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[@LNG_Investor_](/creator/twitter/LNG_Investor_)
"@saulkavonic Thats normal for mezzanine financing. The other $730mm is XXX bps above bank debt"  
[X Link](https://x.com/LNG_Investor_/status/1979293886280515817) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-17T21:10Z 5887 followers, XXX engagements


"Scotiabank lowers Venture Global price target to $XX from $XX $VG The firm notes a tumultuous 2025 in operations and corporate level circumstances. Some were beyond the companys control others were driven by divergence between business performance and consecutive expectations"  
[X Link](https://x.com/LNG_Investor_/status/1979271708604338615) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-17T19:42Z 5887 followers, 1345 engagements


"Venture Global suffers defeat in BP arbitration $VG"  
[X Link](https://x.com/LNG_Investor_/status/1976389312800489565) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-09T20:48Z 5887 followers, 11.8K engagements


"Commonwealth LNGs Gas Export Facility Faces State Court Setback A Louisiana state court vacated the coastal-use permit for Commonwealth LNGs proposed export facility saying the state agency violated Louisiana law. The court remanded the permit to re-do"  
[X Link](https://x.com/LNG_Investor_/status/1978173273696338416) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-14T18:57Z 5882 followers, 1800 engagements


"Morgan Stanley downgrades $NFE price target from $X to $1"  
[X Link](https://x.com/LNG_Investor_/status/1978818451641610301) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-16T13:40Z 5887 followers, 2122 engagements


"🚨Sempra Announces Strategic Transactions Advancing Goal of Building Leading U.S. Utility Growth Business Reaches FID on Port Arthur LNG Phase X $SRE"  
[X Link](https://x.com/LNG_Investor_/status/1970461540114424163) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-09-23T12:13Z 5860 followers, 1086 engagements


"Citi initiates coverage on Golar with a buy rating and $XX price target. This represents XX% upside to last close $GLNG"  
[X Link](https://x.com/LNG_Investor_/status/1976634543328444760) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-10T13:02Z 5886 followers, 5041 engagements


"Venture Global sinks as BP's arbitration win renews worries over pending disputes BP is seeking over $1B in damages and Venture Global is facing arbitration against other customers seeking over $4B $VG"  
[X Link](https://x.com/LNG_Investor_/status/1976653697301004422) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-10T14:19Z 5887 followers, 4786 engagements


"@energee123"  
[X Link](https://x.com/LNG_Investor_/status/1978510133744320658) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-15T17:15Z 5872 followers, XXX engagements


"@Big_U_Dawg It was reiterated yesterday. No material update relative to September"  
[X Link](https://x.com/LNG_Investor_/status/1978852624716771448) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-16T15:56Z 5881 followers, XXX engagements


"$NFE made their much anticipated bond coupon payment 🥳"  
[X Link](https://x.com/LNG_Investor_/status/1973376046683533415) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-01T13:14Z 5877 followers, 5592 engagements


"Goldman Sachs maintains Buy rating on Venture Global despite arbitration outcome assigns $XXXXX price target Their base case assumes a $1B outflow 2026. They modeled a downside case where all pending arbitrations are ruled against $VG resulting in a $XX PT vs $X current"  
[X Link](https://x.com/LNG_Investor_/status/1978913700867154245) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-16T19:59Z 5884 followers, 2801 engagements


"Steve Cohens Point72 and Paul Tutor Jones Tudor Investments started positions in $NEXT last quarter of $8mm and $2mm in value respectively"  
[X Link](https://x.com/LNG_Investor_/status/1958230593843413094) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-08-20T18:12Z 5887 followers, 4314 engagements


"Morgan Stanley reiterates their $XX price target on NextDecade $NEXT This represents XX% upside to current prices"  
[X Link](https://x.com/LNG_Investor_/status/1978822842406891627) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-16T13:58Z 5887 followers, 8981 engagements


"Thoughts On NextDecade $NEXT is a cheaply priced investment with adequate compensation for the execution risk. Itll remain a volatile stock & with a history of losing half its market value once a year is not a holding for those timing the market"  
[X Link](https://x.com/LNG_Investor_/status/1973784223090692231) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-02T16:16Z 5852 followers, 2095 engagements


"Bessent urges Japan other countries to cut imports of Russian LNG Countries that buy Russian energy should switch to alternative sources Secretary Bessent said Wednesday as G7 finance chiefs were set to meet to discuss tougher sanctions on Russia"  
[X Link](https://x.com/LNG_Investor_/status/1978548003633037496) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-15T19:46Z 5881 followers, 1962 engagements


"Mizuho downgrades Venture Global to Neutral and revises price target to $XX from $XX $VG"  
[X Link](https://x.com/LNG_Investor_/status/1976598865165115676) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-10T10:41Z 5887 followers, 4459 engagements


"$NFE delivers debt for equity swap proposal to creditors"  
[X Link](https://x.com/LNG_Investor_/status/1976734699122049244) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-10T19:40Z 5884 followers, 3894 engagements


"Comstock Resources hit a XX week low today. $CRK"  
[X Link](https://x.com/LNG_Investor_/status/1732838096121590264) [@LNG_Investor_](/creator/x/LNG_Investor_) 2023-12-07T19:02Z 5826 followers, XXX engagements


"@AnalysisOp Right now its around 10x EV/EBITDA. Not cheap not expensive"  
[X Link](https://x.com/LNG_Investor_/status/1978471314567336231) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-15T14:41Z 5872 followers, XXX engagements


"Whos got the LBO model on these guys $GLNG"  
[X Link](https://x.com/LNG_Investor_/status/1976636816280412186) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-10T13:11Z 5859 followers, 4757 engagements


"With $NEXT reaching FID yesterday its interesting to take a look back at Morgan Stanleys risks to the upside and downside to their $XX price target 🤔"  
[X Link](https://x.com/LNG_Investor_/status/1979161752676819454) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-17T12:25Z 5887 followers, 5007 engagements


"@SusanSakmar @energee123"  
[X Link](https://x.com/LNG_Investor_/status/1978510202254102705) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-15T17:16Z 5872 followers, XXX engagements


"Options volume on $VG just went insane"  
[X Link](https://x.com/LNG_Investor_/status/1978903354580316592) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-16T19:18Z 5887 followers, 9137 engagements


"NextDecade CFO resigns $NEXT"  
[X Link](https://x.com/LNG_Investor_/status/1975894902706971051) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-08T12:03Z 5887 followers, 7274 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"  
[X Link](https://x.com/LNG_Investor_/status/1978217923949773116) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-14T21:54Z 5887 followers, 6850 engagements


"Rio Grande LNG progress picture $NEXT"  
[X Link](https://x.com/LNG_Investor_/status/1978523615101420018) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-15T18:09Z 5872 followers, 3809 engagements


"$NEXT before and after FID"  
[X Link](https://x.com/LNG_Investor_/status/1973389420268073175) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-01T14:07Z 5854 followers, 9317 engagements


"NextDecade announces positive FID on Train X of Rio Grande LNG They now have XX mtpa of LNG production under construction and over $31B fully funded $NEXT"  
[X Link](https://x.com/LNG_Investor_/status/1978924465749725419) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-16T20:42Z 5887 followers, 27.1K engagements


"Waha gas prices collapsed this week to their lowest level on record plummeting to minus $8.5/mmbtu amid worsening pipeline constraints in the Permian"  
[X Link](https://x.com/LNG_Investor_/status/1976607863725568496) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-10T11:16Z 5872 followers, 7755 engagements


"Energy Transfer Delays Lake Charles LNG Project Decision to Early 2026 The company cited rising costs and need for time to finalize contracts as reasons for the delay $ET"  
[X Link](https://x.com/LNG_Investor_/status/1978509687084745154) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-15T17:14Z 5884 followers, 5481 engagements


"Energy Transfer will delay FID on Lake Charles LNG until Q1 2026 $ET"  
[X Link](https://x.com/LNG_Investor_/status/1972630611614679452) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-09-29T11:52Z 5872 followers, 8084 engagements


"Energy Transfer and EIGs MidOcean Are Close to Finalizing US LNG Supply Deal $ET The pact cements an HOA signed in April under which EIG would commit XX% of Lake Charles construction costs to receive XX% of LNG production"  
[X Link](https://x.com/LNG_Investor_/status/1973454940686188911) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-01T18:28Z 5872 followers, 1329 engagements


"Insiders only buy for one reason $NEXT"  
[X Link](https://x.com/LNG_Investor_/status/1969047370613567645) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-09-19T14:34Z 5887 followers, 19.2K engagements


"Venture Global receives their extension of time to put the Plaquemines LNG into service from FERC $VG"  
[X Link](https://x.com/LNG_Investor_/status/1978901224922440177) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-16T19:09Z 5887 followers, 5222 engagements


"Hanwha increases their NextDecade stake by another 1mm shares ($7mm) $NEXT"  
[X Link](https://x.com/LNG_Investor_/status/1971367745179840656) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-09-26T00:14Z 5873 followers, 7239 engagements


"Hedge fund giant Citadel is in advanced discussions to acquire Haynesville Shale natural gas assets from Comstock Resources"  
[X Link](https://x.com/LNG_Investor_/status/1973855075773612159) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-02T20:58Z 5821 followers, 1724 engagements


"@BlueDuckCap Best walkout song for the baseball team"  
[X Link](https://x.com/LNG_Investor_/status/1978179451293708302) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-14T19:21Z 5825 followers, XXX engagements


"@TheSteadyFund $VG"  
[X Link](https://x.com/LNG_Investor_/status/1976390660275175651) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-09T20:53Z 5885 followers, 2432 engagements


"$NEXT short interest increased by XX% since last period"  
[X Link](https://x.com/LNG_Investor_/status/1976599798716469337) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-10T10:44Z 5852 followers, 2829 engagements


"@BlueDuckCap I always enjoy the kids walking out to 80s rock. Thunderstruck another good one. S on my chest another good lil Wayne walkout song"  
[X Link](https://x.com/LNG_Investor_/status/1978180537371050270) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-14T19:26Z 5826 followers, XXX engagements


"Commissioner See Calls for Streamlined Process to Advance LNG Infrastructure Developing an expedited and statutorily sound program for LNG terminals similar to the blanket certificate program for pipelines is one of my top priorities. $LNG $VG $NEXT"  
[X Link](https://x.com/LNG_Investor_/status/1969064522548703411) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-09-19T15:42Z 5882 followers, 3170 engagements


"Fresh fight brewing between Venture Global and long-term customers Chevron and Orlen file complaints with FERC over US LNG players request for more time to build Plaquemines LNG $VG"  
[X Link](https://x.com/LNG_Investor_/status/1978535842940370992) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-15T18:57Z 5883 followers, 2680 engagements


"Moodys downgrades Venture Global to Stable from Positive amid arbitration ruling $VG"  
[X Link](https://x.com/LNG_Investor_/status/1978910230864957689) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-16T19:45Z 5887 followers, 1748 engagements


"When the stock youve been bagholding finally breaks even"  
[X Link](https://x.com/LNG_Investor_/status/1973773871238074871) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-02T15:35Z 5852 followers, 3550 engagements


"🎉🥳Port Arthur LNG Phase X FID $SRE"  
[X Link](https://x.com/LNG_Investor_/status/1970468261318762839) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-09-23T12:40Z 5860 followers, 7418 engagements


"Call volume of 60k the highest in their history $VG"  
[X Link](https://x.com/LNG_Investor_/status/1978906318871175437) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-16T19:30Z 5887 followers, 6796 engagements


"Mizuho downgrades Venture Global following the BP arbitration ruling and lowers price target from $XX to $XX Mizuho cited uncertainty on the remaining $XXX billion in potential CP1 arbitration cases as a key factor in its downgrade noting shares are likely to remain capped $VG"  
[X Link](https://x.com/LNG_Investor_/status/1978915622852456607) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-16T20:07Z 5884 followers, 1682 engagements


"Whos Afraid of American LNG Total the French energy giant wants the U.S. to stop producing so much. $TOT"  
[X Link](https://x.com/LNG_Investor_/status/1978611446159229222) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-15T23:58Z 5882 followers, 2695 engagements


"@ACapitalLP $OKLO"  
[X Link](https://x.com/LNG_Investor_/status/1979314112149754281) [@LNG_Investor_](/creator/x/LNG_Investor_) 2025-10-17T22:30Z 5887 followers, 1221 engagements