LNG Investor @LNG_Investor_ Twitter profile

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LNG Investor

@LNG_Investor_

11 months

Shell CEO sets ruthless course “Ultimately what we need to do is generate longterm value for our shareholders.The answer cannot be,‘I am going to invest in clean energy projects & have poor returns & that’s going to vindicate my conscience’.That’s wrong.”

Shell chief sets ‘ruthless’ new course to catch up with US rivals

Sawan insists strategy to cut emissions still in place even after the oil major pledged to invest in new oil and gas production

www.ft.com

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LNG Investor

@LNG_Investor_

8 days

Bloomberg reports that Golden Pass #LNG is likely to be delayed from 1H25 to 2H25 with up to $6B in cost overruns. $XOM

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LNG Investor

@LNG_Investor_

4 months

The Chatterjee Group, a multibillion dollar private equity firm, acquires 7% of Tellurian common stock $TELL

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LNG Investor

@LNG_Investor_

18 days

Going to need a lot of FID’s to fill that 150-250 mtpa #LNG supply-demand gap.

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LNG Investor

@LNG_Investor_

6 months

In the US, #LNG feedgas demand could reach nearly 28 Bcf/d by the early 2030s, up from about 13 Bcf/d in 2023 per @SPGCILNG

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LNG Investor

@LNG_Investor_

10 months

Warren Buffet and Berkshire Hathaway are betting big on #LNG and so am I. $SRE $LNG $NEXT $TELL $NFE

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LNG Investor

@LNG_Investor_

5 months

Tellurian insider, Jonathan Gross, purchases 120k shares of $TELL.

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LNG Investor

@LNG_Investor_

1 year

🚨Shell and Equinor backed, Tanzania LNG project costs soar to $42B from prior estimates of $30B. #LNG $SHEL $EQNR

Tanzania says LNG project development to cost $42b

Dar targets 2028 for the final investment decision that will make it the region’s liquefied gas giant.

www.theeastafrican.co.ke

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LNG Investor

@LNG_Investor_

6 months

Tellurian insider, Jonathan Goss, purchases 100k shares of $TELL.

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LNG Investor

@LNG_Investor_

1 year

Haynesville rig count dropping precipitously, but not quickly enough IMO. #NatGas

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LNG Investor

@LNG_Investor_

9 months

Woodside Energy sees massive global #LNG supply and demand gap towards the middle of the century.

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LNG Investor

@LNG_Investor_

11 months

Shell Capital Markets Day 🧵 Shell plans for 20%-30% growth in LNG sales by 2030. #LNG $SHEL

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LNG Investor

@LNG_Investor_

7 days

Below is a compilation of various Tellurian Upstream Valuations. Both the median and average values exceed the net debt by a respectable margin. $TELL

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LNG Investor

@LNG_Investor_

10 months

🚨Energy Transfer announced today that it has entered into 3 non-binding Heads of Agreement related to long-term #LNG offtake from its Lake Charles LNG project for an aggregate of 3.6 mtpa. Customers include Chesapeake/Gunvor, a Japanese consortium, and a U.S customer. $ET $CHK

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LNG Investor

@LNG_Investor_

5 months

OK Ben, it’s showtime. August 8- “If you took him out, then I think those contracts get signed and people come back” $TELL

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LNG Investor

@LNG_Investor_

5 months

🇸🇦Saudi Arabia Finally Joins the #LNG Wave More investments are on the horizon. Aramco said in an email the company is looking for more acquisitions. Officials have been in talks with exporters in the US. Prior negotiations were upended by COVID.

Saudi Arabia Finally Joins the Natural Gas Wave

The oil-producing giant’s first investment in LNG is a clear signal the fuel will play a huge role in the global shift to cleaner sources.

www.bloomberg.com

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LNG Investor

@LNG_Investor_

3 months

The DOE clarifies that the #LNG export authorization pause does not apply to authorized projects seeking an extension. The extension request will follow the April 2023 policy statement.

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LNG Investor

@LNG_Investor_

1 year

ConocoPhillips sees a >300 mtpa #LNG supply gap by 2050. #USLNG #ONGT $COP $NEXT $ET $TELL

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LNG Investor

@LNG_Investor_

3 months

The IEA expects Chinese LNG demand to grow 10% and Indian LNG demand to grow 7% in 2024. Bangladesh & Pakistan are also expected to import more LNG in 2024 due to the combination of rapidly declining domestic gas production & the commissioning of new gas-fired power plants. #LNG

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LNG Investor

@LNG_Investor_

2 months

Qatar Energy Minister says the U.S. #LNG pause will hit small American producers. “Buyers will not go for these sellers if every day the government could stop the process. It’s very difficult to have long-term planning when you have that.”

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LNG Investor

@LNG_Investor_

5 months

13 years ago John Paulson sold 1/2 of his Cheniere stake for $6 because he was “tired”, merely months before Charif Souki shocked the world, setting America on a course to become a top LNG exporter. The same setup exists with Tellurian and he’s going to shock many again soon.

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LNG Investor

@LNG_Investor_

6 months

Shell and BP call on Washington & Brussels to intervene in Venture Global #LNG dispute VG calls the move “bullying to increase their own profits beyond record highs” Claims Shell is targeting VG due to their own “catastrophic execution mistakes” $SHEL $BP

Oil majors call on Washington and Brussels to intervene in LNG dispute

Shell, BP and Edison accuse Venture Global of worsening EU gas crisis by refusing to honour multibillion-dollar contract

www.ft.com

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LNG Investor

@LNG_Investor_

3 months

The bottom line of the #LNG permitting pause according to @PotenPartners

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LNG Investor

@LNG_Investor_

4 months

Exxon signs a 14 year gas supply agreement with Golden Pass #LNG for 100 MMcf/day, thereby creating an integrated position for themselves in the facility they partly own. $XOM

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LNG Investor

@LNG_Investor_

6 months

Baker Hughes expects 200 mtpa of LNG FID’s in the next 3 years as the LNG market remains tight. $BKR $TELL #LNG $SRE

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LNG Investor

@LNG_Investor_

7 months

🇸🇦Aramco to enter global LNG business by acquiring stake in MidOcean Energy for $500M with option to increase size of shareholding #LNG

Aramco to enter global LNG business by acquiring stake in MidOcean Energy

Aramco agrees to acquire a strategic minority stake in MidOcean Energy for $500m, with option to increase size of shareholding

www.aramco.com

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LNG Investor

@LNG_Investor_

3 months

House to Vote on Overturning Biden’s Natural Gas-Export Freeze #LNG

House to Vote on Overturning Biden’s Natural Gas-Export Freeze

The US House of Representatives will vote on overturning the Biden administration’s freeze on liquefied natural gas export approvals, a top Republican said Wednesday.

www.bloomberg.com

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LNG Investor

@LNG_Investor_

4 months

Tourmaline announces 2 #LNG agreements with Trafigura, 1 indexed to JKM and the other to TTF

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LNG Investor

@LNG_Investor_

7 days

Pacific Energy is in talks with Tellurian for #LNG from the Driftwood LNG project. $TELL

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LNG Investor

@LNG_Investor_

3 months

The Chatterjee Group has added 1.5M shares to their $TELL holdings, bringing their total to 47.6M.

LNG Investor

@LNG_Investor_

4 months

The Chatterjee Group, a multibillion dollar private equity firm, acquires 7% of Tellurian common stock $TELL

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LNG Investor

@LNG_Investor_

4 months

FERC when they received the Driftwood LNG permit extension request

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LNG Investor

@LNG_Investor_

10 months

Morgan Stanley provides updates to their #LNG coverage this morning Price Target Upside⤵️ $LNG - 18% $EE - 59% $NFE - 64% $NEXT - 66% $TELL - 54% The opportunity is vast to invest in the LNG space! 📈

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LNG Investor

@LNG_Investor_

4 months

📝For the first time, Venture Global #LNG has publicly released its SPA contract terms with BP relating to “commercial operations”, arguing the conditions have not been met.

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LNG Investor

@LNG_Investor_

5 months

Recently Tellurian set the record for the deepest 9.875” drillout in Webster Parish, Louisiana. $TELL

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LNG Investor

@LNG_Investor_

2 months

Tellurian expands Lazard’s engagement to include a potential sale of the company. $TELL

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LNG Investor

@LNG_Investor_

4 months

Cheniere Scales Back Sabine Pass Expansion Cheniere has thrown out plans to build three 6.5 mtpa trains at its proposed Sabine Pass expansion, but has laid out a scheme to develop two larger liquefaction units instead at the Louisiana site.$LNG #LNG

Cheniere Scales Back Sabine Pass Expansion

The Houston-based LNG player plans to build two 7 million ton/year trains rather than the previously targeted three 6.5 million ton/year units.

www.energyintel.com

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LNG Investor

@LNG_Investor_

3 months

Manchin: We Will Get to the Facts on Administration’s LNG Pause “I will hold a hearing on #LNG in the coming weeks to unveil the facts about the true state of play in the markets, this Administration’s motivations, and their implications,” said Manchin.

Manchin: We Will Get to the Facts on Administration’s LNG Pause

www.energy.senate.gov

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LNG Investor

@LNG_Investor_

11 months

As India seeks new LNG supplies, speculation over possibilities of reviving a 2019 deal with U.S. firm Tellurian “The offers received, including that from Tellurian, are under evaluation for shortlisting the most suitable offer” said GAIL $TELL #LNG

As India seeks new LNG supplies, speculation over possibility of reviving deal made during PM...

During Prime Minister Narendra Modi’s visit to Washington, experts are watching closely to see if energy deals will find a mention, which were the highlight of his last big bilateral visit to the...

www.thehindu.com

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LNG Investor

@LNG_Investor_

1 year

🇮🇳 🇺🇸 With so much smoke around Tellurian and India, one has to wonder, when will there be fire? 🔥 #LNG $TELL

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LNG Investor

@LNG_Investor_

5 months

🚨SPA Alert Cheniere Announces Long-Term Integrated Production Marketing Agreement with ARC Resources The IPM Agreement will be indexed to TTF at a term of 15 years for 0.85 mtpa. $LNG $ARX #LNG

Temp

lngir.cheniere.com

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LNG Investor

@LNG_Investor_

4 months

🇯🇵Japan's Kyushu Electric mulls 10% stake in U.S. #LNG project 🔸Kyushu weighing 10% purchase in Lake Charles LNG 🔸Considering 1.6 mtpa LNG for 20 years along with other utilities 🔸Intends to sell stakes to partners to help realize the project

Japan's Kyushu Electric mulls 10% stake in U.S. LNG project

Utility in talks with Louisiana operator for 20-year supply contract

asia.nikkei.com

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LNG Investor

@LNG_Investor_

9 months

“Out of the $12B or $13B we’re going to need for Driftwood’s Phase 1, we’re now sure we have 9 of them.We’re highly confident that there’s other mezzanine financiers who will come in. So $2B from equity partners. It’s not going to be very hard.” $TELL #LNG

Gas mogul who redrew energy map clings to Aspen ranch after loans come due

Charif Souki pioneered the American LNG boom but now warns of homelessness in battle with UBS

www.ft.com

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LNG Investor

@LNG_Investor_

11 months

Gas Is Here to Stay for Decades, Say Fossil Fuel Heavyweights The biggest fossil fuel players are making the message clear: the transition to a green future will require much more natural gas. #LNG

Gas Is Here to Stay for Decades, Say Fossil Fuel Heavyweights

The biggest fossil fuel players are making the message clear: the transition to a green future will require much more natural gas.

www.bloomberg.com

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LNG Investor

@LNG_Investor_

10 months

Tellurian seeking two or three equity partners for Driftwood LNG Simões said Tellurian was in conversation with a number of players including oil majors & trading houses, and expects to announce equity partners in the 2nd half of 2023. #LNG $TELL

Tellurian seeking two or three equity partners for Driftwood LNG project

U.S. liquefied natural gas developer Tellurian Inc is seeking two or three equity partners for its proposed 27.6 million metric tons per annum Driftwood LNG project in Louisiana, CEO Octávio Simões...

finance.yahoo.com

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LNG Investor

@LNG_Investor_

9 days

Nextdecade is set to shortly announce a 2 mtpa agreement with a liquefaction fee of ~$2.40-$2.50/mmbtu $NEXT

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LNG Investor

@LNG_Investor_

1 year

Ten long-delayed LNG export terminals could lose approvals under new policy Projects include Energy Transfer’s Lake Charles LNG and NextDecade’s Rio Grande LNG among others, according to Oil & Gas Watch $NEXT $ET #LNG

Ten long-delayed LNG export terminals could lose approvals under new policy

In a policy statement published April 21, the Department of Energy said that it will no longer consider applications for extensions to the current deadline of seven years between when a company...

news.oilandgaswatch.org

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LNG Investor

@LNG_Investor_

1 year

🇶🇦Qatar’s energy minister warns ‘worst is yet to come’ for Europe’s oil & gas shortages Demand is so great that all the expanded production from NFE and NFS could be tied up in long term deals by end of year. #LNG

Qatar’s energy minister warns ‘worst yet to come’ for Europe’s oil, gas shortages

Qatar’s energy minister warned on Tuesday the “worst is yet to come” for Europe’s oil and gas

english.alarabiya.net

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LNG Investor

@LNG_Investor_

9 months

🇺🇸US #LNG terminal developer ⁦ @TellurianLNG ⁩ is working with @bakerhughesco to secure long-lead items for its Driftwood project, while engineering and construction giant @Bechtel continues to progress initial work at the site in Louisiana. $TELL

Tellurian working with Baker Hughes to secure Driftwood LNG equipment

Tellurian is working with compatriot energy services firm Baker Hughes to secure long-lead items for its Driftwood LNG project

lngprime.com

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LNG Investor

@LNG_Investor_

27 days

Traders See Big Opportunity in LNG Market "We are seeing #LNG as the biggest growing market in the oil and gas complex," the chairman of Swiss trading house Gunvor, Torbjorn Tornqvist, told Energy Intelligence

Traders See Big Opportunity in LNG Market

With global gas demand set to increase, the big commodity traders are positioning themselves to take advantage of gas and LNG market volatility.

www.energyintel.com

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LNG Investor

@LNG_Investor_

3 months

🇯🇵Tokyo Gas expects half of overseas profit to come from US natural gas by 2030 "Our aim is to create a U.S. gas value chain by linking our projects to increase the value of our investments, rather than seeking profits from individual projects,"

Tokyo Gas expects half of overseas profit to come from US gas by 2030

www.nasdaq.com

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LNG Investor

@LNG_Investor_

1 year

Natural gas has probably bottomed out in the United States at $2.25/mmbtu…I think the number that is required is somewhere around $3.00/mmbtu. Says Charif Souki $TELL #NatGas

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LNG Investor

@LNG_Investor_

1 year

With so much talk about European gas prices trending down, it’s important to note the differential between US landed prices is still extremely high. #LNG #NatGas

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LNG Investor

@LNG_Investor_

5 months

Charif Souki resigns from the Tellurian Board of Directors $TELL

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LNG Investor

@LNG_Investor_

9 months

Flex LNG gets cool points for the Drake meme on highlighting Europe turning away from Russian piped gas while increasing Russian #LNG . Well played 👏😁 $FLNG

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LNG Investor

@LNG_Investor_

1 year

The small world of LNG 🌎 Simon Oxley and Paul Kettlety work together at Barclays. Paul goes to found Parallax (now Tellurian) with former BG coworker Martin Houston. Paul and Simon meet up to found Snugg Energy. Fast forward & Simon takes a CFO role at…Tellurian! $TELL #LNG

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LNG Investor

@LNG_Investor_

7 days

Tellurian has begun downsizing their upstream operations in advance of their asset sale. Positions include field level and office roles such as accounting, finance and engineering.

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LNG Investor

@LNG_Investor_

7 days

Tellurian has extending the bid close date to today for their Haynesville natural gas assets. The sale is expected take place in July. $TELL

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LNG Investor

@LNG_Investor_

1 month

$EQT CEO Toby Rice: “The President’s #LNG pause is another example of the punitive actions that this industry is faced with. Punitive executive orders, punitive regulations, punitive interpretations by agencies.”

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LNG Investor

@LNG_Investor_

5 months

Tellurian $TELL is trading at an all time low price to book. For every $1 of market value the company is backed by $1.8 in equity. What is this chart telling you?

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LNG Investor

@LNG_Investor_

10 months

🔥Tellurian Estimates an Upstream PV10 of >$1.2B. The equity is trading at a 25% discount to this. This effectively implies the market is giving the DWLNG project as a free option. $TELL #LNG

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LNG Investor

@LNG_Investor_

1 year

ICYMI Charif Souki on Bloomberg: “We are now down to looking for the last $1.5B-$2B” This would imply $2.5B-$3B of equity is spoken for from their $4.5B‼️ $TELL #LNG #USLNG #ONGT

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LNG Investor

@LNG_Investor_

5 months

Exxon reveals at their Corporate Plan Update that first #LNG from Golden Pass is not expected until 1st half of 2025, a slight delay from prior expectations of late 2024. $XOM

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LNG Investor

@LNG_Investor_

1 year

🇯🇵Japanese Banks Lead LNG Project Financing in 2023 #LNG

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LNG Investor

@LNG_Investor_

1 year

🚨Tellurian announces FERC approval of the $1.4B Pipelines 200/300 $TELL #LNG #USLNG #NatGas

Tellurian’s Driftwood Natural Gas Transmission Pipeline Project Receives FERC Certificate

Baker Hughes zero-emissions electric-powered compressor technology proposed for cleaner energy delivery HOUSTON--(BUSINESS WIRE)-- Tellurian…...

ir.tellurianinc.com

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LNG Investor

@LNG_Investor_

6 months

US offshore wind goals will be missed, say parts manufacturers “The market’s got a problem. You look at Siemens Energy, you look at GE, you look at Vestas, the big players, we’re all losing money . . . That’s not a sustainable model,”

US offshore wind goals will be missed, say parts manufacturers

Sector must be fundamentally reset to become economically viable, executives warn

www.ft.com

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LNG Investor

@LNG_Investor_

11 months

"We have always known that gas is crucial for the energy transition, but our new strategy is built around a new belief - that gas will continue to play a key role in the energy mix," Cederic Cremers, executive vice president for LNG at Shell, said in an internal memo. #LNG $SHEL

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LNG Investor

@LNG_Investor_

1 year

LNG Developers Seeking More Equity Financing, says Energy Intel. Higher interest rates, along with less creditworthy buyers entering the market, are making it more challenging for companies to secure project financing mostly through banks. #LNG

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LNG Investor

@LNG_Investor_

1 year

Big week for LNG last week Sempra $SRE ♦️Lost HoA with Williams ♦️Delayed Cameron FEED Cheniere $LNG ♦️Expects more projects to fall by wayside ♦️Announced 0.4 mtpa SPA Energy Transfer $ET ♦️Lost 1 customer due to DOE denial Tellurian $TELL ♦️Halts drillings #LNG #ONGT

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LNG Investor

@LNG_Investor_

6 months

Tellurian Reports Third Quarter 2023 Results CEO Octavio Simoes -“We are having a number of discussions with counterparties for both equity partnership and #LNG offtake for the Driftwood project & investment in the Driftwood Line 200/300 pipeline.” $TELL

Tellurian Reports Third Quarter 2023 Results

HOUSTON--(BUSINESS WIRE)-- Tellurian Inc. (Tellurian or the Company) (NYSE American: TELL) continues to progress the production and sales of…...

ir.tellurianinc.com

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LNG Investor

@LNG_Investor_

3 months

🚨Chesapeake Energy, Delfin, and Gunvor, today announced the entrance into a #LNG export SPA. Chesapeake will purchase approximately 0.5 mtpa of LNG from Delfin at a Henry Hub price then deliver to Gunvor with the sales price linked to JKM. $CHK

CHESAPEAKE ENERGY CORPORATION, DELFIN LNG AND GUNVOR SIGN LONG-TERM LNG LIQUEFACTION OFFTAKE...

Chesapeake Energy Corporation (NASDAQ: CHK, together with certain of its subsidiaries, collectively, "Chesapeake"), Delfin LNG LLC ("Delfin") and Gunvor Group Ltd, through Gunvor Singapore Pte Ltd...

investors.chk.com

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LNG Investor

@LNG_Investor_

6 months

Today at the Wood Mackenzie Conference in London: The global #LNG sector will need 90 mtpa of new supply by 2035 to satisfy growing demand

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LNG Investor

@LNG_Investor_

3 months

ConocoPhillips continues to search for more #LNG offtake “We're continuing to look at developing a diversified portfolio of offtake. We've remained interested in a number of LNG opportunities because we think the market is going to be strong for decades to come.” $COP

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LNG Investor

@LNG_Investor_

6 months

Southwestern Energy $SWN is asked in their quarterly call about M&A in light of the Tellurian $TELL going concern warning. While they can’t comment on a specific deal, they said consolidation in the Haynesville is logical if it meets their M&A framework. #NatGas

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LNG Investor

@LNG_Investor_

6 months

▪️Started drilling program last week with 2 new wells ▪️Drilling program to increase production by 75% ▪️Will leverage assets to fund program and eliminate corporate liabilities ▪️Upstream production hedge will be extremely important and extremely attractive $TELL

Tellurian

@TellurianLNG

6 months

Latest update from @TellurianLNG Chairman Charif Souki

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@LNG_Investor_

9 months

In Conversation With: Charif Souki, Executive Chairman of the Board, Tellurian “Clean energy transition. This is 1 sentence, with 3 words, and 2 lies.” #LNG $TELL

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LNG Investor

@LNG_Investor_

10 months

Rapidan expects Rio Grande’s costs to climb higher before it’s completed to ~$20B over a 6 year construction period. “The project’s high cost, combined with low liquefaction fees, swallows up most of the project’s value,” said Rapidan $NEXT #LNG $TELL

NextDecade’s $18.4B Path to FID Weighing on Prospects for Other U.S. LNG Export Projects - Natural...

NextDecade Corp.’s recent decision to move ahead with the Rio Grande LNG project in South Texas came with a staggering $18.4 billion price tag that could

www.naturalgasintel.com

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LNG Investor

@LNG_Investor_

6 months

Today at the Wood Mackenzie Conference in London: Chesapeake Energy is negotiating #LNG supply deals at JKM/TTF pricing. They are looking to sell 4-6 mtpa and are considering 5-6 liquefaction facilities. $CHK

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LNG Investor

@LNG_Investor_

6 months

Chevron reviewing options for Haynesville assets A full sale is one option under consideration. Other options include a partnership with other producers in the region who could develop the assets in return for a split of the profits. $CVX #LNG #Natgas

Chevron reviewing options for East Texas assets after shale acquisitions

www.nasdaq.com

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LNG Investor

@LNG_Investor_

11 months

🇵🇰Pakistan to purchase cheap LNG from Azerbaijan at a rate 30% lower than the prevailing market prices. This significant reduction in costs is expected to alleviate the financial burden and support Pakistan’s long-term energy sustainability goals. #LNG

SAMAA TV - Latest Breaking News, Pakistan, World, Video news Home - SAMAA

Find latest breaking, trending, viral news from Pakistan and information on top stories, weather, business, entertainment, politics, sports and more. For in-depth coverage, Samaa English provides...

www.samaa.tv

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LNG Investor

@LNG_Investor_

9 months

🚨NEWS: Today the Federal Energy Regulatory Commission issued a positive final environmental impact statement (FEIS) for @Venture_Global CP2 LNG. Congrats to the team! #LNG

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LNG Investor

@LNG_Investor_

10 months

Exxon to double LNG business by 2030 with eye on Asia ExxonMobil plans to double the amount of #LNG it handles to more than 40 MTPA by 2030, looking to tap demand from Asian and European importers that have become focused on energy security. $XOM

Exxon to double LNG business by 2030 with eye on Asia: Executive

U.S. oil major looks to meet demand from customers seeking energy security

asia.nikkei.com

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LNG Investor

@LNG_Investor_

4 months

Headway, Headwinds Greet US #LNG Export Sector in 2024 North American Projects set to reach FID this year: 🔹Delfin LNG 🔹Commonwealth LNG 🔹Corpus Christi T8&9 🔹CP2 LNG 🔹Cedar LNG 🔹Mexico Pacific LNG

Headway, Headwinds Greet US LNG Export Sector in 2024

Several projects will see final investment decisions in 2024, while at least two others should complete construction. But Venture Global's dispute with its offtakers may take center stage.

www.energyintel.com

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LNG Investor

@LNG_Investor_

4 months

US LNG Projects Race Toward Final Investment Some of the biggest projects to watch in 2024

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LNG Investor

@LNG_Investor_

11 months

Charif Souki on the negatives surrounding the company: “Negative press sells, positive press doesn’t sell. ‘Tellurian will not be able to build Driftwood’… well, scoop: Driftwood is under construction.” #LNG $TELL

6

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LNG Investor

@LNG_Investor_

3 months

#LNG freeze implications for gas producers⤵️ “Those most impacted are EQT & Chesapeake, which have tolling agreements to supply some affected LNG projects & face delays in finalizing those contracts. A lengthy pause could push producers toward projects with DOE licenses in hand”

4

30

LNG Investor

@LNG_Investor_

9 months

🇷🇺Russia's natural gas production dropped by 140 bcm since its invasion of Ukraine As Russia's gas storage sites are getting full, the shut in of some of the older fields looks increasingly likely, causing permanent damage to the country's upstream sector. #LNG #NatGas

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LNG Investor

@LNG_Investor_

6 months

🚨Chesapeake Energy signs HOA with Vitol for the supply of up to 1 mtpa of LNG with the purchase price indexed to Japan Korea Marker ("JKM") for a period of 15 years #LNG $CHK

CHESAPEAKE ENERGY CORPORATION AND VITOL SIGN LONG-TERM LNG SUPPLY HEADS OF AGREEMENT INDEXED TO...

Chesapeake Energy Corporation (NASDAQ:CHK) and Vitol Inc. ("Vitol") today announced the entrance into a Heads of Agreement ("HOA") with Chesapeake Energy Marketing L.L.C. ("Chesapeake") a...

investors.chk.com

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LNG Investor

@LNG_Investor_

9 days

Finished reading the @TellurianLNG proxy. A few standouts: 1. There have been more shares issued in the last 4 months than all of 2023 2. Directors now taking compensation in cash rather than shares 3. Only 1 insider buying in 2023 4. Total insider ownership ~2.5% $TELL

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LNG Investor

@LNG_Investor_

1 year

🇯🇵 Jera reduced its contract with Venture Global from an originally soughtafter 2 mtpa to 1 mtpa as they trim exposure to 20-year deals - Poten & Partners #LNG @PotenPartners

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LNG Investor

@LNG_Investor_

1 year

Tellurian to stop Haynesville drilling until US gas prices recover 🔸Haynesville drilling slows with prices below $3/MMBtu 🔸Company seeks financing for LNG project $TELL #LNG #NatGas

Tellurian to stop Haynesville drilling until US gas prices recover

Haynesville drilling slows with prices below $3/MMBtu Company seeks financing for LNG project Tellurian will halt its natural gas drilling operations in the Haynesville region until persistently low p

www.spglobal.com

2

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LNG Investor

@LNG_Investor_

1 year

Tellurian’s Monthly Driftwood Construction Update ⬇️ 🏗️👷‍♂️🚜🦺 #USLNG #LNG #UnleashUSLNG #EnergyofNow $TELL @TellurianLNG #NatGas #ONGT

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29

LNG Investor

@LNG_Investor_

2 months

Biden took checks from left-wing climate activists. Then they pressured him to halt #LNG exports.

Biden took checks from left-wing climate activists who pressured him to halt LNG exports - Washin...

President Joe Biden received a boost from staffers for climate groups that pressured the U.S. government to pause approvals for LNG.

www.washingtonexaminer.com

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29

LNG Investor

@LNG_Investor_

11 months

The life of a Tellurian investor $TELL

3

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28

LNG Investor

@LNG_Investor_

3 months

Texas LNG Updates Commercial Status and Concludes Required Permitting for Final Investment Decision “With these permits in hand and contracts signed, Glenfarne anticipates concluding commercialization of Texas LNG in the first half of 2024.” #LNG

Glenfarne Energy Transition’s Texas LNG Updates Commercial Status and Concludes Required Permitting...

Today, Texas LNG, a four million tonnes per annum (“MTPA”) liquefied natural gas (“LNG”) export terminal to be constructed in the Port of Brownsville,

www.businesswire.com

1

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29

LNG Investor

@LNG_Investor_

14 days

$EQT now has agreements for 4 mtpa of #LNG at 3 separate liquefaction facilities

3

29

LNG Investor

@LNG_Investor_

3 months

Biden decision will erode confidence in LNG industry, Shell CEO “You add the Biden decision to the behaviour of Venture Global in not honouring their contracts, all of that starts to raise more questions on the stability & security of #LNG from the US.”

Biden decision will ‘erode confidence’ in LNG industry, Shell CEO says

Oil executives hit out at administration’s move to pause approvals for LNG export terminals

www.ft.com

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28

LNG Investor

@LNG_Investor_

5 months

🇻🇳🇯🇵 Vietnam awards licence to Tokyo Gas, partners to build $2B #LNG power plant

Vietnam awards licence to Tokyo Gas, partners to build $2 bln LNG power plant

Vietnam on Saturday awarded an investment licence to a consortium of Tokyo Gas, Kyuden International and Truong Thanh Group to build a $1.99-billion LNG-fired power plant in its northern province...

www.marketscreener.com

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28

LNG Investor

@LNG_Investor_

5 months

🚨Chesapeake’s LNG and Commercial Operations Director, Justin Brady, says the company is looking to place as much as an additional 4 mtpa of #LNG under agreements in the short-term. $CHK

4

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29

LNG Investor

@LNG_Investor_

5 months

Industry rumors that Penn #LNG , a 7 mtpa project in Pennsylvania, has been put on hold until conditions improve.

4

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28

LNG Investor

@LNG_Investor_

1 year

🇶🇦 🚨 QatarEnergy awards the $10B EPC contract for its North Field South project to TechnipEnergies This marks an important step towards advancing the world’s largest LNG expansion #LNG

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