Mar. 18 at 9:56 PM
@abubnic
$VG is the real deal on U.S. maintaining leadership in global LNG market not just a flash in the pan because of Iran conflict.
Listen to CEO (time stamp 6:57-7:50) describe how facility expansion can drive EBITDA from
$6.2 billion in '25 to between
$11-
$17 billion based on uncontracted volumes being sold in spot market for
$3-
$5 spread on difference between price of U.S. Henry Hub (around
$3/MMBtu presently) and Europe and Asian gas markets (see table below).
Understand
$VG says an increase or decrease of
$1/MMBtu, from base of
$5-
$6/MMBtu, would move adjusted EBITDA range by 575 to
$625 million for 2026. Then look at what has happened to gas spot and futures prices for Europe and Asia.
@abubnic how did you get the "lifetime" ribbon?
https://events.q4inc.com/attendee/151584837
