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Get what investors say about LNG next
1 new call on LNG this week is not on this page yet. Follow LNG free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what LNG did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about LNG
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-04 | Unknown Investment Committee | Bullish | CNBC Halftime Final Trades | Long-term Middle East realignment drives US natural gas exports to Asia and Europe, making Cheniere the key… |
| 2026-07-16 | Dr Anas AlhajjiManaging Partner, Energy Outlook Advisors | Bullish | Macro Voices | Post-Hormuz energy security shock is driving governments to nationalize energy sourcing under a… |
| 2026-07-16 | Dr Anas AlhajjiManaging Partner, Energy Outlook Advisors | Bullish | Macro Voices | Post-Hormuz energy security fears will drive governments to reframe domestic energy supply as a national… |
| 2026-04-23 | Jon GrayPresident & COO, Blackstone | Bullish | Bloomberg Open Interest | Five hyperscalers spending $700B in capital creates a structural shortage of compute and an insatiable demand… |
| 2026-04-22 | Daniel YerginVice Chairman, S&P Global | Bullish | Odd Lots | Qatar's production is damaged for years, making the US — already the world's largest LNG supplier — the… |
| 2026-03-12 | Anis AlhajiEnergy economist | Bullish | Macro Voices | The Hormuz crisis has damaged Qatar's and UAE's reputations as reliable LNG suppliers, forcing Asian buyers… |
| 2025-12-29 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bullish | CNBC Halftime Final Trades | Cheniere Energy benefits from growing global demand for US LNG exports as the macro tailwinds of China… |
| 2025-12-29 | Jacob ShapiroGeopolitical strategist | Bearish | Marko Papic | A structural LNG supply glut from Australia, Canada, Qatar, Mozambique, and the US — with no matching… |
| 2025-05-06 | Doug BurgumSecretary of the Interior, U.S. Department of the Interior | Bullish | All-In Podcast | LNG power plants are the fastest path to new US electricity capacity, and rising global demand from AI plus… |
| 2025-03-26 | Marko PapicGeopolitical macro strategist | Bearish | Mauldin Economics | Qatar, Mozambique, British Columbia, US, and Russia are all adding LNG supply simultaneously over the next… |
Show all 15 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-01-29 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Trump's executive order reversing the LNG export ban opens a major arbitrage: European LNG prices run 4–5x US… |
| 2025-01-14 | Chris CaseyManaging Director, WindRock Wealth Management | Bullish | Wealthion | US natural gas is poised for a major price run driven by two independent catalysts: a 4x price arbitrage vs.… |
| 2024-12-19 | Unknown | Bullish | CNBC Halftime Final Trades | Cheniere Energy benefits from growing US LNG export capacity as liquefied natural gas demand rises globally |
| 2024-12-12 | Jesse FelderAuthor, The Felder Report | Bullish | Wealthion | US data center buildout is driving unprecedented domestic energy demand that can only be met quickly via… |
| 2024-08-22 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Wealthion | A persistent $6+/MMBTU price arbitrage between North American spot gas (~$2) and European/Asian prices (~$8)… |
Last reports
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 29 Oct 2026 | before the open | 5.65 vs 4.31 | +7.3% |
Notable options days
Sessions in the last 120 where LNG’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 12 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-30 | ||||||
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| 2026-07-08 |
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