LNG Investor
@LNG_Investor_
LNG, Energy, and other news I find interesting.
Puerto Rico Ends Talks With New Fortress Energy on $20 Billion LNG Deal - Bloomberg $NFE bloomberg.com/news/articles/…
Puerto Rico's Federal Watchdog Cites Deep Concerns Over New Fortress LNG Deal $NFE “There appears to be no entity that is accountable to explain the negotiations or the rationale behind the proposed terms and conditions, and its impact on ratepayers” bloomberg.com/news/articles/…
Cheniere starts pre-filing for the 24 mtpa Corpus Christi Stage IV Project. FID planned for 2027 with full in-service date of 2035. $LNG
Why New Fortress Energy halted operations of a Brazil LNG terminal $NFE “The decision was taken due to the uncertainty regarding the realization of the country's next backup capacity tender, which has not been rescheduled after the government canceled it” bnamericas.com/en/features/wh…
Is $ET trading at 7.5 EV/EBITDA a crime or is it just me?
Why am I able to buy my favorite name $LNG for so cheap today? 🤨 $227/share
🚨Golden Pass LNG has nominated feed gas for the facility for the first time as it works toward startup! Evening cycle for today shows about 4 MMcf, according to @NGInews data. GP asked FERC recently for authorization to introduce fuel gas and hazardous fluids to some systems.🚨
Blackrock doubled their ownership in $NFE, now owning 6.7% (18.5mm shares) Pretty interesting considering Wes being an MD there before starting Fortress.
🇮🇳🇺🇸India’s GAIL is in early discussions to buy LNG from Alaska LNG
$NEXT CEO is speaking at GasTech. I’m looking forward to the excitement GasTech will deliver.
Matt Schatzman, Chairman & CEO, @NextDecadeLNG, will be speaking at the Gastech 2025 Strategic Conference. The Strategic Conference will unite the world’s energy leaders, policymakers, pioneering innovators, and strategic investors, to build the alliances necessary to chart a…
Trump: I was surprised he was appointed— surprised frankly that Biden put him in and extended him. Trump is the one who appointed Powell… 🤦♂️
Reporter: Do you have plans or are you considering firing Powell? What is your justification? Trump: I was surprised he was appointed— surprised frankly that Biden put him in and extended him. We’re not planning on doing anything
Bloomberg: Trump Likely to Fire Powell Soon, White House Official Says
“While the news out of Puerto Rico is encouraging, we believe that questions remain on whether the Company can successfully navigate the financial challenges it faces over the next 12-18 months. We are reducing our target from $8 to $2 based on shares trading ~20x EV/EBITDA” $NFE
Deutsche Bank Cuts Price Target on New Fortress Energy to $2 From $8, Keeps Hold Rating $NFE
~$10mm annual cash flow starting in fall $NFE
New Fortress Energy Executes 5-year Charter for Energos Winter $NFE ir.newfortressenergy.com/news-releases/…
🚨 Venture Global & Eni announce LNG supply deal 🇺🇸 🤝 🇮🇹 ✅Eni’s first ever long-term agreement with a U.S. LNG producer. ✅ 13.5 MTPA of CP2 Phase One has been sold, raising the total contracted capacity for all of Venture Global’s projects to 43.5 MTPA.
TODAY - Venture Global and @eni of Italy announced a new Sales and Purchase Agreement for 2 MTPA of LNG from CP2 LNG, Venture Global’s third project, for 20 years. This deal marks Eni’s first ever long-term agreement with a U.S. LNG producer. 🇺🇸🇮🇹 Read more:…
Venture Global and Eni Announce 2 mtpa SPA from CP2 LNG $VG To date, approximately 13.5 MTPA of CP2 Phase One has been sold, raising the total contracted capacity for all of Venture Global’s projects to 43.5 MTPA.
New Fortress Energy Executes 5-year Charter for Energos Winter $NFE ir.newfortressenergy.com/news-releases/…
He secured half of our GDP in investments. That’s so bullish…
Trump in Pennsylvania claims he's already secured $16 trillion (!!!) in investments in the US economy. The entire GDP of the US is under $30 trillion.
