Dark | Light
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@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, $next, shell, russia the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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

- X Week XXXXXX +118%
- X Month XXXXXX +42%

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

- X Week XX +190%
- X Month XX -XX%

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

- X Week XXX +26%
- X Month XXX +56%

### CreatorRank: XXXXXXX [#](/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 [#](/creator/twitter::1940016518974394368/influence)
---

**Social category influence**
[countries](/list/countries)  XXXXX% [finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$vg](/topic/$vg) #5, [$next](/topic/$next) 5.56%, [shell](/topic/shell) #826, [russia](/topic/russia) 3.7%, [lng](/topic/lng) 3.7%, [money](/topic/money) 3.7%, [italy](/topic/italy) #2254, [a very](/topic/a-very) #1676, [mozambique](/topic/mozambique) 1.85%, [$4b](/topic/$4b) XXXX%

**Top accounts mentioned or mentioned by**
[@lnginvestor](/creator/undefined) [@irajoseph](/creator/undefined) [@columbiauenergy](/creator/undefined) [@leedzlyfe](/creator/undefined) [@convictionlab](/creator/undefined) [@saulkavonic](/creator/undefined) [@edwinpjacques](/creator/undefined) [@rodoro16](/creator/undefined) [@yunmins51765862](/creator/undefined) [@ayusovalue](/creator/undefined) [@fpotentialis](/creator/undefined) [@couldbemistaken](/creator/undefined) [@shaletier7](/creator/undefined) [@ira_joseph](/creator/undefined) [@secretaryburgum](/creator/undefined) [@gerardofortuna](/creator/undefined) [@grok](/creator/undefined) [@gastechevent](/creator/undefined) [@drunderdunk](/creator/undefined) [@ventureglobal](/creator/undefined)

**Top assets mentioned**
[Vonage Holdings Corporation (VG)](/topic/$vg) [NextDecade Corporation Common Stock (NEXT)](/topic/$next) [GE Vernova Inc. (GEV)](/topic/$gev) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Convex Finance (CVX)](/topic/$cvx)
### Top Social Posts [#](/creator/twitter::1940016518974394368/posts)
---
Top posts by engagements in the last XX hours

"Given Total's ownership of Russia LNG assets it's insane that the US is subsidizing Total's Mozambique LNG project with over $4b in financing. Seems like something that needs urgent action. @SecretaryBurgum"  
[X Link](https://x.com/VGDeepDive/status/1978802057508237368) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-16T12:35Z XXX followers, XXX 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/VGDeepDive/status/1979297194655256974) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-17T21:23Z XXX followers, XXX engagements


"@yunmins51765862 I love this"  
[X Link](https://x.com/VGDeepDive/status/1978827938683339216) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-16T14:18Z XXX followers, XXX engagements


"@ConvictionLab LNG is a commodity - there is not likely to be much price differentiation based on brand"  
[X Link](https://x.com/VGDeepDive/status/1976415058461852120) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-09T22:30Z XXX followers, XXX engagements


"It is truly a hell of a day when your CFO resigns and the stock closes at $XXXX 👹 $next"  
[X Link](https://x.com/VGDeepDive/status/1976024439486836755) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-08T20:38Z XXX followers, 2975 engagements


"@ira_joseph @saulkavonic @ColumbiaUEnergy Another day another customer"  
[X Link](https://x.com/VGDeepDive/status/1978952068032258112) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-16T22:31Z XXX followers, XX engagements


"The EU imported a record volume of Russian LNG in 2024"  
[X Link](https://x.com/VGDeepDive/status/1978796252855681464) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-16T12:12Z XXX followers, XXX engagements


"Europe will need to import up to XXX 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"  
[X Link](https://x.com/VGDeepDive/status/1975200626717106322) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-06T14:05Z XXX followers, 4528 engagements


"@ira_joseph @saulkavonic @ColumbiaUEnergy Another day another customer"  
[X Link](https://x.com/VGDeepDive/status/1978803645111021702) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-16T12:42Z XXX followers, XXX engagements


"@ira_joseph @saulkavonic @ColumbiaUEnergy 🤷🏼♂ Theyve agreed to $3.4b/year in US LNG lets see whats happens. Other developing economies in East / South Asia face declining production with far less capacity to replace it and a lot of manufacturing dependencies on gas. Malaysia wants to supply them"  
[X Link](https://x.com/VGDeepDive/status/1978816161031569754) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-16T13:31Z XXX followers, XX engagements


"@FPotentialis VGs successful innovation has infuriated the oil majors trying to pivot into LNG shell bp total etc. Your post is repeating the oil majors talking points. The sell-as-you-build model means that there are more commissioning cargos by design"  
[X Link](https://x.com/VGDeepDive/status/1979217828013113719) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-17T16:07Z XXX followers, XX engagements


"@EdwinPJacques VG is feeding the tiger it's trying to cage. $VG was an early adopter of modular tech and is way ahead. Chevron BP Shell and Total want to own this space and they're trying to pivot. They want the LNG. They also want to try to break $VG's kneecaps"  
[X Link](https://x.com/VGDeepDive/status/1978806145335607465) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-16T12:52Z XXX followers, XXX 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/VGDeepDive/status/1979156897283354850) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-17T12:05Z XXX followers, 3539 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"  
[X Link](https://x.com/VGDeepDive/status/1971535367242387483) [@VGDeepDive](/creator/x/VGDeepDive) 2025-09-26T11:20Z XXX followers, 1642 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"  
[X Link](https://x.com/VGDeepDive/status/1978445821679976804) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-15T13:00Z XXX followers, 1117 engagements


"2) They can start producing LNG earlier than conventional plants but they can delay fulfilling their contracts longer than conventional plants. Yes LNG is produced earlier. No contracts cannot be delayed longer than conventional plants. Why would they be the case"  
[X Link](https://x.com/VGDeepDive/status/1978445827237421335) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-15T13:00Z XXX followers, XXX engagements


"Moodys also affirms Venture Global rating outlook revised downward to stable. Key question: amount of BP damages. Read the update:"  
[X Link](https://x.com/VGDeepDive/status/1978951084002431005) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-16T22:28Z XXX followers, XXX engagements


"Removing Unipec/Sinopec from the equation is quite good news for Venture Global. This three-year contract had higher potential for damages. $VG"  
[X Link](https://x.com/VGDeepDive/status/1976985696276824257) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-11T12:18Z XXX followers, 3654 engagements


"@matt_levine is hilarious as usual However $VG is not exactly waiting to paint the last rivet. Modular building techniques will be the norm within a few years"  
[X Link](https://x.com/VGDeepDive/status/1978185841030688782) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-14T19:47Z XXX followers, XXX engagements


"$VG had a well documented power system delay on CP1 that was reviewed and documented at FERC. That delay is the subject of recent arbitration not the produce-as-you-build financial and physical engineering innovation that will be eventually copied by Shell BP and Total"  
[X Link](https://x.com/VGDeepDive/status/1978445829749838259) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-15T13:00Z XXX followers, XXX engagements


"There she is the Queen of the Potomac $VG"  
[X Link](https://x.com/VGDeepDive/status/1977757611383488771) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-13T15:25Z XXX followers, 4107 engagements


"Venture Global CEO Mike Sabel met with President Zelenskiy today $VG in talks on providing Ukraine with more LNG"  
[X Link](https://x.com/VGDeepDive/status/1979295955653370095) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-17T21:18Z XXX followers, 4517 engagements


"@ConvictionLab $next has a bright future - I just dont think its tied to VGs arbitration"  
[X Link](https://x.com/VGDeepDive/status/1976422038534492331) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-09T22:58Z XXX followers, XXX engagements


"1) an investment banker and lawyer started a company so theyll do bad things by nature. The opposite $VG is a physical and financial engineering marvel. Modular trains are fast scalable and generate output as each smaller train is built. This is innovation"  
[X Link](https://x.com/VGDeepDive/status/1978445824003568088) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-15T13:00Z XXX followers, XXX 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 X and Phase X which remain the same " Venture Global told Reuters on Tuesday"  
[X Link](https://x.com/VGDeepDive/status/1978254888774562273) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-15T00:21Z XXX followers, 1673 engagements


"Fitch affirms Venture Global rating outlook revised downward to negative. A very useful discussion of risks and mitigations included. $VG"  
[X Link](https://x.com/VGDeepDive/status/1978663836556079268) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-16T03:26Z XXX followers, 2673 engagements


"@Rodoro16 @CouldBeMistaken @ShaleTier7 There aren't any special tricks -- commissioning cargos are part of the process of developing the project. If the market decides to change the standard model long-term contracts will be more expensive"  
[X Link](https://x.com/VGDeepDive/status/1976690300266725645) [@VGDeepDive](/creator/x/VGDeepDive) 2025-10-10T16:44Z XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@VGDeepDive Avatar @VGDeepDive Venture Global Deep Dive

Venture Global Deep Dive posts on X about $vg, $next, shell, russia the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +118%
  • X Month XXXXXX +42%

Mentions: XX #

Mentions Line Chart

  • X Week XX +190%
  • X Month XX -XX%

Followers: XXX #

Followers Line Chart

  • X Week XXX +26%
  • X Month XXX +56%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence countries XXXXX% finance XXXXX% stocks XXXX% cryptocurrencies XXXX%

Social topic influence $vg #5, $next 5.56%, shell #826, russia 3.7%, lng 3.7%, money 3.7%, italy #2254, a very #1676, mozambique 1.85%, $4b XXXX%

Top accounts mentioned or mentioned by @lnginvestor @irajoseph @columbiauenergy @leedzlyfe @convictionlab @saulkavonic @edwinpjacques @rodoro16 @yunmins51765862 @ayusovalue @fpotentialis @couldbemistaken @shaletier7 @ira_joseph @secretaryburgum @gerardofortuna @grok @gastechevent @drunderdunk @ventureglobal

Top assets mentioned Vonage Holdings Corporation (VG) NextDecade Corporation Common Stock (NEXT) GE Vernova Inc. (GEV) Cheniere Energy, Inc. (LNG) Convex Finance (CVX)

Top Social Posts #


Top posts by engagements in the last XX hours

"Given Total's ownership of Russia LNG assets it's insane that the US is subsidizing Total's Mozambique LNG project with over $4b in financing. Seems like something that needs urgent action. @SecretaryBurgum"
X Link @VGDeepDive 2025-10-16T12:35Z XXX followers, XXX 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 @VGDeepDive 2025-10-17T21:23Z XXX followers, XXX engagements

"@yunmins51765862 I love this"
X Link @VGDeepDive 2025-10-16T14:18Z XXX followers, XXX engagements

"@ConvictionLab LNG is a commodity - there is not likely to be much price differentiation based on brand"
X Link @VGDeepDive 2025-10-09T22:30Z XXX followers, XXX engagements

"It is truly a hell of a day when your CFO resigns and the stock closes at $XXXX 👹 $next"
X Link @VGDeepDive 2025-10-08T20:38Z XXX followers, 2975 engagements

"@ira_joseph @saulkavonic @ColumbiaUEnergy Another day another customer"
X Link @VGDeepDive 2025-10-16T22:31Z XXX followers, XX engagements

"The EU imported a record volume of Russian LNG in 2024"
X Link @VGDeepDive 2025-10-16T12:12Z XXX followers, XXX engagements

"Europe will need to import up to XXX 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"
X Link @VGDeepDive 2025-10-06T14:05Z XXX followers, 4528 engagements

"@ira_joseph @saulkavonic @ColumbiaUEnergy Another day another customer"
X Link @VGDeepDive 2025-10-16T12:42Z XXX followers, XXX engagements

"@ira_joseph @saulkavonic @ColumbiaUEnergy 🤷🏼♂ Theyve agreed to $3.4b/year in US LNG lets see whats happens. Other developing economies in East / South Asia face declining production with far less capacity to replace it and a lot of manufacturing dependencies on gas. Malaysia wants to supply them"
X Link @VGDeepDive 2025-10-16T13:31Z XXX followers, XX engagements

"@FPotentialis VGs successful innovation has infuriated the oil majors trying to pivot into LNG shell bp total etc. Your post is repeating the oil majors talking points. The sell-as-you-build model means that there are more commissioning cargos by design"
X Link @VGDeepDive 2025-10-17T16:07Z XXX followers, XX engagements

"@EdwinPJacques VG is feeding the tiger it's trying to cage. $VG was an early adopter of modular tech and is way ahead. Chevron BP Shell and Total want to own this space and they're trying to pivot. They want the LNG. They also want to try to break $VG's kneecaps"
X Link @VGDeepDive 2025-10-16T12:52Z XXX followers, XXX 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 @VGDeepDive 2025-10-17T12:05Z XXX followers, 3539 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"
X Link @VGDeepDive 2025-09-26T11:20Z XXX followers, 1642 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"
X Link @VGDeepDive 2025-10-15T13:00Z XXX followers, 1117 engagements

"2) They can start producing LNG earlier than conventional plants but they can delay fulfilling their contracts longer than conventional plants. Yes LNG is produced earlier. No contracts cannot be delayed longer than conventional plants. Why would they be the case"
X Link @VGDeepDive 2025-10-15T13:00Z XXX followers, XXX engagements

"Moodys also affirms Venture Global rating outlook revised downward to stable. Key question: amount of BP damages. Read the update:"
X Link @VGDeepDive 2025-10-16T22:28Z XXX followers, XXX engagements

"Removing Unipec/Sinopec from the equation is quite good news for Venture Global. This three-year contract had higher potential for damages. $VG"
X Link @VGDeepDive 2025-10-11T12:18Z XXX followers, 3654 engagements

"@matt_levine is hilarious as usual However $VG is not exactly waiting to paint the last rivet. Modular building techniques will be the norm within a few years"
X Link @VGDeepDive 2025-10-14T19:47Z XXX followers, XXX engagements

"$VG had a well documented power system delay on CP1 that was reviewed and documented at FERC. That delay is the subject of recent arbitration not the produce-as-you-build financial and physical engineering innovation that will be eventually copied by Shell BP and Total"
X Link @VGDeepDive 2025-10-15T13:00Z XXX followers, XXX engagements

"There she is the Queen of the Potomac $VG"
X Link @VGDeepDive 2025-10-13T15:25Z XXX followers, 4107 engagements

"Venture Global CEO Mike Sabel met with President Zelenskiy today $VG in talks on providing Ukraine with more LNG"
X Link @VGDeepDive 2025-10-17T21:18Z XXX followers, 4517 engagements

"@ConvictionLab $next has a bright future - I just dont think its tied to VGs arbitration"
X Link @VGDeepDive 2025-10-09T22:58Z XXX followers, XXX engagements

"1) an investment banker and lawyer started a company so theyll do bad things by nature. The opposite $VG is a physical and financial engineering marvel. Modular trains are fast scalable and generate output as each smaller train is built. This is innovation"
X Link @VGDeepDive 2025-10-15T13:00Z XXX followers, XXX 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 X and Phase X which remain the same " Venture Global told Reuters on Tuesday"
X Link @VGDeepDive 2025-10-15T00:21Z XXX followers, 1673 engagements

"Fitch affirms Venture Global rating outlook revised downward to negative. A very useful discussion of risks and mitigations included. $VG"
X Link @VGDeepDive 2025-10-16T03:26Z XXX followers, 2673 engagements

"@Rodoro16 @CouldBeMistaken @ShaleTier7 There aren't any special tricks -- commissioning cargos are part of the process of developing the project. If the market decides to change the standard model long-term contracts will be more expensive"
X Link @VGDeepDive 2025-10-10T16:44Z XXX followers, XXX engagements

@VGDeepDive
/creator/twitter::VGDeepDive