Venture Global $VG adding feedstock to support its 8 mtpa Plaquemines FERC uprating request. This is an unprecedented increase in peak production without a new capex program, and complements a similar 8 mtpa uprating request at CP2. 🤯💥

Jim Cramer just recommended against buying Cheniere Energy. The coast is clear. I’m buying $LNG

In-person oral arguments on Monday for Shell’s Article 75 challenge. Briefing is complete. No discovery granted. This is the last procedural step before decision. $VG

From the courtroom… to the market! $VG

Could be big for Golar $GLNG

Rapid evolution of domestic power demand forecasts…. Henry Hub $2.72 for delivery in April, before climbing again after that.

Wow, Mitsubishi is taking advantage of low oil prices to scoop up some nice gas assets. To be determined if a vertically integrated competitor emerges, or if this will just support their growing trading desk. They hold a 16% stake in the first phase of Cameron LNG… $VG

Stephen Stapczynski Controversial take: $VG is unreasonably correlated with moves in the HH-TTF spread. Yes, it matters for the next quarter of earnings. But not as much as the volatility suggests! And also… $NEXT isn’t even producing gas yet, so calm down.

TTF in perspective. We all need to remain calm. $VG