$FLNG mention timeline

Flex Lng. Every tracked FinTwit mention of $FLNG, newest first. 21 mentions since the first on Jun 24, 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…↗

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
Marhelm — Flex LNG delivered 2025 TCE of $71,728/day, EBITDA of $251.1m, and net income of $101.1m (EPS $1.87). LNG exports hit 429 MT (+4%), with 70 MTPA FID. Dividend: $0.75/share; cash $4…↗

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.…↗