Jun. 12 at 3:09 PM
$VG
I can't imagine a better set of circumstances for VG that what has unfolded last few months. We have
$16 spreads to JKM, and we are sending ships to Asia again, including China. We have a solid
$13 spread to TTF. And most importantly we have not had a demand destruction apocalypse.
The amount of $$$ VG has been making is beyond insane. Next week we likely add to spot capability with more FERC capacity.
Sit back, relax, and look beyond Q2 announcements, the first of which is in early July with liquefaction fees (insane). Right now people are all AI and SPCX focused, but eyes will turn to our numbers as they come out.