Jul. 27 at 8:50 AM
$VG Overall Venture Global rating: 🟢 Bullish fundamentals / Neutral-to-Bullish trading
The temporary U.S.–Iran pause has lowered the immediate geopolitical premium, but the physical LNG disruption has not normalized. Qatar’s liquefaction and exports remain suspended under extended force majeure, JKM finished last week at approximately
$22/MMBtu, TTF near €63.4/MWh, and Henry Hub around
$2.91/MMBtu. That remains an exceptionally favorable international-versus-U.S. gas spread for Venture Global.