$FLNG — FinTwit mentions on Surfaced

$FLNG — FinTwit mentions on Surfaced

Recent mentions

21 mentions

@joeriwestlandMay 26, 2026 · 9:31 AM

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 supply, and quickly increasing capacity... Chart from @Shipping_VIE $FLNG $CLCO $CCEC https://t.co/eVn9DHmkH1

@joeriwestlandMay 20, 2026 · 9:58 AM

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 market. $FLNG $CCEC $CLCO https://t.co/ScS2ZsUBBH

@joeriwestlandMay 14, 2026 · 10:20 AM

Pareto, 25$ $FLNG target and "Sell" Kepler Chevreux, 25$ target and "Reduce". Classic yield trap imo. https://t.co/KCw44ySWzv

@marhelmdataMay 13, 2026 · 1:34 PM

$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 got more fuel today. https://t.co/mRfdZT8kmu

@joeriwestlandMay 13, 2026 · 7:17 AM

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 markets in 2027 and very cheap interest hedges expiring then, 2027 dividends look unsustainable. $LNG https://t.co/U93QwwEOwt

@marhelmdataFeb 19, 2026 · 1:27 PM

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 2027. $ALNG $FLNG

@marhelmdataFeb 18, 2026 · 4:49 PM

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

@marhelmdataFeb 11, 2026 · 12:32 PM

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 $448m. $FLNG https://t.co/OXvbEvoHmD

@marhelmdataDec 13, 2025 · 2:48 AM

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 fast. $FLNG $CLCO $ALNG

@marhelmdataNov 24, 2025 · 3:18 PM

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

@marhelmdataNov 22, 2025 · 3:53 PM

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 $GLNG $DLNG

@marhelmdataNov 18, 2025 · 6:40 PM

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 exports drive tanker demand. $FLNG $GLNG

@marhelmdataNov 17, 2025 · 11:18 AM

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 builds. The LNG market just flipped into full boom mode. $FLNG $CLCO $ALNG

@marhelmdataNov 13, 2025 · 4:44 PM

LNG spot charter rates are going bananas, surging toward $100,000/day as winter demand bites. Six-figure fixtures for western trades are no longer a fantasy, catching many market players off guard after weeks of steady climbs to new-year highs. $FLNG $ALNG $CLCO

@marhelmdataNov 12, 2025 · 10:07 AM

Flex LNG Q3’25 • Rev $85.7M | TCE $70,921/day • Cash $478.7M (all-time high) • Dividend $0.75/sh (~11% yield, 17th qtr) • $530M new financings | Debt matures 2029 • 53 yrs charter backlog Rock-solid balance sheet amid softer LNG freight. $FLNG https://t.co/D4ZiPcWcFa

@marhelmdataOct 29, 2025 · 6:15 PM

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 long, so bulls better be quick. The rally could fade fast. $CLCO $FLNG $GLNG

@marhelmdataSep 21, 2025 · 3:55 PM

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 will be phased out. "We could see a vessel deficit between 2027-28" $CCEC $FLNG

@marhelmdataAug 20, 2025 · 2:16 PM

$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 spot rates rebound to $25,000/day, more than double last year’s lows. https://t.co/3PVvXb2qmQ

@marhelmdataJul 9, 2025 · 3:08 PM

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. $FLNG $GLNG

@marhelmdataJun 24, 2025 · 2:19 PM

"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. $FLNG $CLCO

@marhelmdataJun 24, 2025 · 2:18 PM

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. $CLCO $FLNG