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Thoughts on LNG stocks?
Posted on 12/10/25 at 7:50 am
Posted on 12/10/25 at 7:50 am
What’s y’all’s thoughts on LNG stocks? Specifically VG? Will these rebound? They’ve plummeted over the past few weeks.
5
Posted on 12/10/25 at 8:18 am to GeauxTime9
load up... LNG will only get bigger over time
We should expect an oil glut in the coming 12-24 months
--If I wanted growth + upside, I’d lean on companies like NextDecade (for potential big growth if projects succeed) or Cheniere (for relative stability + growth via expansion).
--If I preferred a safer, infrastructure-backed play (less volatility, some LNG exposure indirectly), Kinder Morgan or ConocoPhillips offer blended risk/return.
--I’d treat this sector as long-term and speculative: maybe build a small “starter” position now, and add more if LNG demand outlook strengthens or project milestones are met.
We should expect an oil glut in the coming 12-24 months
--If I wanted growth + upside, I’d lean on companies like NextDecade (for potential big growth if projects succeed) or Cheniere (for relative stability + growth via expansion).
--If I preferred a safer, infrastructure-backed play (less volatility, some LNG exposure indirectly), Kinder Morgan or ConocoPhillips offer blended risk/return.
--I’d treat this sector as long-term and speculative: maybe build a small “starter” position now, and add more if LNG demand outlook strengthens or project milestones are met.
Posted on 12/10/25 at 8:36 am to GeauxTime9
quote:
What’s y’all’s thoughts on LNG stocks?
Canadian LNG will perform better than US LNG. Just my opinion.
The price of AECO is expected to double in the next two to three years as they are building pipelines and processing plants. It is easier to ship to the Asia market from Western Canada.
Posted on 12/10/25 at 10:42 am to GeauxTime9
There’s several I’m interested in OKE being #1 also looking hard at USAI for a sector ETF
Posted on 12/10/25 at 11:03 am to bulldog95
One must ask themselves -- what drives a LNG export company?
The spread between domestic gas and international gas.
Domestic gas is on an upward trajectory.
International gas isn't.
Meanwhile, there is way too much capacity being built.
So what happens when you have 2x the amount of capacity that is needed to meet demand?
Also OKE is not an LNG stock
VG could very well go bankrupt in 5+ years
The spread between domestic gas and international gas.
Domestic gas is on an upward trajectory.
International gas isn't.
Meanwhile, there is way too much capacity being built.
So what happens when you have 2x the amount of capacity that is needed to meet demand?
Also OKE is not an LNG stock
VG could very well go bankrupt in 5+ years
This post was edited on 12/10/25 at 11:05 am
Posted on 12/10/25 at 12:03 pm to GeauxTime9
My investment in LNG (actual stock symbol) is up 737.82% since I initially bought it, so I'm pretty happy with it.
Posted on 12/10/25 at 12:12 pm to jfw3535
Cheniere has been a huge winner. They had a gigantic first mover advantage and did a wonderful job contracting, constructing, operating, just generally executing.
Most of those gains happened early or post COVID sell off. That was the easy stuff.
I mean the stock is down y/y
Most of those gains happened early or post COVID sell off. That was the easy stuff.
I mean the stock is down y/y
Posted on 12/10/25 at 1:30 pm to GeauxTime9
There is so much debt being taken on by these companies. (especially VG) They are massively overbuilding capacity and not even worried about the ROI.
Posted on 12/10/25 at 2:38 pm to Triple Bogey
quote:
They are massively overbuilding capacity and not even worried about the ROI.
You think they are just waiting for the next period of time where they will just be able to pick up and run full speed? It might be ten years but they want that pad ready and raring to go is my only estimation.
Posted on 12/10/25 at 3:08 pm to Triple Bogey
Aren’t these LNG plants signing 20 year contracts on set prices before the facility is ever built?
Posted on 12/10/25 at 3:38 pm to BayouBengals21
quote:
You think they are just waiting for the next period of time where they will just be able to pick up and run full speed? It might be ten years but they want that pad ready and raring to go is my only estimation.
So sink multiple billions into the ground and hope it’s needed later down the line? That’s not how capital providers work my friend!
Posted on 12/10/25 at 3:40 pm to Texas Tea 123
quote:
Aren’t these LNG plants signing 20 year contracts on set prices before the facility is ever built?
They do sign up capacity at fixed tolling rates, but not for 100% of nameplate capacity. They all have merchant arms that market around their open capacity. Example — VG contracts 75% of their capacity and uses the remaining 25% to essentially work the domestic / international spread, which is compressing.
Posted on 12/11/25 at 10:25 am to Texas Tea 123
Sorry you are correct OKE is midstream and that’s what I’m concentrating on not pure LNG sticks
Posted on 12/11/25 at 4:39 pm to bulldog95
OKE has gotten pretty beat up over the past year or so. And they deserved it for some reckless M&A. But I bought around $70, though, which ultimately is a <10x EBITDA multiple.
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