$LNG mention timeline

Cheniere Energy. Every tracked FinTwit mention of $LNG, newest first. 25 mentions since the first on Dec 27, 2025. See the price chart.

May 2026 · 5 mentions

May 27
Joeri — Qatar already Relet 5 vessels into the short term market. I think many more are to come. Trainwreck $LNG shipping... https://t.co/bJ1IyIHaAv↗
May 18
InvestmentGuru — Energy- 7 layers AI Energy Bridge: Short-Term Stack (Before nuclear comes online ~2030+) Layer 1 — Solar Generation → $FSLR (First Solar) — domestic manufacturing moat → $ARRY (…↗
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…↗
May 9
InvestmentGuru — Names to watch: $EQT · $AR · $CTRA · $LNG · $ARGT↗
May 9
InvestmentGuru — NATURAL GAS: The Hidden AI Infrastructure Trade Everyone talks about chips. Few talk about power. AI data centers could add ~6 Bcf/day of U.S. natural gas demand by 2030. That’s m…↗

Apr 23
InvestmentGuru — THE ENERGY MAP: Every Source, Every Play Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center super…↗
Apr 8
シバイヌおやびん（投資系VTuber） — むしろ今夜エネルギー関連銘柄下がったら買いを考えるわ。例えば $LNG とか。↗
Apr 7
KaizenInvestor — The P/S of the LNG wave dropped to 2.78. Just below the wave average of 2.85. This is mainly due to ADNOC that lost 11% of its market cap and is the biggest company in the wave.…↗
Apr 7
KaizenInvestor — Q4 Energy transition update. I follow 7 big energy waves to keep track of the transition. Wind: $GEV, SIFG, ORSTED, $CDLR, PNE, NDX, VWS, Goldwind, Windey Green Hydrogen: $PLUG,…

Mar 28
Serenity — Honestly... the most obvious ideas like long $LNG. Or going long on $CVX. Are probably the best ones instead of contrarian longs in Wartime? Especially with low 18-30 IV, this w…↗
Mar 28
Serenity — @Evan_ss6 Extremely solid multi-year long (eg. 3-5 years) for $NEXT, especially when capacity is sold out already. LNG production is first half of 2027 though? Though I do think th…↗
Mar 22
Black Panther Capital — 🚨 Taiwan has ONLY ELEVEN days of natural gas reserves. Taiwan runs 53% of its power grid on natural gas. Qatar supplied 33% of that gas through Hormuz. That route is now totall…↗
Mar 6
Shay Boloor

Feb 17
KaizenInvestor — 8/8 Summary: The New Energy Hierarchy The market has spoken clearly. The transition is no longer about green vs. dirty It is about reliable vs. intermittent. Buy Reliability: The…↗
Feb 17
KaizenInvestor — 3/8 The Bridge: LNG P/S: Rising to ~2.2x Revenue: Stable/High 'Bridge fuel' was the polite term used during the ESG boom. Permanent necessity is the reality of 2026. As Europe r…↗
Feb 9
Joeri — As I mentioned many times lately, $LNG shipping outlook is horrible. 10% fleet growth this year and LNG supply growth keeps getting delayed and demand growht from Asia non-existe…↗

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…↗
Jan 19
Joeri — This winter season for $LNG shipping turned into a total bust. "Spark Commodities pushed its Atlantic rate assessment today down $5,000 per day to $21,250 per day." $FLNG $CCEC…↗
Jan 16
InvestmentGuru

Dec 27
amit — @drnkn_architect @zadamss_ @Han_Akamatsu yes, small position but thesis is simply that they are a baby $LNG in the making stock down 75% from IPO + lawsuit is the overhang but sho…↗