Stocks / Utilities
LNGUtilities
Cheniere Energy Inc
$269.851d +0.9%5d -2.9%settled close · 2026-09-17
Mkt cap $62B (3/25)β -0.7952w $225–296Shares 210.2MInd. Natural Gas DistributionNYSE since 1994Emp. 1,717HQ Houston, TXcheniere.com
The tape, with the calls on it
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.
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Who’s talkingIdea Scout · free
Who’s talking about LNG
9 long2 shortlatest 2026-08-04
| 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… |
| 2026-04-22 | 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 | Stanley DruckenmillerChairman/CEO, Duquesne Family Office | Bullish | Boardroom Billions | Natural gas is the realistic bridge fuel for emissions reduction, post-Russia European buyers and growing… |
| 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… |
| 2025-03-26 | Marko PapicGeopolitical macro strategist | Bearish | Mauldin Economics | Qatar, Mozambique, British Columbia, US, and Russia are all adding LNG supply simultaneously over the next… |
| 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… |
| 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 |
Show all 11 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 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 (~$8)… |
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Earnings
Next report: 28 Oct 2026 before the open
Confirmed date · consensus EPS 4.03. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where LNG’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-08 | ||||||
| 2026-09-04 | ||||||
| 2026-09-02 | ||||||
| 2026-09-01 | ||||||
| 2026-08-31 | ||||||
| 2026-08-20 | ||||||
| 2026-07-15 | ||||||
| 2026-07-13 | ||||||
| 2026-07-08 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
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