Jul. 22 at 2:38 PM
$VG Trump un-TACOing, now regime change sounds like it is also back on the menu. Will the flailing stink beards lash out at Ras Laffan again is the big question? Or did they realize all it does is create a boon for US LNG exporters and hurt Asian and European countries who are not involved in this conflict? Regardless, 20% of the world's LNG supply is cut for the foreseeable future and spreads for spot cargos are indeed lucrative for Venture Global. TTF is at new highs since the Ukraine invasion panic buying with capability to go much higher. You could say...CalledThis1 called this one.
