# ![@VGDeepDive Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1940016518974394368.png) @VGDeepDive Venture Global Deep Dive

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

### Engagements: [---] [#](/creator/twitter::1940016518974394368/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1940016518974394368/c:line/m:interactions.svg)

- [--] Week [------] -34%
- [--] Month [-------] +80%
- [--] Months [-------] +3,364%

### Mentions: [--] [#](/creator/twitter::1940016518974394368/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1940016518974394368/c:line/m:posts_active.svg)

- [--] Week [--] +5.50%
- [--] Month [---] +63%
- [--] Months [---] +795%

### Followers: [-----] [#](/creator/twitter::1940016518974394368/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1940016518974394368/c:line/m:followers.svg)

- [--] Week [-----] +0.38%
- [--] Month [-----] +14%
- [--] Months [-----] +893%

### CreatorRank: [---------] [#](/creator/twitter::1940016518974394368/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1940016518974394368/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  66.93% [countries](/list/countries)  18.11% [finance](/list/finance)  14.96% [cryptocurrencies](/list/cryptocurrencies)  1.57% [travel destinations](/list/travel-destinations)  1.57% [financial services](/list/financial-services)  0.79% [celebrities](/list/celebrities)  0.79% [currencies](/list/currencies)  0.79% [social networks](/list/social-networks)  0.79% [technology brands](/list/technology-brands)  0.79%

**Social topic influence**
[$vg](/topic/$vg) #5, [gas](/topic/gas) 15.75%, [shell](/topic/shell) 10.24%, [$next](/topic/$next) #4, [ceo](/topic/ceo) 7.09%, [market](/topic/market) 3.94%, [in the](/topic/in-the) 3.15%, [$lng](/topic/$lng) 3.15%, [investment](/topic/investment) 3.15%, [if you](/topic/if-you) 2.36%

**Top accounts mentioned or mentioned by**
[@irajoseph](/creator/undefined) [@lnginvestor](/creator/undefined) [@columbiauenergy](/creator/undefined) [@sstapczynski](/creator/undefined) [@dustinsdollars](/creator/undefined) [@sagorexplorerr](/creator/undefined) [@ventureglobal](/creator/undefined) [@cheniere](/creator/undefined) [@susansakmar](/creator/undefined) [@ryangoo26555724](/creator/undefined) [@riograndelng](/creator/undefined) [@knole11](/creator/undefined) [@ethan0502](/creator/undefined) [@realmemes6](/creator/undefined) [@reuters](/creator/undefined) [@franklandia](/creator/undefined) [@rledbettercpa](/creator/undefined) [@jamalkhan519997](/creator/undefined) [@thestalwart](/creator/undefined) [@lng2026qatar](/creator/undefined)

**Top assets mentioned**
[Venture Global, Inc (VG)](/topic/$vg) [NextDecade Corporation Common Stock (NEXT)](/topic/$next) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Golar LNG Ltd (GLNG)](/topic/$glng) [GE Vernova Inc. (GEV)](/topic/$gev) [Convex Finance (CVX)](/topic/$cvx) [Exxon Mobil (XOM)](/topic/exxon-mobil)
### Top Social Posts
Top posts by engagements in the last [--] hours

"A new price target from JP Morgan. Downgrading $VG to neutral while raising the target from $10 to $11 after discovering that VG has exposure to spot prices. Updating my little score card accordingly to track analysts as they chase the stock price movements"  
[X Link](https://x.com/VGDeepDive/status/2016131705745150321)  2026-01-27T12:50Z [----] followers, [----] engagements


"Q4 earnings: March [--] 9am. SPAs Arbitration Lets see if any Easter eggs come along for the ride. $VG Venture Global Inc. Announces Timing of Fourth Quarter [----] Earnings Release and Conference Call - https://t.co/nJMXLeMi5K Venture Global Inc. Announces Timing of Fourth Quarter [----] Earnings Release and Conference Call - https://t.co/nJMXLeMi5K"  
[X Link](https://x.com/VGDeepDive/status/2018796631924380019)  2026-02-03T21:19Z [----] followers, [----] engagements


"Looks like Venture Global has prevailed in its arbitration with Shell over commissioning cargos. $VG https://investors.ventureglobal.com/news/news-details/2025/Venture-Global-Statement-on-Shell-Arbitration-Decision/default.aspx https://investors.ventureglobal.com/news/news-details/2025/Venture-Global-Statement-on-Shell-Arbitration-Decision/default.aspx"  
[X Link](https://x.com/VGDeepDive/status/1955372359571161245)  2025-08-12T20:54Z [----] followers, [---] engagements


"Hard to keep up with the rapid expansion of Venture Globals Plaquemines facility. Good evidence of the implementation of the program outlined in Q2 earnings. $VG US #LNG exporter @Venture_Global LNG has received approval from the US FERC to commission the liquefaction train system block [--] with nitrogen at its Plaquemines plant in Louisiana. #lngprime https://t.co/clQaY96458 US #LNG exporter @Venture_Global LNG has received approval from the US FERC to commission the liquefaction train system block [--] with nitrogen at its Plaquemines plant in Louisiana. #lngprime https://t.co/clQaY96458"  
[X Link](https://x.com/VGDeepDive/status/1957777570151256572)  2025-08-19T12:12Z [----] followers, [---] engagements


"The race for the US LNG buildout FERC approves final Venture Global Plaquemines LNG train. Crazy speed. $VG https://www.hartenergy.com/exclusives/ferc-approves-venture-globals-final-plaquemines-lng-train-213866 https://www.hartenergy.com/exclusives/ferc-approves-venture-globals-final-plaquemines-lng-train-213866"  
[X Link](https://x.com/VGDeepDive/status/1958149129105703391)  2025-08-20T12:48Z [----] followers, [---] engagements


"Deals deals deals. $VG https://www.tradingview.com/news/reuters.com2025:newsml_L1N3UH02H:0-tokyo-gas-in-talks-to-buy-1-mtpa-of-lng-from-venture-global-sources-say https://www.tradingview.com/news/reuters.com2025:newsml_L1N3UH02H:0-tokyo-gas-in-talks-to-buy-1-mtpa-of-lng-from-venture-global-sources-say"  
[X Link](https://x.com/VGDeepDive/status/1959976893958299667)  2025-08-25T13:51Z [----] followers, [---] engagements


"Venture Global is moving fast at scale in this incredible regulatory environment. Another CP2 milestone Make hay while the sun is shining $VG 👏👏👏👏 🚨 🚨 https://t.co/0PHLP6xBRA 🚨 🚨 https://t.co/0PHLP6xBRA"  
[X Link](https://x.com/VGDeepDive/status/1980941836958015691)  2025-10-22T10:18Z [----] followers, [----] engagements


"@SStapczynski Controversial take: $VG is unreasonably correlated with moves in the HH-TTF spread. Yes it matters for the next quarter of earnings. But not as much as the volatility suggests And also $NEXT isnt even producing gas yet so calm down"  
[X Link](https://x.com/VGDeepDive/status/2012216797596954823)  2026-01-16T17:34Z [----] followers, [----] engagements


"Take a look at the forward curve for HH-TTF spread (US vs European gas prices). Orange line is today blue line from Dec [--]. There has been a substantial improvement in the outlook for [----] and early [----]. The longer-term margin compression story has been pushed back but hasn't disappeared. The near-term improvement is welcome news for producers with spot market exposure like Venture Global which will have a large volume of commissioning cargos for Plaquemines. CP2 will be a bit too late to benefit although the curve may shift again. The market is changing constantly but helps us assess the"  
[X Link](https://x.com/VGDeepDive/status/2012559127923339631)  2026-01-17T16:14Z [----] followers, [----] engagements


"My guess at the next three catalysts for Venture Global $VG: 1) Shell arbitration appeal outcome. 2) Q4 earnings (cargo and price data already released) 3) BP arbitration damages outcome"  
[X Link](https://x.com/VGDeepDive/status/2014351011540836738)  2026-01-22T14:54Z [----] followers, [----] engagements


"Happy 365th day of public trading to Venture Global $VG"  
[X Link](https://x.com/VGDeepDive/status/2014789229247713463)  2026-01-23T19:55Z [----] followers, [----] engagements


"Due to recent market developments the $VG Venture Global Deep Dive team has moved into upgraded accommodations. Everything is totally fine here at Venture Global Deep Dive HQ. $VG https://t.co/c3lsi4XeHF Everything is totally fine here at Venture Global Deep Dive HQ. $VG https://t.co/c3lsi4XeHF"  
[X Link](https://x.com/VGDeepDive/status/2014818500003459143)  2026-01-23T21:52Z [----] followers, [----] engagements


"Just updating my favorite lagging indicator of the $VG stock price -- analyst price targets for Venture Global. A little Saturday GPT project: Analyst price targets vs actual price for Venture Global. $VG Not an easy job -- but gets easier if you revise ex post. 😄 https://t.co/4Mkxhhfyzp A little Saturday GPT project: Analyst price targets vs actual price for Venture Global. $VG Not an easy job -- but gets easier if you revise ex post. 😄 https://t.co/4Mkxhhfyzp"  
[X Link](https://x.com/VGDeepDive/status/2015070256956313995)  2026-01-24T14:32Z [----] followers, [----] engagements


"@LNG_Investor_ Agree that $next is trading at bargain prices but XRG is higher up the capital structure so this isnt directly comparable"  
[X Link](https://x.com/VGDeepDive/status/2015810491117973755)  2026-01-26T15:34Z [----] followers, [---] engagements


"Woooowww $VG Record construction speed continues at CP2 Phase [--] leveraging an industry-leading modular design with off-site train assembly. 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/VGDeepDive/status/2016170564000395275)  2026-01-27T15:24Z [----] followers, [----] engagements


"Shell v Venture Global $VG Justice Joel Cohen who is presiding over the case considered communication between Venture Global and the independent engineer about the Calcasieu Pass plant may exist but expressed skepticism over whether such a document could be used to overturn an arbitration award built on a large amount of other documents. "Why would it be reasonable to think that that kind of communication between a consultant and the respondent would wipe away all of these independent and alternative grounds for them coming at the way they did" the judge said during the hearing according to"  
[X Link](https://x.com/VGDeepDive/status/2016283104684417237)  2026-01-27T22:52Z [----] followers, [----] engagements


"Perhaps one day India will buy more LNG. Even under the E.U. trade deal India will be subject to the Carbon Border Adjustment Tax or CBAM giving some incentive to raise the mid of gas in its generation. https://www.bloomberg.com/news/articles/2026-01-28/lng-still-too-pricey-for-indian-demand-boost-top-importer-says https://www.bloomberg.com/news/articles/2026-01-28/lng-still-too-pricey-for-indian-demand-boost-top-importer-says"  
[X Link](https://x.com/VGDeepDive/status/2016473915376177504)  2026-01-28T11:30Z [----] followers, [----] engagements


"$GLNG fits the bill Not at scale but will benefit from this. https://x.com/sstapczynski/status/2016493767742915069s=46 The EU is "actively looking" for alternative LNG supplies that aren't from the US ⚠ 🚨 US Greenland threat is a wake up call for EU on energy said Energy Commissioner Dan Jorgensen 👇👇 CONTEXT: The US became the top LNG supplier to Europe in the last few years 👇👇 https://t.co/aApbBZOLGg https://x.com/sstapczynski/status/2016493767742915069s=46 The EU is "actively looking" for alternative LNG supplies that aren't from the US ⚠ 🚨 US Greenland threat is a wake up call for EU"  
[X Link](https://x.com/VGDeepDive/status/2016531491048620364)  2026-01-28T15:19Z [----] followers, [----] engagements


"Another step forward for the behemoth at stage [--] of its latest Death Star. Impressive $LNG US #LNG exporter @Cheniere has received approval from the US FERC to introduce fuel gas to the fifth train of the Corpus Christi Stage [--] expansion project in Texas as part of the commissioning phase. #lngprime https://t.co/OCYkZLX9oU US #LNG exporter @Cheniere has received approval from the US FERC to introduce fuel gas to the fifth train of the Corpus Christi Stage [--] expansion project in Texas as part of the commissioning phase. #lngprime https://t.co/OCYkZLX9oU"  
[X Link](https://x.com/VGDeepDive/status/2017217349854634020)  2026-01-30T12:44Z [----] followers, [----] engagements


"I wonder if the same reporter is advising the LNG team at Reuters. Some reporter at @Reuters did a hack job on the critical minerals industry yesterday with a fake news report. The now heaviliy edited (but no retraction yet.) fake story took a group of companies down 10%. Reporter is now being hounded by critical mineral cos. and a mob of https://t.co/CYOoR8Q1UV Some reporter at @Reuters did a hack job on the critical minerals industry yesterday with a fake news report. The now heaviliy edited (but no retraction yet.) fake story took a group of companies down 10%. Reporter is now being"  
[X Link](https://x.com/VGDeepDive/status/2017217884158636249)  2026-01-30T12:46Z [----] followers, [----] engagements


"@Franklandia_ @rledbetterCPA How it starts how it ends 😂🫣"  
[X Link](https://x.com/VGDeepDive/status/2017219444129353881)  2026-01-30T12:52Z [----] followers, [---] engagements


"Well as production was disrupted prices and deferrals followed. US LNG exports disrupted as producers capitalize on domestic price spike US LNG exports reduced as tolling offtakers cancel cargoes As many as [--] cargoes could have been cancelled: LNG analyst Asian buyers muted despite tighter regional supply 🔗https://t.co/DRLKK7upBo https://t.co/TXQaQMkwpV US LNG exports disrupted as producers capitalize on domestic price spike US LNG exports reduced as tolling offtakers cancel cargoes As many as [--] cargoes could have been cancelled: LNG analyst Asian buyers muted despite tighter regional"  
[X Link](https://x.com/VGDeepDive/status/2017612641003352478)  2026-01-31T14:55Z [----] followers, [----] engagements


"Winter is over Henry Hub gas prices tumbling. https://www.bloomberg.com/news/articles/2026-02-02/us-natural-gas-prices-plummet-as-forecasts-show-warmer-weather https://www.bloomberg.com/news/articles/2026-02-02/us-natural-gas-prices-plummet-as-forecasts-show-warmer-weather"  
[X Link](https://x.com/VGDeepDive/status/2018135317329375405)  2026-02-02T01:32Z [----] followers, [----] engagements


"HH-TTF spread +4.86% For those just tuning in 📉 Gold -6.7% 📉 Brent oil -5% 📉 European natural gas -13% 📉 US natural gas -17% 📉 Copper -5.6% https://t.co/68ovX8zNRI For those just tuning in 📉 Gold -6.7% 📉 Brent oil -5% 📉 European natural gas -13% 📉 US natural gas -17% 📉 Copper -5.6% https://t.co/68ovX8zNRI"  
[X Link](https://x.com/VGDeepDive/status/2018308221509755277)  2026-02-02T12:59Z [----] followers, [----] engagements


"$VG Venture Global SEC filing on CP2 Phase [--]. design engineering procurement construction management testing studies and related services for the construction of Phase [--] of the Companys CP2 Project. Just a little baby project [--] mtpa 😉 https://www.sec.gov/Archives/edgar/data/2007855/000200785526000006/vg-20260202.htm https://www.sec.gov/Archives/edgar/data/2007855/000200785526000006/vg-20260202.htm"  
[X Link](https://x.com/VGDeepDive/status/2018325799389012126)  2026-02-02T14:09Z [----] followers, [----] engagements


"If you want to read some world class lawyering. check out the transcript of Shell v VG on the petition to vacate the arbitration award. [------] documents $41 million in costs [--] months of arbitration. A highlight from the judge below. $VG #LNG $SHEL https://iapps.courts.state.ny.us/nyscef/ViewDocumentdocIndex=6HJbzqihQmYytNiJL4jxxg== https://iapps.courts.state.ny.us/nyscef/ViewDocumentdocIndex=6HJbzqihQmYytNiJL4jxxg=="  
[X Link](https://x.com/VGDeepDive/status/2018661965665583320)  2026-02-03T12:24Z [----] followers, [----] engagements


"@SusanSakmar Too busy in the back room making deals. 😉"  
[X Link](https://x.com/VGDeepDive/status/2018681591061479455)  2026-02-03T13:42Z [----] followers, [---] engagements


"Todays deal was a surprise because of the destination clause. I think the future is an increasing share of spot contracts. Producers with existing facilities or substantial upratings wont need the long-term contracts to underline financing. Buyers will find an increasing number of intermediaries to de-risk on better and more flexible terms. https://twitter.com/i/web/status/2018718643228397949 https://twitter.com/i/web/status/2018718643228397949"  
[X Link](https://x.com/VGDeepDive/status/2018718643228397949)  2026-02-03T16:10Z [----] followers, [---] engagements


"@JamalKhan519997 Well in the share price falls 50% the dividend yield doubles"  
[X Link](https://x.com/VGDeepDive/status/2019014745232179395)  2026-02-04T11:46Z [----] followers, [---] engagements


""We are not dealing with an administration we are dealing with companies operating in a certain system and I trust that system" Carsten Poppinga Uniper's chief commercial officer told Reuters in an interview on the sidelines of the LNG2026 conference in Doha Qatar. https://www.reuters.com/business/energy/germanys-uniper-downplays-increasing-reliance-us-lng-stresses-diversification-2026-02-04/ https://www.reuters.com/business/energy/germanys-uniper-downplays-increasing-reliance-us-lng-stresses-diversification-2026-02-04/"  
[X Link](https://x.com/VGDeepDive/status/2019017130922987910)  2026-02-04T11:56Z [----] followers, [---] engagements


"@TheStalwart Budget looks good"  
[X Link](https://x.com/VGDeepDive/status/2019027081112289616)  2026-02-04T12:35Z [----] followers, [----] engagements


"So that they could announce them all at LNG2026 in Doha. Questions for @LNG2026_Qatar Why did long-term sales dry up for Qatar despite a record volume signed last year Will Qatar defend a position in Europe beyond US GP sales Will you invest in more LNG abroad like UAE and Saudi Will US cancellations emerge @ColumbiaUEnergy Questions for @LNG2026_Qatar Why did long-term sales dry up for Qatar despite a record volume signed last year Will Qatar defend a position in Europe beyond US GP sales Will you invest in more LNG abroad like UAE and Saudi Will US cancellations emerge @ColumbiaUEnergy"  
[X Link](https://x.com/VGDeepDive/status/2019029150112371154)  2026-02-04T12:43Z [----] followers, [----] engagements


"@RyanGoo26555724 Thanks for sharing. It seems that way but we have to respect the unpredictability of the courts"  
[X Link](https://x.com/VGDeepDive/status/2019044721071677671)  2026-02-04T13:45Z [----] followers, [---] engagements


"Turbines turbines turbines China is eating our lunch on AI power. Period. You can dream about data centers in space and cities on Mars and I love the vision Elon executes no question. But here on Earth right now we have a brutal reality problem. The grid is tapped out demand for AI data centers is https://t.co/niJ0IQd2zn China is eating our lunch on AI power. Period. You can dream about data centers in space and cities on Mars and I love the vision Elon executes no question. But here on Earth right now we have a brutal reality problem. The grid is tapped out demand for AI data centers is"  
[X Link](https://x.com/VGDeepDive/status/2019066946260475963)  2026-02-04T15:14Z [----] followers, [---] engagements


"@ClubdelValue Well deserved. Id say the case for Golar has substantially improved post-Greenland. It offers reliable diversification for the European market"  
[X Link](https://x.com/VGDeepDive/status/2020863313588961522)  2026-02-09T14:12Z [----] followers, [--] engagements


"@alc2022 @travisk The longer you go on with this the worse its going to be. You get a lot more credibility from providing an honest reassessment of risks as and investor rather than a shill"  
[X Link](https://x.com/VGDeepDive/status/2020866268601979088)  2026-02-09T14:23Z [----] followers, [---] engagements


"Catalyst updates: 1) Shell appeal - high probability of $VG win based on the court transcript. 2) Q4 earnings - March [--] 9am 3) BP damages - TBD wide variation of possible outcomes from time bound and limited (hundreds of millions) to inclusive ($1.5b). 4) CP2 Phase [--] FID. TBD. Any insights My guess at the next three catalysts for Venture Global $VG: 1) Shell arbitration appeal outcome. 2) Q4 earnings (cargo and price data already released) 3) BP arbitration damages outcome My guess at the next three catalysts for Venture Global $VG: 1) Shell arbitration appeal outcome. 2) Q4 earnings (cargo"  
[X Link](https://x.com/VGDeepDive/status/2020938433678500145)  2026-02-09T19:10Z [----] followers, [----] engagements


"@ira_joseph @ColumbiaUEnergy As always @SStapczynski is asking the right questions 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/VGDeepDive/status/2021246563796881744)  2026-02-10T15:35Z [----] followers, [----] engagements


"@DustinsDollars TTF is also higher in 26"  
[X Link](https://x.com/VGDeepDive/status/2021290852883066884)  2026-02-10T18:31Z [----] followers, [---] engagements


"A glut deferred is a glut denied Global LNG market is at risk of being tighter for longer 🚢 ⚠ Qatar is pushing back start of its massive expansion to end [----] Golden Pass plant in the US delayed to at least March Supply chain bottlenecks threaten to delay wrecked supply wave https://t.co/O88qYLOxhk Global LNG market is at risk of being tighter for longer 🚢 ⚠ Qatar is pushing back start of its massive expansion to end [----] Golden Pass plant in the US delayed to at least March Supply chain bottlenecks threaten to delay wrecked supply wave https://t.co/O88qYLOxhk"  
[X Link](https://x.com/VGDeepDive/status/2021542294655304006)  2026-02-11T11:10Z [----] followers, [----] engagements


"@LNG_Investor_ 😂😂😂"  
[X Link](https://x.com/VGDeepDive/status/2021543716490821724)  2026-02-11T11:15Z [----] followers, [---] engagements


"@sagorexplorerr (Next will be fine just kidding)"  
[X Link](https://x.com/VGDeepDive/status/2021553247862083815)  2026-02-11T11:53Z [----] followers, [--] engagements


"@LNG_Investor_ 😂😂😂😂😂😂😂😂"  
[X Link](https://x.com/VGDeepDive/status/2021685475375816759)  2026-02-11T20:39Z [----] followers, [---] engagements


"Analysts continuing to revise up price targets why Standard models are outdated - based on traditional LNG trains rather than fast-yielding modular technology. Expect more revisions. https://m.investing.com/news/analyst-ratings/venture-global-stock-price-target-raised-to-16-by-scotiabank-on-volumes-93CH-4135806ampMode=1 https://m.investing.com/news/analyst-ratings/venture-global-stock-price-target-raised-to-16-by-scotiabank-on-volumes-93CH-4135806ampMode=1"  
[X Link](https://x.com/anyuser/status/1945149056017162623)  2025-07-15T15:50Z [----] followers, [---] engagements


"Venture Global CEO Mike Sabel. How fast can you ramp up "We're the fastest builder. We have available capacity at large scale. Just CP2 will generate several hundred billion dollars in sales of gas. We have the lowest long-term contract price available in the US market." $VG"  
[X Link](https://x.com/VGDeepDive/status/1949934948296601964)  2025-07-28T20:48Z [----] followers, 10.4K engagements


"Removing Unipec/Sinopec from the equation is quite good news for Venture Global. This three-year contract had higher potential for damages. $VG Venture Global's arbitration settlement announced Oct [--] involved Chinese firm Unipec sources say https://t.co/Fj95Jd5mgZ Venture Global's arbitration settlement announced Oct [--] involved Chinese firm Unipec sources say https://t.co/Fj95Jd5mgZ"  
[X Link](https://x.com/anyuser/status/1976985696276824257)  2025-10-11T12:18Z [----] followers, [----] engagements


"To be clear this request to FERC for an extension of our in-service deadline at Plaquemines has no impact on our publicly announced expectations for the commercial operations date of Phase [--] and Phase [--] which remain the same " Venture Global told Reuters on Tuesday. 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://t.co/2EsvCxd0Vu Chevron pushes for say in Venture Global request for Plaquemines LNG startup extension"  
[X Link](https://x.com/anyuser/status/1978254888774562273)  2025-10-15T00:21Z [----] followers, [----] engagements


"Fitch affirms Venture Global rating outlook revised downward to negative. A very useful discussion of risks and mitigations included. $VG https://www.fitchratings.com/research/corporate-finance/fitch-revises-outlook-on-venture-global-to-negative-affirms-idr-at-b-15-10-2025 https://www.fitchratings.com/research/corporate-finance/fitch-revises-outlook-on-venture-global-to-negative-affirms-idr-at-b-15-10-2025"  
[X Link](https://x.com/anyuser/status/1978663836556079268)  2025-10-16T03:26Z [----] followers, [----] engagements


"Your live updates come from the Venture Global Deep Dive HQ. $VG"  
[X Link](https://x.com/anyuser/status/1980997787673326062)  2025-10-22T14:00Z [----] followers, [----] engagements


"A little Saturday GPT project: Analyst price targets vs actual price for Venture Global. $VG Not an easy job -- but gets easier if you revise ex post. 😄"  
[X Link](https://x.com/VGDeepDive/status/1982129823989248072)  2025-10-25T16:59Z [----] followers, 13.9K engagements


"Things are looking up for $GLNG Golar. The $GLNG stock price has fallen by 13% since the Buenos Aires elections on September [--]. Now inexperienced investors are worried about the upcoming weekend elections during which Argentina will hold Senate and Lower House elections. I am very confident in the investment case The $GLNG stock price has fallen by 13% since the Buenos Aires elections on September [--]. Now inexperienced investors are worried about the upcoming weekend elections during which Argentina will hold Senate and Lower House elections. I am very confident in the investment case"  
[X Link](https://x.com/anyuser/status/1982595345902375421)  2025-10-26T23:48Z [----] followers, [----] engagements


"Todays $VG Venture Global announcement of a new supply and purchase agreement with Greece is strategically important for a few reasons"  
[X Link](https://x.com/anyuser/status/1986754855017357462)  2025-11-07T11:17Z [----] followers, [----] engagements


"1) It illustrates how the US Energy Dominance agenda is rapidly unfolding with a diplomatic push tied to tangible commercial agreements. Exxon and Chevron will support exploration $VG (and maybe others) will supply LNG. https://www.reuters.com/business/energy/exxonmobil-joins-gas-exploration-project-off-greece-2025-11-06/ https://www.reuters.com/business/energy/exxonmobil-joins-gas-exploration-project-off-greece-2025-11-06/"  
[X Link](https://x.com/anyuser/status/1986754856884085069)  2025-11-07T11:17Z [----] followers, [---] engagements


"Venture Global bagged another 20-year SPA announced along with earnings -- [--] mtpa going to Spain starting in [----]. $VG https://www.bloomberg.com/news/articles/2025-11-10/venture-global-signs-long-term-lng-deal-with-spain-s-naturgy https://www.bloomberg.com/news/articles/2025-11-10/venture-global-signs-long-term-lng-deal-with-spain-s-naturgy"  
[X Link](https://x.com/anyuser/status/1987863706454417674)  2025-11-10T12:43Z [----] followers, [---] engagements


"Onwards and Upwards $VG 🚨Venture Global and Mitsui & Co. of Japan announced the execution of a new long-term liquefied natural gas (LNG) Sales and Purchase Agreement (SPA). Under the SPA Mitsui will purchase [---] million tonnes per annum (MTPA) of LNG from Venture Global for [--] years starting in https://t.co/csDo1XEXkG 🚨Venture Global and Mitsui & Co. of Japan announced the execution of a new long-term liquefied natural gas (LNG) Sales and Purchase Agreement (SPA). Under the SPA Mitsui will purchase [---] million tonnes per annum (MTPA) of LNG from Venture Global for [--] years starting in"  
[X Link](https://x.com/anyuser/status/1988386611504275742)  2025-11-11T23:21Z [----] followers, [----] engagements


"@DustinsDollars Are you an insider at this point Im going to watch for your SEC filing. :-)"  
[X Link](https://x.com/VGDeepDive/status/2016175171527213222)  2026-01-27T15:43Z [----] followers, [---] engagements


"Deplete EU LNG storage Now sail an armada to the Persian Gulf. $VG The difference in the [----] & [----] outlook could not be greater. [----] will feature a mad dash to replenish European storage while gauging when new #LNG supply switches on. [----] will feature storage capacity limits & new LNG supply potentially outpacing demand. @ColumbiaUEnergy The difference in the [----] & [----] outlook could not be greater. [----] will feature a mad dash to replenish European storage while gauging when new #LNG supply switches on. [----] will feature storage capacity limits & new LNG supply potentially outpacing"  
[X Link](https://x.com/VGDeepDive/status/2016612128472347004)  2026-01-28T20:39Z [----] followers, [----] engagements


"@sagorexplorerr The EU can stay irrational longer than $NEXT can stay solvent my friend"  
[X Link](https://x.com/VGDeepDive/status/2021549336702664958)  2026-02-11T11:38Z [----] followers, [---] engagements


"@ira_joseph @ColumbiaUEnergy That quantity of gas would be if the entire nuclear program was reoperationalized"  
[X Link](https://x.com/VGDeepDive/status/2022137747721613436)  2026-02-13T02:36Z [----] followers, [---] engagements


"Hmm March [--]. $VG earnings at 9:00am. $Next at 10:00am. Make those analysts work @DustinsDollars https://x.com/dustinsdollars/status/2022297515962343864s=46 Q4 earnings: March [--] 9am. SPAs Arbitration Lets see if any Easter eggs come along for the ride. $VG https://x.com/dustinsdollars/status/2022297515962343864s=46 Q4 earnings: March [--] 9am. SPAs Arbitration Lets see if any Easter eggs come along for the ride. $VG"  
[X Link](https://x.com/VGDeepDive/status/2022307826710778249)  2026-02-13T13:52Z [----] followers, [----] engagements


"UBS upgrades Venture Global to buy. UBS believes the market is underestimating Plaquemines commissioning cargo volumes $VG https://www.investing.com/news/analyst-ratings/ubs-upgrades-venture-global-stock-to-buy-on-plaquemines-volume-ramp-93CH-4208276 https://www.investing.com/news/analyst-ratings/ubs-upgrades-venture-global-stock-to-buy-on-plaquemines-volume-ramp-93CH-4208276"  
[X Link](https://x.com/anyuser/status/1959938113733619731)  2025-08-25T11:17Z [----] followers, [----] engagements


"And another one. Deutsche Bank upgrades Venture Global to a Buy. $17 pt. $VG https://www.investing.com/news/analyst-ratings/venture-global-stock-upgraded-to-buy-at-deutsche-bank-on-lng-strategy-93CH-4213973 https://www.investing.com/news/analyst-ratings/venture-global-stock-upgraded-to-buy-at-deutsche-bank-on-lng-strategy-93CH-4213973"  
[X Link](https://x.com/VGDeepDive/status/1961027276864172205)  2025-08-28T11:25Z [----] followers, [----] engagements


"Interesting detail: The upgrade followed a site visit leaving a deeper appreciation for "the scope of modularization and standardization" at the facility which is "much broader than just the mid-scale liquefaction trains and includes the pre-treatment units and power modules." And another one. Deutsche Bank upgrades Venture Global to a Buy. $17 pt. $VG https://t.co/TJXEx9kEoY And another one. Deutsche Bank upgrades Venture Global to a Buy. $17 pt. $VG https://t.co/TJXEx9kEoY"  
[X Link](https://x.com/anyuser/status/1961389930325721568)  2025-08-29T11:26Z [----] followers, [---] engagements


"Congrats to $NEXT on FERC reaffirmation resolving an environmental review. Full steam ahead @SergioChapa @grok what does this mean @SergioChapa @grok what does this mean"  
[X Link](https://x.com/anyuser/status/1961766664506155189)  2025-08-30T12:23Z [----] followers, [---] engagements


"$NEXT is stealing the show this week ✅ We are pleased to announce a 20-year SPA with EQT Corporation for [---] MTPA of #LNG Train [--] @RioGrandeLNG. #RioGrandeLNG #RGLNG $NEXT 📰 Read more: https://t.co/VLSxyCxKwT https://t.co/qwPUCf6UyZ ✅ We are pleased to announce a 20-year SPA with EQT Corporation for [---] MTPA of #LNG Train [--] @RioGrandeLNG. #RioGrandeLNG #RGLNG $NEXT 📰 Read more: https://t.co/VLSxyCxKwT https://t.co/qwPUCf6UyZ"  
[X Link](https://x.com/anyuser/status/1963600439192006856)  2025-09-04T13:50Z [----] followers, [---] engagements


"Looking forward to hearing from Venture Global CEO Mike Sabel on September [--] $VG Join Guido Brusco from Eni and Mike Sabel from Venture Global with moderator Brian Sullivan from CNBC for an insightful session on how LNG partnerships and modular export models are redefining energy resilience and long-term strategy. The Strategic Conference will unite the https://t.co/enY5sA4FUy Join Guido Brusco from Eni and Mike Sabel from Venture Global with moderator Brian Sullivan from CNBC for an insightful session on how LNG partnerships and modular export models are redefining energy resilience and"  
[X Link](https://x.com/anyuser/status/1964811742548197423)  2025-09-07T22:03Z [----] followers, [----] engagements


"Disappointing to see ideology distorting LNG reporting at BloombergNEF gone is the data-driven machine it bought from Michael Liebreich. @SStapczynski"  
[X Link](https://x.com/anyuser/status/1965032378373648462)  2025-09-08T12:40Z [----] followers, [----] engagements


"I hope more dots can be connected at @GastechEvent to help inform investors policymakers and climate scientists so we can follow a path that enables economic development in the worlds poorest countries while transitioning to cleaner and cleaner energy. Starting with coal"  
[X Link](https://x.com/anyuser/status/1965033037831573726)  2025-09-08T12:42Z [----] followers, [---] engagements


"💯💯💯 Venture Globals innovative approach is the result of collaboration with Italianand American partners. @EnergyFluxNews @VentureGlobal @ColumbiaUEnergy Amazing. You would think it would be the 1st thing said. What @VentureGlobal has achieved in Avenza with Baker Hughes is probably the most significant technological development in the LNG industry in the last [--] decades. On the same level as cascade optimization. @ColumbiaUEnergy @EnergyFluxNews @VentureGlobal @ColumbiaUEnergy Amazing. You would think it would be the 1st thing said. What @VentureGlobal has achieved in Avenza with Baker"  
[X Link](https://x.com/anyuser/status/1965428072414613609)  2025-09-09T14:52Z [----] followers, [----] engagements


"Another LNG deal with a non-end user. A sign of rampant speculation Nope. Malaysia is preparing for a plateau in domestic production and a gradual transition from exporter to importer while also serving other fast growing regional markets. @seb_kennedy @ira_joseph Woodside and PETRONAS Strengthen Partnership with [--] mtpa [--] Year LNG Supply Agreement $WDS https://t.co/rDusONL5RX Woodside and PETRONAS Strengthen Partnership with [--] mtpa [--] Year LNG Supply Agreement $WDS https://t.co/rDusONL5RX"  
[X Link](https://x.com/anyuser/status/1965724977803690116)  2025-09-10T10:32Z [----] followers, [----] engagements


"Total taking a 10% stake in $Next NextDecade train [--] and the market does not seem happy about it. https://totalenergies.com/news/press-releases/united-states-totalenergies-reaches-final-investment-decision-its-partners-rio https://totalenergies.com/news/press-releases/united-states-totalenergies-reaches-final-investment-decision-its-partners-rio"  
[X Link](https://x.com/VGDeepDive/status/1965782778425102706)  2025-09-10T14:21Z [----] followers, [----] engagements


"A lot more deals on the way. Venture Global Venture CEO Mike Sabel (aka Saint Mike). $VG This morning from #Gastech2025 in Milan: Venture Global CEO Mike Sabel joined @dan_murphy on @SquawkBoxEurope to discuss the company's recent long-term LNG deals and how they benefit US balance of trade with partners around the world. @CNBCi https://t.co/j9VWNW5arw This morning from #Gastech2025 in Milan: Venture Global CEO Mike Sabel joined @dan_murphy on @SquawkBoxEurope to discuss the company's recent long-term LNG deals and how they benefit US balance of trade with partners around the world. @CNBCi"  
[X Link](https://x.com/anyuser/status/1965787679989313951)  2025-09-10T14:41Z [----] followers, [----] engagements


"CEO Mike Sabel on $VG Venture Globals Slander Era: The markets for years convinced themselves that we would fail and they didnt need to react to us and that was helpful to us https://fortune.com/2025/09/25/venture-global-gas-exporter-slander-era/ https://fortune.com/2025/09/25/venture-global-gas-exporter-slander-era/"  
[X Link](https://x.com/anyuser/status/1971535367242387483)  2025-09-26T11:20Z [----] followers, [----] engagements


"The risk of irrational LNG exuberance is rising with every new government subsidy. The two biggest concerns: 1) Alaska LNG and 2) LNG Canada. If these projects make so much sense let the market do its thing. Shell & Co dont need taxpayer dollars. Shell CEO Wael Sawan Surprised by Record LNG Buildout Amid Gas Exuberance The number of final investment decisions being taken surprises me if I am honest because its at the higher end of the cost curve. Yet those capacities continue to come in. https://t.co/PqSaiz0wNI Shell CEO Wael Sawan Surprised by Record LNG Buildout Amid Gas Exuberance The"  
[X Link](https://x.com/anyuser/status/1972994865777840639)  2025-09-30T12:00Z [----] followers, [---] engagements


"Europe will need to import up to [---] additional liquefied natural gas cargoes this winter due to lower storage and a decline in pipeline flows from Russia and Algeria according to analysts and data deepening its dependency on U.S. gas. #lng $vg $lng https://www.reuters.com/business/energy/european-unions-us-gas-use-set-soar-increasing-price-volatility-2025-10-06/ https://www.reuters.com/business/energy/european-unions-us-gas-use-set-soar-increasing-price-volatility-2025-10-06/"  
[X Link](https://x.com/anyuser/status/1975200626717106322)  2025-10-06T14:05Z [----] followers, [----] engagements


"It is truly a hell of a day when your CFO resigns and the stock closes at $6.66 👹 $next"  
[X Link](https://x.com/anyuser/status/1976024439486836755)  2025-10-08T20:38Z [----] followers, [----] engagements


"@LNG_Investor_ A moment of silence for the real victim here the career of Shells General Counsel"  
[X Link](https://x.com/anyuser/status/1976420031379706266)  2025-10-09T22:50Z [----] followers, [---] engagements


"The three largest claims are now clear: Shell - Most expansive claim of damages. VG won at ICC. BP - May have had a tighter contract. VG lost at ICC. Sinopec - Higher risk w/ shorter contract more potential % value lost. VG settled. Remaining risks are more manageable"  
[X Link](https://x.com/anyuser/status/1976985698478833833)  2025-10-11T12:18Z [----] followers, [---] engagements


"My rough estimate: 40% of potential damages won/settled. (Shell Sinopec) 20% lost (BP). 40% TBD. Probability-adjusted (50/50 odds on the TBD) Id say total hit is around $2b. Thoughts"  
[X Link](https://x.com/anyuser/status/1976985700404019660)  2025-10-11T12:18Z [----] followers, [---] engagements


"Lucky timing on this shot"  
[X Link](https://x.com/anyuser/status/1977886360146002329)  2025-10-13T23:57Z [----] followers, [---] engagements


"Shell CEO on LNG: The number of final investment decisions being taken surprises me if I am honest Also Shell: liquify baby liquify The LNG market opportunity is substantial 😇😇😇 Shell invests in Nigeria offshore gas development. Read more: https://t.co/I6DXi2ry0w @Shell_Nigeria Shell invests in Nigeria offshore gas development. Read more: https://t.co/I6DXi2ry0w @Shell_Nigeria"  
[X Link](https://x.com/anyuser/status/1978162231935135871)  2025-10-14T18:13Z [----] followers, [----] engagements


"And since this piece is getting some eyeballs probably worth breaking it down as $VG continues navigating its slander era. Two broad points are worth reviewing. Money Stuff is assembled off-site at manufacturing and fabrication facilities in Italy and then shipped to our newsletter sites fully-assembled and packaged for installation. https://t.co/hnsbgELYk5 Money Stuff is assembled off-site at manufacturing and fabrication facilities in Italy and then shipped to our newsletter sites fully-assembled and packaged for installation. https://t.co/hnsbgELYk5"  
[X Link](https://x.com/anyuser/status/1978445821679976804)  2025-10-15T13:00Z [----] followers, [----] engagements


"@LNG_Investor_ Huge congratulations to NextDecade 🥂"  
[X Link](https://x.com/anyuser/status/1978948322070073529)  2025-10-16T22:17Z [----] followers, [---] engagements


"Our request for an extension is a case of aligning our permits with our actual construction schedule this request will have no impact on our expected commercial operations date which remains unchanged from what has been communicated and agreed upon with our customers. Venture Global seeks to quell client suspicions over LNG contracts https://t.co/lt5cA4gmo9 Venture Global seeks to quell client suspicions over LNG contracts https://t.co/lt5cA4gmo9"  
[X Link](https://x.com/anyuser/status/1979129710958264464)  2025-10-17T10:17Z [----] followers, [----] engagements


"These are the most interesting slides from $NEXT for the LNG community First projecting smooth absorption of the next wave of supply. Using a CAGR axis makes it look small - but these are big absolute volumes"  
[X Link](https://x.com/anyuser/status/1979156897283354850)  2025-10-17T12:05Z [----] followers, [----] engagements


"Thoughts on the $next investor update call: 1) Turbines Theyve locked in orders already for T1-5 and report a lead time up to 2031-32 for any new orders made today. A good most for producers but potential dampener on demand. @ira_joseph These are the most interesting slides from $NEXT for the LNG community First projecting smooth absorption of the next wave of supply. Using a CAGR axis makes it look small - but these are big absolute volumes. https://t.co/iTuEPxtyg9 These are the most interesting slides from $NEXT for the LNG community First projecting smooth absorption of the next wave of"  
[X Link](https://x.com/anyuser/status/1979277681410646214)  2025-10-17T20:05Z [----] followers, [----] engagements


"Venture Global CEO Mike Sabel met with President Zelenskiy today $VG in talks on providing Ukraine with more LNG. https://www.reuters.com/business/energy/venture-global-held-talks-with-ukraine-provide-it-with-more-lng-sources-say-2025-10-17/ https://www.reuters.com/business/energy/venture-global-held-talks-with-ukraine-provide-it-with-more-lng-sources-say-2025-10-17/"  
[X Link](https://x.com/anyuser/status/1979295955653370095)  2025-10-17T21:18Z [----] followers, 10.9K engagements


"Attendees included leadership from Bechtel Fluence Energy GE Vernova Holtec International Invenergy Jacobs Mercuria Parsons TechMet USA Venture Global and Westinghouse Electric Company. Discussed power infrastructure after destructive Russian attacks"  
[X Link](https://x.com/anyuser/status/1979297194655256974)  2025-10-17T21:23Z [----] followers, [---] engagements


"Lets ban Russian LNG but still service Russian gas equipment. https://www.bloomberg.com/news/articles/2025-09-08/europe-mulls-weaker-lng-terminal-rule-for-russian-gas-phaseout https://www.bloomberg.com/news/articles/2025-09-08/europe-mulls-weaker-lng-terminal-rule-for-russian-gas-phaseout"  
[X Link](https://x.com/anyuser/status/1980674449360974193)  2025-10-21T16:36Z [----] followers, [---] engagements


"Let us celebrate the birth of a 20-year USD synthetic Argentine sovereign bond with a call option on LNG 🎇🎆🧨 Golar LNG announced it has finalized all conditions for its 20-year charter of the [---] MTPA MK II FLNG to Southern Energy S.A. in Argentina securing $8 billion in EBITDA backlog. The project backed by full Argentine government approvals and RIGI incentives will operate in the Golar LNG announced it has finalized all conditions for its 20-year charter of the [---] MTPA MK II FLNG to Southern Energy S.A. in Argentina securing $8 billion in EBITDA backlog. The project backed by full"  
[X Link](https://x.com/anyuser/status/1981359465770176902)  2025-10-23T13:58Z [----] followers, [---] engagements


"@ira_joseph @ColumbiaUEnergy The real question therefore may not be what the LNG import level will be in the early 2030s but at what price does the market balance and clear Indeed"  
[X Link](https://x.com/anyuser/status/1981426688958275947)  2025-10-23T18:25Z [----] followers, [---] engagements


"@ira_joseph @SStapczynski @ColumbiaUEnergy Turbines turbines turbines. GE Vernova talking about selling smaller simpler gas turbines to power data centers as a stopgap before grid connection https://t.co/J3S7X6JpOz GE Vernova talking about selling smaller simpler gas turbines to power data centers as a stopgap before grid connection https://t.co/J3S7X6JpOz"  
[X Link](https://x.com/anyuser/status/1981462242924384535)  2025-10-23T20:46Z [----] followers, [----] engagements


"@LNG_Investor_ Oversupply in that there's more available gas supply than demand at the current price for China including domestic production. Is $11-12 a "high" LNG price This is from FRED - the underlying is Argus north asia spot price. Not looking so crazy"  
[X Link](https://x.com/anyuser/status/1982118487964156165)  2025-10-25T16:14Z [----] followers, [---] engagements


"@LNG_Investor_ This is a good summary of how Total ended up with a monster stick build project in Mozambique rather than using a far more efficient modular build (as told by a former Total VP) from 2019"  
[X Link](https://x.com/anyuser/status/1982148705915412503)  2025-10-25T18:14Z [----] followers, [---] engagements


"Does anyone have a recent global LNG project cost curve I.e. Breakeven (US$/mcf or $/MMBtu) vs cumulative capacity"  
[X Link](https://x.com/anyuser/status/1982224274275303669)  2025-10-25T23:14Z [----] followers, [----] engagements


"@ShaleTier7 I almost fell out of my chair 😂"  
[X Link](https://x.com/anyuser/status/1982466652512948299)  2025-10-26T15:17Z [----] followers, [---] engagements


"@LNG_Investor_ LNG truly is the widowmaker"  
[X Link](https://x.com/anyuser/status/1982885910967660594)  2025-10-27T19:03Z [----] followers, [---] engagements


"Interesting. Getting rid of export permits for LNG providing more legal protection for projects. This would lower project costs and support financing. A future administration would need to use other tools to stop or slow LNG exports or change the law. Ted Cruz introduces legislation to eliminate regulatory hurdles and expedite approval of LNG permits securing our energy trade and job markets https://t.co/JE2Au9FGeH Ted Cruz introduces legislation to eliminate regulatory hurdles and expedite approval of LNG permits securing our energy trade and job markets https://t.co/JE2Au9FGeH"  
[X Link](https://x.com/anyuser/status/1983355779357749657)  2025-10-29T02:10Z [----] followers, [----] engagements


"Shells Q3 [----] earnings illustrates how LNG has become a major profit engine integrated gas was almost half of Q3 adjusted earnings with much higher margins than other business lines. Also notable - no references to VG arbitration this quarter. 🤷🏼♂ $Shel"  
[X Link](https://x.com/anyuser/status/1983833300713271728)  2025-10-30T09:48Z [----] followers, [----] engagements


"91% of Corpus Christi Liquefaction Stage [--]. Im mostly here for the architecture. $LNG"  
[X Link](https://x.com/anyuser/status/1983932327567749395)  2025-10-30T16:21Z [----] followers, [----] engagements


"Happy FERC permit-appeal-expiry-date-versary to $Next for trains 1-5 as of October [--] [----] the order is no longer appealable to FERC. 🖥 Here's a third quarter [----] business update: 🛠 Raised the roof on two LNG tanks @RioGrandeLNG 📊 Two positive final investment decisions announced for Train [--] and Train [--] in September and October respectively. $NEXT #RioGrandeLNG https://t.co/aDmW0ygC0p 🖥 Here's a third quarter [----] business update: 🛠 Raised the roof on two LNG tanks @RioGrandeLNG 📊 Two positive final investment decisions announced for Train [--] and Train [--] in September and October"  
[X Link](https://x.com/anyuser/status/1984275572189769744)  2025-10-31T15:05Z [----] followers, [----] engagements


"Meanwhile. at the QatarGas North Field Expansion Project. a leviathan awakens #LNG"  
[X Link](https://x.com/VGDeepDive/status/1984442765124526395)  2025-11-01T02:09Z [----] followers, [----] engagements


"Helpful chart of Asian LNG spot price forecasts from Chenieres Q3. Forwards are pricing higher than most prognosticators for now. @SusanSakmar @ira_joseph The solution to low #LNG prices is low LNG prices just takes a few years to flow thru. Worth a read. @Cheniere EVP lays out "LNG Market Nearing Inflection Point". Entering period of significant supply growth "latent price sensitive LNG demand particularly in Asia will stand https://t.co/xKHXhXFPnG The solution to low #LNG prices is low LNG prices just takes a few years to flow thru. Worth a read. @Cheniere EVP lays out "LNG Market Nearing"  
[X Link](https://x.com/VGDeepDive/status/1984804306055299558)  2025-11-02T02:06Z [----] followers, [----] engagements


"The path forward for $VG is delivery delivery delivery. A series of good results is the path to re-rating. The legacy arbitration issues are material but not a primary driver of long term prospects. Im sure theyll move the price in the near term but use this signal at your own risk. FYI in case you are looking for my $VG scenario analysis Four practical scenarios (event paths per-share drag $14 odds narrative) 1) Blue-Sky Legal (cleanest) - BP damages at low end ($0.5B). - Others (Repsol/Galp/Orlen/Edison): dropped/settled immaterially. -Total FYI in case you are looking for my $VG scenario"  
[X Link](https://x.com/anyuser/status/1985432820660007349)  2025-11-03T19:44Z [----] followers, [----] engagements


"An unresolved question for gas demand for AI is monstrous. But where will that demand be The planned mega data centers within the US add competition for HH. So wed need to see more ex-US demand. Nextdecade CEO $NEXT Nextdecade CEO $NEXT"  
[X Link](https://x.com/anyuser/status/1986396154418901127)  2025-11-06T11:32Z [----] followers, [----] engagements


"Venture Global considered a low-cost supplier is charging $2.30 per million British thermal unit (mmBtu) for liquefaction in new contracts. The fee is higher than the $1.75 per mmBtu it charged for LNG out of Calcasieu Pass when that facility first contracted sales two people with knowledge of its pricing told Reuters"  
[X Link](https://x.com/VGDeepDive/status/1986401393238851698)  2025-11-06T11:52Z [----] followers, 11.7K engagements


"Full text: https://www.reuters.com/business/energy/us-lng-producers-ink-near-record-contract-volumes-even-fees-climb-2025-11-06/ https://www.reuters.com/business/energy/us-lng-producers-ink-near-record-contract-volumes-even-fees-climb-2025-11-06/"  
[X Link](https://x.com/anyuser/status/1986401398536425660)  2025-11-06T11:52Z [----] followers, [---] engagements


"Great news on another SPA for Venture Global $VG. Earnings on Monday pre-market Venture Global and ATLANTIC SEE LNG TRADE S.A. of Greece announced the execution of a new Sales and Purchase Agreement (SPA) for the purchase of a minimum of [---] million tonnes per annum (MTPA) of U.S. liquefied natural gas (LNG) from Venture Global for twenty years starting in https://t.co/xRa76A8JFL Venture Global and ATLANTIC SEE LNG TRADE S.A. of Greece announced the execution of a new Sales and Purchase Agreement (SPA) for the purchase of a minimum of [---] million tonnes per annum (MTPA) of U.S. liquefied"  
[X Link](https://x.com/VGDeepDive/status/1986750383319052412)  2025-11-07T10:59Z [----] followers, [----] engagements


"@k_nole11 Hmm earnings up stock down"  
[X Link](https://x.com/anyuser/status/1986761036620591143)  2025-11-07T11:41Z [----] followers, [----] engagements


"Some rough math: [---] mtpa [--] MMBtu/ton = [--] million MMBtu/year. [--] million MMBtu $2.30 liquefaction toll = $59.8m/year $59.8m [--] years = $1.2b over [--] years. Thats about 5% of Plaquemines Phase [--] note that the facility was not announced"  
[X Link](https://x.com/anyuser/status/1986780028470706350)  2025-11-07T12:57Z [----] followers, [---] engagements


"@ira_joseph @ColumbiaUEnergy Its not only about Greece"  
[X Link](https://x.com/anyuser/status/1986815599448584539)  2025-11-07T15:18Z [----] followers, [---] engagements


"Hard to get through my Sunday nap with all the bulls smashing things up in the kitchen. 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 [--] 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."  
[X Link](https://x.com/anyuser/status/1987658971302486313)  2025-11-09T23:10Z [----] followers, [----] engagements


"This little gem hiding in the Venture Global $VG earnings. A $1 trillion* projected contribution to the US long term balance of trade. Wow. No wonder LNG is so central to the US trade policy agenda"  
[X Link](https://x.com/anyuser/status/1987873616193634597)  2025-11-10T13:22Z [----] followers, [----] engagements


"A very helpful FAQ on Venture Global $VG arbitrations included in the earnings deck. (Useful after obnoxious half-baked reporting from Reuters.)"  
[X Link](https://x.com/anyuser/status/1987874650605474273)  2025-11-10T13:27Z [----] followers, [----] engagements


"My takeaway from the accounting updates is that they're going to expense this quarter-by-quarter over many years"  
[X Link](https://x.com/anyuser/status/1987877203720159442)  2025-11-10T13:37Z [----] followers, [---] engagements


"All the Venture Global fans on Twitter this morning. $VG"  
[X Link](https://x.com/anyuser/status/1987879240453308548)  2025-11-10T13:45Z [----] followers, [----] engagements


"The LNG demand outlook with S&P forecast as a baseline plus 3% (yellow) and 5% (blue-grey / off the chart) cagr scenarios. That "other asia" category is an important blob Taken from VG Q3 earnings. $VG $LNG @ira_joseph"  
[X Link](https://x.com/anyuser/status/1987881652391956736)  2025-11-10T13:54Z [----] followers, 16.8K engagements


"Dreams really do come true @k_nole11 Hmm earnings up stock down. @k_nole11 Hmm earnings up stock down"  
[X Link](https://x.com/anyuser/status/1987901739668828170)  2025-11-10T15:14Z [----] followers, [----] engagements


"Quote of the day in Venture Global Q3 earnings call from CEO Mike Sabel: "The key to success in any commodity business is being the low-cost producer." Something to remember if supply starts to outrun demand. $VG"  
[X Link](https://x.com/anyuser/status/1987985076999909661)  2025-11-10T20:45Z [----] followers, [----] engagements


"@LNG_Investor_ 🙄 VG is now mired in litigation even though the amounts at stake are modest relative to liquidity"  
[X Link](https://x.com/anyuser/status/1988036037684179231)  2025-11-11T00:08Z [----] followers, [---] engagements


"As a reminder Shell already tried to obtain old documents last year and its request was limited by FERC. This appears to be a new narrowing avenue to relitigate the same point. $VG https://www.reuters.com/business/energy/us-regulator-denies-shells-request-older-venture-global-lngs-documents-2024-10-10/ https://www.reuters.com/business/energy/us-regulator-denies-shells-request-older-venture-global-lngs-documents-2024-10-10/"  
[X Link](https://x.com/anyuser/status/1988234192837128372)  2025-11-11T13:15Z [----] followers, [---] engagements


"As a second reminder the NY Supreme Court cant overrule FERC. Shells argument is that $VGs use of FERC confidentiality made the arbitration unfair. However that confidentiality is explicitly protected under federal law and is widely used. This case is a low-cost tool for Shell to disrupt a fast-growing competitor. The slander era continues"  
[X Link](https://x.com/anyuser/status/1988243993017106448)  2025-11-11T13:54Z [----] followers, [---] engagements


"Shells petition to vacate the arbitration award against Venture Global $VG is a moonshot. Shell alleges that there are hidden communications that would have revealed bad faith pointing to the BP outcome. However recall that the BP contract and arbitration is confidential. The main objective of the suit in my view is to weigh down VG as a competitor in the LNG space. There is little downside for Shell to see this through to the end"  
[X Link](https://x.com/anyuser/status/1988605323565834533)  2025-11-12T13:50Z [----] followers, [----] engagements


"EU LNG imports from Russia vs Russian spending on civilian aerial attacks on Ukraine. Thanks to the hard work of @TotalEnergies https://razomwestand.com/new-research-yamal-lng-europes-energy-dilemma/ https://razomwestand.com/new-research-yamal-lng-europes-energy-dilemma/"  
[X Link](https://x.com/anyuser/status/1988628139614912601)  2025-11-12T15:21Z [----] followers, [---] engagements


"A good outcome and a nice gesture on the use of proceeds. The company plans to use the money for coastal restoration efforts in Louisiana. Shell has been ordered to pay Venture Globals legal fees for an arbitration case that the liquefied natural gas exporter prevailed in over the oil giant https://t.co/BqjXpCxJCh Shell has been ordered to pay Venture Globals legal fees for an arbitration case that the liquefied natural gas exporter prevailed in over the oil giant https://t.co/BqjXpCxJCh"  
[X Link](https://x.com/anyuser/status/1989489636885106859)  2025-11-15T00:24Z [----] followers, [----] engagements


"@Ethan_0502 90-94 commissioning cargos this quarter 400MW or temporary power. The power island is still under construction"  
[X Link](https://x.com/anyuser/status/1989648019822973124)  2025-11-15T10:53Z [----] followers, [---] engagements


"@Ethan_0502 I honestly dont think anyone appreciates the cashflow coming from this thing right now"  
[X Link](https://x.com/anyuser/status/1989696859678384259)  2025-11-15T14:07Z [----] followers, [---] engagements

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