Aug. 31 at 3:46 PM
$VG Plan on holding this for a least 5 years. Average
$9 bucks. Looking for double by mid 2027.
The Q4 2026 Catalyst (Phase 1 Commercial Operations): The official Commercial Operation Date (COD) for Phase 1 is strictly targeted for Q4 2026. When Phase 1 transitions out of commissioning into full commercial service, long-term take-or-pay sales contracts kick in. This structural shift transitions variable spot cargo revenue into highly predictable, premium contracted cash flow.
The Mid-2027 Expansion (Phase 2): A second localized revenue surge will materialize when Plaquemines Phase 2 achieves COD in mid-2027. This will add the final 12 liquefaction trains, bringing the facility to its full 20 MTPA nameplate export capacity.