$FLNG mention timeline

Flex Lng. Every tracked FinTwit mention of $FLNG, newest first. 39 mentions since the first on Aug 20, 2025. See the price chart.

May 2026 · 5 mentions

May 26
Joeri — The loss of LNG supply from the Middle-East, combined with massive LNG newbuild deliveries combines for an ugly outlook for spot LNG shipping rates. Less work due to less LNG suppl…↗
May 20
Joeri — LNG shipping outlook is a disaster imo. Supply is cut back, some for longer time (MEG/Qatar), but ships keep coming in. Qatar is going to relet a lot of vessels into the spot mar…↗
May 14
Joeri — Pareto, 25$ $FLNG target and "Sell" Kepler Chevreux, 25$ target and "Reduce". Classic yield trap imo. https://t.co/KCw44ySWzv↗
May 13
Marhelm — $FLNG raises FY2026 guidance as LNG shipping tightens. US-Asia flows remain strong, Qatar disruptions persist, and FLNG expects spot market strength through 2026. LNG freight bulls…↗
May 13
Joeri — Flex LNG $FLNG reported. I think the spike in LNG spot rates and Flex signing a couple charters then, saved them from a dividend cut in 2026. But with 4 vessels in weak spot market…↗

Apr 29
Joeri — Very bad for LNG shipping rates $FLNG $CLCO $CCEC 👇 Coal demand in Asia should go up which is a positive for bulk shipping and coal producers.↗
Apr 16
Joeri — People seem to see this graph and think "we've been here before" . But they generally forget this company pays out way more then EPS in dividends, basically all FCF. Ships do actua…↗
Apr 14
Joeri — two theme's here; - Huge volume loss is very bad for shipping rates (yet share prices have been strong) $FLNG $CLCO $CCEC - Asia (and EU) will replace with coal $BTU $AMR $CNR $W…↗
Apr 8
Joeri — If SOH would open up (I'm skeptical), but Qatar takes years to come back... --> worst situation for LNG spot shipping rates. Less work (amount of LNG to carry) combined with few…

Mar 19
Joeri — I really don't get $FLNG pricing. Qatar gets hit, pushing out volumes long term, and delaying upstart of new production even more, and the market thinks that is Bullish LNG shippin…↗
Mar 9
Joeri — I think LNG freight is back to sub $50k/day in no time. Huge loss of production volume, plus extreme prices resulting in demand loss ; doesn't match with a huge spike in freight ra…↗
Mar 1
Joeri — If the war results in loss of LNG supplies and a spike in LNG prices, the outlook for LNG shipping rates will go even worse. Lower volumes to ship and only short haul EU will be wi…↗

Feb 23
Joeri — Ugly sign for LNG shipping spot rates. LNG shipping rates need high Asian demand to counter the massive influx of newbuilds. $FLNG $CCEC $CLCO↗
Feb 19
Marhelm — LNG spot rates cooling: DNB cuts 2026 forecast to $37,000/day from $79,000/day, citing a heavy orderbook. The FSRU market remains strong, with a gradual recovery expected from 2…↗
Feb 18
Marhelm — New interview with $FLNG going live for subscribers A 50-min investigation into the LNG market and the outlook for Flex LNG https://t.co/m7vbP0ttGW↗
Feb 11
Joeri — Today $FLNG reported very weak 2026 guidance, I wonder if analysts wake up to the current realities. Also, EU storage is very low, ships will keep getting drawn short haul to EU,…

Jan 30
Joeri — Ugly... LNG shipping outlook is very bad imo. $FLNG $CLCO $CCEC↗
Jan 27
Joeri — LNG supply will be booming next years, but it doesn't look like LNG demand from Asia will grow much. This sets up LNG shipping up for years of bad LNG shipping spot rates, as the m…↗
Jan 23
Joeri — Very bad outlook for $LNG shipping rates. Massive orderbook getting delivered, and with LNG so much more expensive then alternative energy molecules, Asia will use alternatives. Al…↗
Jan 21
Joeri — US gas prices blowing out is another hit to spot $LNG shipping rates. US storage down due to the cold blast , so less supply available to export, plus its getting even more expensi…

Dec 13
Marhelm — Flex LNG flags a newbuilding boom as charterers lock in ships for 2029+. Yards eye $260m+ prices. With $250m tags vs 10-year rates, ordering risk is sky-high, but demand is coming…↗

Nov 24
Marhelm — LNG spot rates heating Atlantic cargoes >$150k/day as Dec demand crushes tonnage. Eyes on 2026 newbuilds, will the rate rally hold? $CLCO $FLNG $ALNG↗
Nov 22
Marhelm — Many are focused on the tanker market, but the LNG market is up a spectacular 500% since October lows on a strong winter market and European energy challenges. $FLNG $CLCO $ALNG $…↗
Nov 18
Marhelm — Atlantic LNG freight rates just hit their highest since early 2024. Spot US–Europe jumped 19% to $98,250/day. Pacific rates surged 15%, the strongest in 1+ year, as North American…↗
Nov 17
Marhelm — LNG carrier rates are exploding: spot levels have jumped from $80,000/day last week to $100,000–105,000/day. Charterers told to take it or move aside as confidence in more hikes bu…

Oct 29
Marhelm — Winter spark for LNG! Spot rates surge past $50K/day, Spark pegs Atlantic at $53K/day. Sinochem’s 174k-cbm Global Sea Spirit (2021) fixed to SEFE ex-US Gulf. Tonnage is still lo…↗

Sep 21
Marhelm — Capital Clean Energy Carriers predicts that 300 LNG-carriers will be necessary to handle the ramp-up of US LNG exports. 300 vessels are already on order, but many older vessels wi…↗

Aug 20
Marhelm — $FLNG posts another solid quarter: 12/13 ships on long-term contracts. Q2 TCE: $72,020/day (vs $73,891 Q1; $72,385 YoY). Board declares $0.75/share dividend (~$41m). LNG spo…↗

Jul 9
Marhelm — LNG charter rates show a bumpy upward trend mid-2025 as record newbuild deliveries squeeze seasonality. After Q1 weakness, spot activity and term deals offer a tentative recovery.…↗

Jun 24
Marhelm — "Europe needs 35 percent more gas this year than at the same time last year to reach storage targets. Any pick-up in Chinese demand will see prices flying again." per Rystad Energy…↗
Jun 24
Marhelm — LNG shipping rates hit 8 month highs: Atlantic at $51,750/day, Pacific at $36,750/day for 174,000 m3 vessels. Tight supply, Asia bound shift and middle East tensions drive surge.…↗