Jan. 23 at 11:00 PM
$NEXT
https://public-inspection.federalregister.gov/2026-01407.pdf
📈 Why It Can Be Bullish for NextDecade (NEXT)
✅ 1. It’s a regulatory step that enables more LNG exports
The notice (DOE docket 2026-01407) is about Rio Grande LNG’s request to amend its export authorization. That relates directly to export volumes and potential capacity expansion. If approved, it strengthens the project’s export capability, which is core to NextDecade’s business. More export volume capacity → more revenue potential over time.
That’s a bullish structural point, because Rio Grande LNG is the main growth engine for NEXT. Completion and expanded capacity typically support higher long-term earnings potential from exports.
✅ 2. NextDecade has been actively commercializing the project
Meanwhile, NextDecade has locked in multiple long-term LNG sale agreements and FID decisions on Trains 4 and 5 at Rio Grande LNG with major offtakers like Aramco, TotalEnergies, and ConocoPhillips — all positive!
