026-01-22T13:30Z [----] followers, [----] engagements


"@Doctor_Salomon @WhiteCoatMafia @bioinvestor24 Pretty simple to me. $VKTX. Appears to stand out"  
[X Link](https://x.com/LNG_Investor_/status/2016125258722357644)  2026-01-27T12:24Z [----] followers, [----] engagements


"@DeItaone This says more about Morgan Stanley than it does Microsoft"  
[X Link](https://x.com/LNG_Investor_/status/2016856681070616840)  2026-01-29T12:51Z [----] followers, [---] engagements


"Exxon CEO says expects first LNG at Golden Pass LNG in March"  
[X Link](https://x.com/LNG_Investor_/status/2017260531934024006)  2026-01-30T15:36Z [----] followers, [----] engagements


"@doepke_michel Relevant article. https://www.axios.com/pro/biotech-deals/2026/01/30/structure-therapeutics-pharmas-next-buyout-glp1 https://www.axios.com/pro/biotech-deals/2026/01/30/structure-therapeutics-pharmas-next-buyout-glp1"  
[X Link](https://x.com/LNG_Investor_/status/2017712649975234852)  2026-01-31T21:32Z [----] followers, [---] engagements


"@bioinvestor24 Whats the laymans takeaway Adding amylin shows a minor weight loss response but increases AEs and GLP/GIP beats GLP/Amylin on efficacy tolerability and cardiovascular outcomes Thanks for your views"  
[X Link](https://x.com/LNG_Investor_/status/2018374171038773290)  2026-02-02T17:21Z [----] followers, [---] engagements


"@rn_flex @bioinvestor24 Very helpful So to me theres a little too much hype around the Amylin combo as next generation when it cant outperform GLP/GIP. If true Pfizer overpaid for Metsera and Cagrisema is a disappointment. Fair"  
[X Link](https://x.com/LNG_Investor_/status/2018379455576637469)  2026-02-02T17:42Z [----] followers, [---] engagements


"@CharlieLima28 😳"  
[X Link](https://x.com/LNG_Investor_/status/2018471689500405979)  2026-02-02T23:48Z [----] followers, [--] engagements


"Trafigura CEO Says LNG Projects Need New Financing Playbook I feel sorry for LNG projects in the US Holtum said on a panel. They would only get bank financing when they show that theyve sold 80%-90% of their volume on long-term projects. https://www.bloomberg.com/news/articles/2026-02-04/trafigura-ceo-says-lng-projects-need-new-financing-playbook https://www.bloomberg.com/news/articles/2026-02-04/trafigura-ceo-says-lng-projects-need-new-financing-playbook"  
[X Link](https://x.com/LNG_Investor_/status/2019026716761460949)  2026-02-04T12:34Z [----] followers, [----] engagements


"@TimCarmichael3 Plenty of catalysts ahead for $VKTX to help that value unlock"  
[X Link](https://x.com/LNG_Investor_/status/2019398267583492571)  2026-02-05T13:10Z [----] followers, [----] engagements


"@troutandchar @TimCarmichael3"  
[X Link](https://x.com/LNG_Investor_/status/2019415133995561299)  2026-02-05T14:17Z [----] followers, [---] engagements


"@cloud_walker200 @bioinvestor24 🎯 and ABBV is facing some not insignificant LOEs"  
[X Link](https://x.com/LNG_Investor_/status/2019453726663069799)  2026-02-05T16:51Z [----] followers, [--] engagements


"BESSENT: IF TRUMP WINS IRS SUIT $10B WOULD COME FROM TAXPAYERS BESSENT: IF TRUMP WINS IRS SUIT $10B WOULD COME FROM TAXPAYERS"  
[X Link](https://x.com/LNG_Investor_/status/2019470639682191579)  2026-02-05T17:58Z [----] followers, [---] engagements


"@negligible_cap Bro its hedging risk"  
[X Link](https://x.com/LNG_Investor_/status/2019743996948463989)  2026-02-06T12:04Z [----] followers, [---] engagements


"Exclusive: Japan's Mitsui close to buying stake in Qatar LNG project sources say https://www.reuters.com/sustainability/boards-policy-regulation/japans-mitsui-close-stake-qatar-lng-project-sources-say-2026-02-06/ https://www.reuters.com/sustainability/boards-policy-regulation/japans-mitsui-close-stake-qatar-lng-project-sources-say-2026-02-06/"  
[X Link](https://x.com/LNG_Investor_/status/2019754653055963361)  2026-02-06T12:46Z [----] followers, [----] engagements


"@alwayslearni @a16z Whats the context"  
[X Link](https://x.com/LNG_Investor_/status/2019757322445160735)  2026-02-06T12:57Z [----] followers, [--] engagements


"@WallStSai @bioinvestor24 More demand and less undercutting on pricing which is easy to do when you rip companies off and skirt proper practices"  
[X Link](https://x.com/LNG_Investor_/status/2019916539537899670)  2026-02-06T23:30Z [----] followers, [--] engagements


"@nsundar79 Gotta be quicker than that 😉 @JamieHeard5 Qatar delays will eventually become the story. @JamieHeard5 Qatar delays will eventually become the story"  
[X Link](https://x.com/LNG_Investor_/status/2021264807500898754)  2026-02-10T16:47Z [----] followers, [--] engagements


"Woodside and PETRONAS Strengthen Partnership with [--] mtpa [--] Year LNG Supply Agreement $WDS"  
[X Link](https://x.com/LNG_Investor_/status/1965715726603583696)  2025-09-10T09:55Z [----] followers, [----] engagements


"Jim Cramer just recommended against buying Cheniere Energy. The coast is clear. Im buying $LNG"  
[X Link](https://x.com/LNG_Investor_/status/2008677472058175884)  2026-01-06T23:10Z [----] followers, [----] engagements


"New Fortress Seeks to Push Debt Deadline as Restructuring Looms If $NFE cant secure an extension debt holders can accelerate payments and push them into bankruptcy. https://www.bloomberg.com/news/articles/2026-01-08/new-fortress-seeks-to-push-debt-deadline-as-restructuring-looms https://www.bloomberg.com/news/articles/2026-01-08/new-fortress-seeks-to-push-debt-deadline-as-restructuring-looms"  
[X Link](https://x.com/LNG_Investor_/status/2009652842341019736)  2026-01-09T15:45Z [----] followers, [----] engagements


"XRG to increase stake in Rio Grande LNG $NEXT XRG to acquire a 7.6% stake in Trains [--] and [--] of Rio Grande LNG project one of the world's largest LNG export facilities New investment builds on XRG's initial 11.7% stake in Phase [--] of the project https://www.zawya.com/en/press-release/companies-news/xrg-to-increase-stake-in-rio-grande-lng-xid476rn https://www.zawya.com/en/press-release/companies-news/xrg-to-increase-stake-in-rio-grande-lng-xid476rn"  
[X Link](https://x.com/LNG_Investor_/status/2015780672208543941)  2026-01-26T13:35Z [----] followers, [----] engagements


"Strategic investors have and are purchasing stakes in this project for prices above the public marketssomething to think about $NEXT at $5.20 or $1.4B MC XRG to increase stake in Rio Grande LNG $NEXT XRG to acquire a 7.6% stake in Trains [--] and [--] of Rio Grande LNG project one of the world's largest LNG export facilities New investment builds on XRG's initial 11.7% stake in Phase [--] of the project https://t.co/c0gvlZAvKx XRG to increase stake in Rio Grande LNG $NEXT XRG to acquire a 7.6% stake in Trains [--] and [--] of Rio Grande LNG project one of the world's largest LNG export facilities New"  
[X Link](https://x.com/LNG_Investor_/status/2015800042955686021)  2026-01-26T14:52Z [----] followers, [----] engagements


"Wes Edens NFE in Talks With Creditors to Take Preferred Equity $NFE https://www.bloomberg.com/news/articles/2026-01-26/wes-edens-nfe-in-talks-with-creditors-to-take-preferred-equity-mkvnk28s https://www.bloomberg.com/news/articles/2026-01-26/wes-edens-nfe-in-talks-with-creditors-to-take-preferred-equity-mkvnk28s"  
[X Link](https://x.com/LNG_Investor_/status/2015924727521407198)  2026-01-26T23:08Z [----] followers, [----] engagements


"@bioinvestor24 Kailera just did a series B round of $600M $3.5B post money valuation. That was after a $400M series A in 2024"  
[X Link](https://x.com/LNG_Investor_/status/2019437595516944570)  2026-02-05T15:46Z [----] followers, [---] engagements


"Qatar Pushes Start of Its Massive LNG Expansion to End-2026 The project could even slip into [----] one of the people said https://www.bloomberg.com/news/articles/2026-02-09/qatar-pushes-start-of-its-massive-lng-expansion-to-end-2026 https://www.bloomberg.com/news/articles/2026-02-09/qatar-pushes-start-of-its-massive-lng-expansion-to-end-2026"  
[X Link](https://x.com/LNG_Investor_/status/2020994587314024931)  2026-02-09T22:53Z [----] followers, [----] engagements


"Qatars LNG Growth Puts Long-Term Sales Plan to the Test - Bloomberg https://www.bloomberg.com/news/newsletters/2026-02-10/qatar-s-lng-growth-puts-long-term-sales-plan-to-the-test https://www.bloomberg.com/news/newsletters/2026-02-10/qatar-s-lng-growth-puts-long-term-sales-plan-to-the-test"  
[X Link](https://x.com/LNG_Investor_/status/2021201334154748150)  2026-02-10T12:35Z [----] followers, [----] engagements


"@SmallCapSnipa And there is plenty of room to run for $WULF"  
[X Link](https://x.com/LNG_Investor_/status/2021310085847249383)  2026-02-10T19:47Z [----] followers, [----] engagements


"🎉Golar Reaches FID for [--] year Charter of MK II FLNG in Argentina FID solidifies $8 billion of net earnings visibility over [--] years to Golar with attractive upside potential in the FLNG commodity tariff component and through our shareholding in SESA. $GLNG"  
[X Link](https://x.com/anyuser/status/1953190583570448603)  2025-08-06T20:24Z [----] followers, [----] engagements


"$NEXT before and after FID"  
[X Link](https://x.com/anyuser/status/1973389420268073175)  2025-10-01T14:07Z [----] followers, [----] engagements


"Cheniere $LNG at $212/share is criminal. Thank you for your attention to this matter"  
[X Link](https://x.com/anyuser/status/1983867033373520147)  2025-10-30T12:02Z [----] followers, 15.1K engagements


"US Developer Glenfarne Launches Financing for Texas LNG Project Canadian Imperial Bank of Commerce and Japans Mizuho Financial Group Inc. are serving as advisors https://www.bloomberg.com/news/articles/2026-01-09/us-developer-glenfarne-launches-financing-for-texas-lng-project https://www.bloomberg.com/news/articles/2026-01-09/us-developer-glenfarne-launches-financing-for-texas-lng-project"  
[X Link](https://x.com/LNG_Investor_/status/2009589345687106035)  2026-01-09T11:33Z [----] followers, [----] engagements


"The [----] LNG Wave: A Cash Cow Winner and A 10X Growth Opportunity (Cheniere Energy and NextDecade $LNG $NEXT) https://youtu.be/selRfyiNbDwsi=iKMqqW5fJV-UcpXe https://youtu.be/selRfyiNbDwsi=iKMqqW5fJV-UcpXe"  
[X Link](https://x.com/anyuser/status/2016318373454299541)  2026-01-28T01:12Z [----] followers, [----] engagements


"@AutismCapital Bad news for pedophiles the Dow Jones just went under $50k"  
[X Link](https://x.com/LNG_Investor_/status/2022001122505068744)  2026-02-12T17:33Z [----] followers, [---] engagements


"New Fortress Energy Creditors Preparing for Confidential Talks $NFE https://news.bloomberglaw.com/bankruptcy-law/new-fortress-energy-creditors-preparing-for-confidential-talks https://news.bloomberglaw.com/bankruptcy-law/new-fortress-energy-creditors-preparing-for-confidential-talks"  
[X Link](https://x.com/LNG_Investor_/status/1971343124657295818)  2025-09-25T22:36Z [----] followers, [----] engagements


"Qatar-Exxon LNG Plant in Texas Golden Pass LNG Plans First Shipment in February https://www.bloomberg.com/news/articles/2025-11-18/qatar-exxon-lng-plant-in-texas-plans-first-shipment-in-february https://www.bloomberg.com/news/articles/2025-11-18/qatar-exxon-lng-plant-in-texas-plans-first-shipment-in-february"  
[X Link](https://x.com/LNG_Investor_/status/1990929847493824854)  2025-11-18T23:47Z [----] followers, 10.1K engagements


"Venture Global price target lowered to $11 from $15 at Bank of America $VG"  
[X Link](https://x.com/LNG_Investor_/status/1999099275251179710)  2025-12-11T12:49Z [----] followers, [----] engagements


"Venture Global price target lowered to $8 from $11 at Wells Fargo $VG"  
[X Link](https://x.com/LNG_Investor_/status/2000549168046035111)  2025-12-15T12:51Z [----] followers, [----] engagements


"2 Big Energy IPOs Flopped This Year. It Doesnt Bode Well for [----]. There were two major energy-related initial public offerings in [----] and both have been busts. Shares of Venture Global are down 70% since the companys January IPO $VG https://www.barrons.com/articles/energy-ipos-stocks-venture-global-fermi-572132a5 https://www.barrons.com/articles/energy-ipos-stocks-venture-global-fermi-572132a5"  
[X Link](https://x.com/LNG_Investor_/status/2005698060920201423)  2025-12-29T17:50Z [----] followers, [----] engagements


"@C40204655Retard $LNG best in class $VG and or $NEXT for more commodity exposure. All [--] beaten down"  
[X Link](https://x.com/LNG_Investor_/status/2006483844762054915)  2025-12-31T21:53Z [----] followers, [---] engagements


"LNG glut is postponed as world discovers it gets cold during the winter. European natural gas prices jump to the highest since November 📈 👉 This is due to a combination of cold weather falling inventories & geopolitical risk 🚢 Still a lot of new LNG supply comes online this year. It's only a matter of time before prices resume declines https://t.co/nirlTUKq1w European natural gas prices jump to the highest since November 📈 👉 This is due to a combination of cold weather falling inventories & geopolitical risk 🚢 Still a lot of new LNG supply comes online this year. It's only a matter of"  
[X Link](https://x.com/LNG_Investor_/status/2010704223843844469)  2026-01-12T13:23Z [----] followers, 14.9K engagements


"Glenfarnes Texas LNG Project Fully Subscribed With RWE Binding Offtake Agreement FID is slated for early [----] https://www.businesswire.com/news/home/20260115355751/en/Glenfarnes-Texas-LNG-Project-Fully-Subscribed-With-RWE-Binding-Offtake-Agreement https://www.businesswire.com/news/home/20260115355751/en/Glenfarnes-Texas-LNG-Project-Fully-Subscribed-With-RWE-Binding-Offtake-Agreement"  
[X Link](https://x.com/LNG_Investor_/status/2012203668741751086)  2026-01-16T16:41Z [----] followers, [----] engagements


"@VGDeepDive FID on CP2 Phase [--] is sooner than you think"  
[X Link](https://x.com/LNG_Investor_/status/2014359712284750134)  2026-01-22T15:29Z [----] followers, [---] engagements


"@bioinvestor24 @Doctor_Salomon @WhiteCoatMafia Do you have a better figure with more fair comparisons without errors you can share"  
[X Link](https://x.com/LNG_Investor_/status/2016489256106053947)  2026-01-28T12:31Z [----] followers, [---] engagements


"@Doctor_Salomon Excellent. Whats the source if you dont mind"  
[X Link](https://x.com/LNG_Investor_/status/2016510851117658526)  2026-01-28T13:57Z [----] followers, [--] engagements


"@KjetilSekseKris @negligible_cap @GothamResearch Sort of one of those things you have to love to fully appreciate but analysts were dismissing all of the red flags and defending the buy ratings up until bankruptcy. Tons of conflicts of interests. JPM settled for $3B for their involvement. https://www.everycrsreport.com/files/20030129_RL31348_96b478320c9ac0d643480a51fcdd3ec6aa376c13.pdf https://www.everycrsreport.com/files/20030129_RL31348_96b478320c9ac0d643480a51fcdd3ec6aa376c13.pdf"  
[X Link](https://x.com/LNG_Investor_/status/2016868688331182139)  2026-01-29T13:39Z [----] followers, [---] engagements


"@KjetilSekseKris @negligible_cap @GothamResearch https://www.govinfo.gov/content/pkg/CPRT-107SPRT82147/pdf/CPRT-107SPRT82147.pdf https://www.govinfo.gov/content/pkg/CPRT-107SPRT82147/pdf/CPRT-107SPRT82147.pdf"  
[X Link](https://x.com/LNG_Investor_/status/2016869214494089463)  2026-01-29T13:41Z [----] followers, [--] engagements


"@TimCarmichael3 Its a former Merck exec calling in a favor"  
[X Link](https://x.com/LNG_Investor_/status/2016936551419101653)  2026-01-29T18:08Z [----] followers, [---] engagements


"@Reignots Then theyll IPO. Anons need to wake up"  
[X Link](https://x.com/LNG_Investor_/status/2017031491532837321)  2026-01-30T00:25Z [----] followers, [---] engagements


"@semodough Fortunately some of those most exposed also have the balance sheet capacity for meaningful M&A. $MRK and $BMY stand out to me"  
[X Link](https://x.com/LNG_Investor_/status/2017679474108608685)  2026-01-31T19:20Z [----] followers, [---] engagements


"🚨SPA Alert Cheniere Announces Long-Term Integrated Production Marketing Agreement with ARC Resources The IPM Agreement will be indexed to TTF at a term of [--] years for [----] mtpa. $LNG $ARX #LNG https://lngir.cheniere.com/news-events/press-releases/detail/289/cheniere-announces-long-term-integrated-production https://lngir.cheniere.com/news-events/press-releases/detail/289/cheniere-announces-long-term-integrated-production"  
[X Link](https://x.com/LNG_Investor_/status/1729856397712425191)  2023-11-29T13:34Z [----] followers, 12.3K engagements


"Japan's Kyushu Electric mulls 10% stake in U.S. #LNG project 🔸Kyushu weighing 10% purchase in Lake Charles LNG 🔸Considering [---] mtpa LNG for [--] years along with other utilities 🔸Intends to sell stakes to partners to help realize the project https://asia.nikkei.com/Business/Energy/Japan-s-Kyushu-Electric-mulls-10-stake-in-U.S.-LNG-project https://asia.nikkei.com/Business/Energy/Japan-s-Kyushu-Electric-mulls-10-stake-in-U.S.-LNG-project"  
[X Link](https://x.com/LNG_Investor_/status/1744397785493798942)  2024-01-08T16:36Z [----] followers, [----] engagements


"Williams Companies ruled out bid for Tellurian "There is the advantage of it being permitted it does have a speed to market that is interesting to us but it does not have the commercial contracts on the demand side" said Zamarin #LNG $TELL $WMB https://www.reuters.com/business/energy/ceraweek-williams-companies-ruled-out-bid-tellurian-executive-says-2024-03-19/ https://www.reuters.com/business/energy/ceraweek-williams-companies-ruled-out-bid-tellurian-executive-says-2024-03-19/"  
[X Link](https://x.com/LNG_Investor_/status/1770164898154344674)  2024-03-19T19:06Z [----] followers, [----] engagements


"$NFE made their much anticipated bond coupon payment 🥳"  
[X Link](https://x.com/LNG_Investor_/status/1973376046683533415)  2025-10-01T13:14Z [----] followers, [----] engagements


"Adnoc CEO Says AI Raises Energy Investment Needs to $4 Trillion Annually https://www.bloomberg.com/news/articles/2025-11-03/adnoc-ceo-says-ai-raises-energy-investment-needs-to-4-trillion https://www.bloomberg.com/news/articles/2025-11-03/adnoc-ceo-says-ai-raises-energy-investment-needs-to-4-trillion"  
[X Link](https://x.com/LNG_Investor_/status/1985445046317986257)  2025-11-03T20:32Z [----] followers, [----] engagements


"U.S. grants Hungary one-year exemption from energy sanctions on Russia and in return Hungary agrees to buy $600mm worth of USLNG"  
[X Link](https://x.com/LNG_Investor_/status/1987530838356234644)  2025-11-09T14:40Z [----] followers, [----] engagements


"🔥Plaquemines LNG is pulling in over 40% of nameplate already (after factoring losses). Massive $VG 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 particular flows to Plaquemines will top [--] https://t.co/41S6BY9fvt 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"  
[X Link](https://x.com/LNG_Investor_/status/1987558547702386860)  2025-11-09T16:30Z [----] followers, 11.6K engagements


"In the past week Venture Global has requested to increase peak production by [--] mtpa each at Plaquemines and CP2 LNG totaling [--] mtpa. $VG Massive. 💥"  
[X Link](https://x.com/LNG_Investor_/status/2007234664554213730)  2026-01-02T23:36Z [----] followers, 13.4K engagements


"LNG firm Venture Global lowers [----] core profit forecast on lower prices $VG https://www.reuters.com/business/lng-firm-venture-global-lowers-2025-core-profit-forecast-2026-01-12/ https://www.reuters.com/business/lng-firm-venture-global-lowers-2025-core-profit-forecast-2026-01-12/"  
[X Link](https://x.com/LNG_Investor_/status/2010686785693569199)  2026-01-12T12:14Z [----] followers, [----] engagements


"RBC on Venture Globals lowered [----] EBITDA Guidance We view the announcement as slightly negative given the lower guidance but note current street consensus is at the low end of the prior range $VG"  
[X Link](https://x.com/LNG_Investor_/status/2010738073387389131)  2026-01-12T15:38Z [----] followers, [----] engagements


"@VGDeepDive Massive discovery. Shocked it stayed unknown this long. Largest bank for a reason"  
[X Link](https://x.com/LNG_Investor_/status/2016132130145702031)  2026-01-27T12:52Z [----] followers, [---] engagements


"Greenland Tensions Push Europe to Assess US Gas Reliance The European Unions competition chief has warned against relying too much on US liquefied natural gas imports as the bloc looks to diversify its energy basket. https://www.bloomberg.com/news/articles/2026-01-27/greenland-tensions-push-europe-to-assess-us-gas-reliance https://www.bloomberg.com/news/articles/2026-01-27/greenland-tensions-push-europe-to-assess-us-gas-reliance"  
[X Link](https://x.com/LNG_Investor_/status/2016173757090455699)  2026-01-27T15:37Z [----] followers, [----] engagements


"@bioinvestor24 @Doctor_Salomon @WhiteCoatMafia Im not looking for stories I was attempting to address the gentlemans original request for a simple graph. Definitionally its difficult to reconcile complex datasets into a simple graph but offered the best I have seen. Thanks for your posts 🫡"  
[X Link](https://x.com/LNG_Investor_/status/2016496104179745164)  2026-01-28T12:58Z [----] followers, [---] engagements


"@bioinvestor24 @alnafisah1994 From scanning the subreddit its the norm to report similar WL figures incredible tolerability and no plateau. See a couple of examples below"  
[X Link](https://x.com/LNG_Investor_/status/2018119789672010174)  2026-02-02T00:30Z [----] followers, [--] engagements


"European Gas Storage Drops to Lowest Level in Years"  
[X Link](https://x.com/LNG_Investor_/status/2018462535234764827)  2026-02-02T23:12Z [----] followers, [----] engagements


"@Doctor_Salomon @princetongb I think this overlooks the positives that a phase 2b would be less expensive and would have readouts (catalysts) in half the time. Both paths are directionally bullish fundamentally irrespective of market expectations"  
[X Link](https://x.com/LNG_Investor_/status/2018470395377250665)  2026-02-02T23:43Z [----] followers, [--] engagements


"@negligible_cap I had to watch for myself. ☠☠☠"  
[X Link](https://x.com/LNG_Investor_/status/2018499057686061333)  2026-02-03T01:37Z [----] followers, [---] engagements


"@matthew_sigel Importantly notice the NNN language in the deck. Talk like a reit - trade like a reit"  
[X Link](https://x.com/LNG_Investor_/status/2019045168411021558)  2026-02-04T13:47Z [----] followers, [----] engagements


"@TimCarmichael3 Plenty of catalysts ahead to help that value unlock"  
[X Link](https://x.com/LNG_Investor_/status/2019391417726992518)  2026-02-05T12:43Z [----] followers, [--] engagements


"@alwayslearni @a16z You nailed it 🫡 well done. Keep it up"  
[X Link](https://x.com/LNG_Investor_/status/2019757929579139536)  2026-02-06T12:59Z [----] followers, [--] engagements


"Energy Transfer to Acquire Crestwood in a $7.1 Billion All-Equity Transaction $ET $CEQP #ONGT"  
[X Link](https://x.com/LNG_Investor_/status/1691785454738149673)  2023-08-16T12:14Z [----] followers, [----] engagements


"Energy Stocks that Mizuho downgraded yesterday on macro headwinds 🔸ExxonMobil $XOM 🔸Occidental Petroleum $OXY 🔸Southwestern Energy $SWN 🔸Comstock Resources $CRK 🔸Antero Resources $AR 🔸Gulfport Energy $GPOR 🔸Callon Petroleum $CPE 🔸ChargePoint Holdings $CRGY #NatGas"  
[X Link](https://x.com/LNG_Investor_/status/1742904531837501631)  2024-01-04T13:43Z [----] followers, [----] engagements


"@Justin_McD01 Kyushu Electric had said it was considering investing in the project *among others* to secure LNG supplies. 🤔"  
[X Link](https://x.com/LNG_Investor_/status/1759889550338334808)  2024-02-20T10:35Z [----] followers, [--] engagements


"Important reminder. Lake Charles #LNG asked for DOE approval by February [----] to prevent their customers from canceling the contracts. The approval is nowhere in sight❗ Those customers are SK Gas for [---] mtpa & Kyushu Electric for [---] mtpa and a potential equity investment. Important: A delay in receiving approval on an expedited basis will likely result in the exercise of termination rights in existing offtake agreements as well as a discontinuation of negotiations and discussions related to the remaining offtake volume and equity participation. Important: A delay in receiving approval on an"  
[X Link](https://x.com/LNG_Investor_/status/1794409723904897245)  2024-05-25T16:46Z [----] followers, [----] engagements


"Energy Transfer Signs Agreement to Supply Kyushu Electric Power Company Up to [--] Million Tonnes of LNG Per Annum From Its Lake Charles LNG Export Facility $ET https://www.businesswire.com/news/home/20250528845887/en/Energy-Transfer-Signs-Agreement-to-Supply-Kyushu-Electric-Power-Company-Up-to-1-Million-Tonnes-of-LNG-Per-Annum-From-Its-Lake-Charles-LNG-Export-Facility https://www.businesswire.com/news/home/20250528845887/en/Energy-Transfer-Signs-Agreement-to-Supply-Kyushu-Electric-Power-Company-Up-to-1-Million-Tonnes-of-LNG-Per-Annum-From-Its-Lake-Charles-LNG-Export-Facility"  
[X Link](https://x.com/LNG_Investor_/status/1928040728552239304)  2025-05-29T10:48Z [----] followers, [----] engagements


"SK Innovation has received bids from [--] private equity firms for their stake in the Boryeong LNG terminal in South Korea. Bidders include Macquarie Stonebridge I squared Capital IMM Investment among others. Interest is said to be very high"  
[X Link](https://x.com/LNG_Investor_/status/1953793332548714618)  2025-08-08T12:20Z [----] followers, [----] engagements


"Woodside Energy backs oil & gas dominance into 2030s despite global LNG glut narrative If those customers thought the market was going to be awash in LNG they would not be signing up for long-term offtake agreements Ms ONeill said. $WDS https://thewest.com.au/business/oil-gas/woodside-energy-backs-in-oil-and-gas-dismisses-lng-glut-concerns--c-20580245 https://thewest.com.au/business/oil-gas/woodside-energy-backs-in-oil-and-gas-dismisses-lng-glut-concerns--c-20580245"  
[X Link](https://x.com/LNG_Investor_/status/1986017485515075652)  2025-11-05T10:27Z [----] followers, [----] engagements


"Lake Charles #LNG in talks with Japan's Kyushu Electric over long-term supply deal Japanese utility says talks ongoing for a year Equity investment being considered South Korea and Thailand also showing strong interest in supply and equity https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/natural-gas/103023-lake-charles-lng-in-talks-with-japans-kyushu-electric-over-long-term-supply-deal https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/natural-gas/103023-lake-charles-lng-in-talks-with-japans-kyushu-electric-over-long-term-supply-deal"  
[X Link](https://x.com/LNG_Investor_/status/1719354517395747042)  2023-10-31T14:03Z [----] followers, [----] engagements


"Southwestern Energy $SWN is asked in their quarterly call about M&A in light of the Tellurian $TELL going concern warning. While they cant comment on a specific deal they said consolidation in the Haynesville is logical if it meets their M&A framework. #NatGas"  
[X Link](https://x.com/LNG_Investor_/status/1721968054815293750)  2023-11-07T19:09Z [----] followers, [----] engagements


"Excelerate Energy and Petrobangla Sign Long-Term LNG SPA Excelerate will deliver [----] MTPA of #LNG in [----] and [----] and [--] MTPA from [----] to [----]. $EE https://www.businesswire.com/news/home/20231108423239/en/Excelerate-Energy-and-Petrobangla-Sign-Long-Term-LNG-Sale-and-Purchase-Agreement https://www.businesswire.com/news/home/20231108423239/en/Excelerate-Energy-and-Petrobangla-Sign-Long-Term-LNG-Sale-and-Purchase-Agreement"  
[X Link](https://x.com/LNG_Investor_/status/1722211528148193327)  2023-11-08T11:16Z [----] followers, [---] engagements


"Wes Edens buys the dip on $NFE"  
[X Link](https://x.com/LNG_Investor_/status/1899561569702515006)  2025-03-11T20:42Z [----] followers, 16.6K engagements


"@qftnoise https://www.elnuevodia.com/noticias/locales/notas/choque-de-versiones-entre-josue-colon-y-osvaldo-carlo-por-el-futuro-de-contrato-de-new-fortress-energy/ https://www.elnuevodia.com/noticias/locales/notas/choque-de-versiones-entre-josue-colon-y-osvaldo-carlo-por-el-futuro-de-contrato-de-new-fortress-energy/"  
[X Link](https://x.com/LNG_Investor_/status/1948369603509240141)  2025-07-24T13:08Z [----] followers, [----] engagements


"Williams Companies to Become 25% of US Gas Market in The Next Decade If you look at LNG in the US we expect a doubling of LNG production over the next [--] years Zamarin said during an interview on Bloomberg TV $WMB https://www.bloomberg.com/news/articles/2025-08-05/williams-ceo-sees-lng-taking-up-more-than-25-of-us-gas-market https://www.bloomberg.com/news/articles/2025-08-05/williams-ceo-sees-lng-taking-up-more-than-25-of-us-gas-market"  
[X Link](https://x.com/LNG_Investor_/status/1952814519899615282)  2025-08-05T19:30Z [----] followers, [----] engagements


"Chevron pushes for say in Venture Global request for Plaquemines LNG startup extension "Chevron has a substantial interest that may be directly affected by the outcome of this proceeding" it wrote in the filing. $CVX $VG https://www.reuters.com/business/energy/chevron-pushes-say-venture-global-request-plaquemines-lng-startup-extension-2025-10-14/ https://www.reuters.com/business/energy/chevron-pushes-say-venture-global-request-plaquemines-lng-startup-extension-2025-10-14/"  
[X Link](https://x.com/LNG_Investor_/status/1978217923949773116)  2025-10-14T21:54Z [----] followers, [----] engagements


"Catch A Free Ride On The LNG Wave With Cheniere Energy $LNG Cheniere could have 55% upside even if profit margin deteriorates. https://www.forbes.com/sites/greatspeculations/2025/10/23/catch-a-free-ride-on-the-lng-wave-with-cheniere-energy/ https://www.forbes.com/sites/greatspeculations/2025/10/23/catch-a-free-ride-on-the-lng-wave-with-cheniere-energy/"  
[X Link](https://x.com/LNG_Investor_/status/1981404677016088739)  2025-10-23T16:57Z [----] followers, [----] engagements


"U.S. natural gas sector deals surge in [----] on AI LNG demand from Asia Over $28B in gas and LNG assets are currently up for sale citing potential deals involving Ascent Resources BP GeoSouthern Williams & NextDecade's Rio Grande project. $NEXT https://www.reuters.com/business/energy/us-natural-gas-sector-deals-surge-2025-ai-lng-demand-asia-2025-10-24/ https://www.reuters.com/business/energy/us-natural-gas-sector-deals-surge-2025-ai-lng-demand-asia-2025-10-24/"  
[X Link](https://x.com/LNG_Investor_/status/1981789344143708186)  2025-10-24T18:26Z [----] followers, 10.1K engagements


"Ted Cruz introduces legislation to eliminate regulatory hurdles and expedite approval of LNG permits securing our energy trade and job markets"  
[X Link](https://x.com/LNG_Investor_/status/1983231963906371829)  2025-10-28T17:58Z [----] followers, [----] engagements


"Nextdecade CEO $NEXT Across ADIPEC's Strategic Conference global leaders have underscored the importance of collaboration in achieving sustainable progress. Matthew Schatzman Chairman and CEO NextDecade expanded on this through insights on energy demand and AI during the panel "The continued rise https://t.co/jNUXNqRcGk Across ADIPEC's Strategic Conference global leaders have underscored the importance of collaboration in achieving sustainable progress. Matthew Schatzman Chairman and CEO NextDecade expanded on this through insights on energy demand and AI during the panel "The continued rise"  
[X Link](https://x.com/LNG_Investor_/status/1986142426617266498)  2025-11-05T18:43Z [----] followers, [----] engagements


"Goldman Sachs raises their price target on Golar LNG to $55 from $54. The firm came away from Golars Q3 earnings more constructive as it benefits from its transition to a fully contracted floating LNG model and growth opportunities in the broader FLNG market $GLNG"  
[X Link](https://x.com/LNG_Investor_/status/1987866283870716073)  2025-11-10T12:53Z [----] followers, [----] engagements


"@DustinsDollars Whats it worth to the equity Mr. Dollars"  
[X Link](https://x.com/LNG_Investor_/status/2007274019410858441)  2026-01-03T02:13Z [----] followers, [---] engagements


"@matthew_sigel Whos the closest comp that could have similar retrofit capex CLSK"  
[X Link](https://x.com/LNG_Investor_/status/2012185621322940484)  2026-01-16T15:30Z [----] followers, [---] engagements


"🔥 $VG 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/LNG_Investor_/status/2016165231387406720)  2026-01-27T15:03Z [----] followers, [----] engagements


"@Shrimp_a_Whales Just marking to market the crypto assets. We are updating our model to account for non-cash losses as we expect GLY to report from the decline in digital asset prices in 4Q25. We are expecting net digital asset position to decline by $533m q/q from $2142m to $1609m.""  
[X Link](https://x.com/LNG_Investor_/status/2018317134841983179)  2026-02-02T13:34Z [----] followers, [---] engagements

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