LNG
Cheniere Energy Inc
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We undoubtedly agree on many things. Like being able to book a ski trip and know there will be snow, or vacation in Mexico and show up to beaches not ankle-deep with seaweed. I bet we agree on being able to obtain reasonable property insurance or buy food that’s not expensive due to crop failures. I’m sure we agree that summer air should be clear so we can go play golf or just run around with our kids.
We may also be aligned politically. I’m not some prog left liberal. I’m also not a hard right Foxhole denier. I’m a guy who wants to enjoy life, make a life for myself, and know our kids have a good shot at a normal life. I consider myself a patriot but not a nationalist and a builder of wealth but not a hoarder of same.
And yeah, if the “leaders” at COP actually walked out with a real plan and a commitment to solving what we know is already gaining momentum, then I would stand behind those plans and adjust my life accordingly. I’d also invest in those companies behind the action plan. But I’m tired of the blah-blah-blah and the hopes and dreams of bullshit solutions like carbon capture and the promise of LNG as a 25 year walking plank to a better future.
Either was basically declare this not just an emergency or a crisis, but an active threat to our kids’ future and our lifestyle. We should be laughing at Elon and his schoolboy dreams to abandon Earth for Mars and get to work right here and right now.

Nothingburger. Alaska getting funding some SK for their LNG pipeline.

Yes, however, the damage LNG creates in the first 8-10 years from leaking methane is extreme. Then it’s converted to CO2.
As an aside, my belief is that we need to take a “war footing” to actually head off catastrophic climate change. IOW, skip the middles comprises and spring into action now to reduce emissions to near zero and plant carbon-sucking plants everywhere. Of course, we know thats not going to happen…

Appreciate it, and yes QXO's not a builder, but they sell to people who fix/build homes. The TopBuild deal and that about 36% commercial/industrial mix make it much less of a pure housing beta play than a Lennar. The data center and LNG exposure tends to fly under the radar it seems.

Interesting read. Thanks for the post.
QXO isn't a home builder, but the writer's friend could apply to QXO if they are interested in Fortune 500 companies :): [https://jobs.qxo.com/careers-home](https://jobs.qxo.com/careers-home) QXO has 325 open positions today.
QXO's recent acquisition of TopBuild (BLD) gives them an insulation installation and distribution monopoly that's been backlogged since 2021. Thirty six percent of QXO's revenues now come from commercial and industrial projects from MSFT data centers. to AMZN hubs to LNG projects,
[https://www.sec.gov/Archives/edgar/data/1236275/000110465926045111/tm2612209d1\_ex99-1.htm](https://www.sec.gov/Archives/edgar/data/1236275/000110465926045111/tm2612209d1_ex99-1.htm)
Today, QXO shares are trading at a $12B market cap. For context, that's $2.50 more than the initial QXO PIPE investors paid when QXO was just a shell company. QXO's subsidiaries made $18+B in revenues last year. Analyst's consensus is $19.3B+ for QXO revenues next fiscal year. The housing and stock markets imploding and zero AI spending for the next decade may be priced into QXO stock at the current prices, especially considering Jacob's background.

Oil nearing $100 is always brutal for trade-dependent Asian manufacturing, but Korea's KOSPI holding up relatively well (down only 0.3%) usually comes down to sector divergence. Crude spikes crush domestic refiners' margins and hit petrochemical names immediately, while defense and shipbuilding often see offsetting tailwinds from Middle East security spend and LNG carrier demand.

Also, whenever US 10-year yields spike to multi-decade highs, foreign capital tends to pull out of emerging market equities to park back in dollar debt. Watching the won-dollar exchange rate is basically the real tell here—if the won blows past historical resistance levels, tech and battery names usually get dumped regardless of company fundamentals.

Are ye downvoting this guy because ye think hes wrong or you just dont like what you've read?
AOC's views on LNG are surprisingly enough public record.

Not much “green” about LNG

No, I live in one of the bluest states with a renewable energy mandate (Hawaii) and they are working on a deal to build a massive new LNG power plant in Honolulu. Dems that lean towards the center see LNG as something that is a necessary bridge to a greener future much like Europe does. Speaking of Europe, the LNG export market should be robust for a long time, given Russia is going to be persona non grata in the region for a looong time.

Do democrats hate LNG? I'm actually thinking of divesting from energy stocks before 2028 since the Dems might do dumb things no matter how much we need it.

we should be expanding this LNG into its free-range, organic, gluten-free state *AT HOME*

Not LNG lol. It is harvested and liquefied here.

Go to r/communism then. Canada has one of the cleanest resources extraction industries on earth. More LNG and less burning of coal in Asia is by far a net positive.

US had a massive head start because it had LNG in the works to prepare for its own natgas shortage. Then fracking happened US was in surplus. Easier to flip around a permitted LNG import spot/facility than greenfield it.

Sure, but still way below pre-war flows. Total oil + refined products are still somewhere around 6-7m bpd less than pre-war. So the crisis is still getting worse every day despite the relative improvement.
Also important to highlight the extra cost associated with getting those barrels to market, somewhere around $25-30 per barrel higher than pre-war which has required Gulf state producers to offer these barrels at steep discounts. And that's not counting the cost of daily US escort missions.
Also also, the amount of LNG, refined products, sulphur, aluminum, fertilizer, heliun, etc crossing the Strait is a fraction of pre-war levels which is a whole other problem altogether

Literally the first proposal on your list was cancelled due to market conditions. Maybe you should read why they were all cancelled because majority were because as I said earlier market glut making them unprofitable.
So how many LNG tanker ships were blocked by the tanker ban?

LOL just because you're too illiterate to find information doesn't mean the information is fabricated.

"There are a number of potential projects that are in the books for which there has never been a strong business case"
[https://www.theguardian.com/world/2022/aug/22/germany-chancellor-visits-canada-russian-gas-energy-olaf-scholz](https://www.theguardian.com/world/2022/aug/22/germany-chancellor-visits-canada-russian-gas-energy-olaf-scholz)

Or in other words, there is no need for the LNG. Which your own quote forwards:

\>> The world needs to transition away from coal and heavy fossil fuels... Canadian liquefied natural gas is going to play a key role in displacing coal in Asia and helping countries meet their climate targets

Just an average Redditor furious that someone is pointing out the mistakes of your cult.

Let’s start with this fabricated statement that you can source for us:
 “
The Liberals said there was no need for the LNG.”  -consistantcanadian
Trudeau effectively said it didn’t make sense moving it to the east coast to access a European market that was trending towards greener power.  He supported the west coast access.
Direct quotes from Trudeau not based on your random feelings:
"LNG conversion plants are usually placed close to the sources of LNG, and as we look at the possibility of LNG plants on the East Coast able to ship to Germany, we find ourselves a long way from the gas fields in Western Canada."
"Right now, our best proposal for LNG export is on the West Coast, where LNG Canada is constructing a major project that is going to be direct to Asia, which will offset coal power there... But the proximity to the gas fields in Western Canada makes much more sense to build on the West Coast to ship to Asia."
"The world needs to transition away from coal and heavy fossil fuels... Canadian liquefied natural gas is going to play a key role in displacing coal in Asia and helping countries meet their climate targets."
"Canada aims to be a reliable supplier of energy, including liquefied natural gas, as the world moves toward net-zero... We are looking forward to being a reliable supplier of energy to Japan as their needs for LNG increase."

So we're now redefining 'block'? As if the Great Wall of China wasn't really a wall because parts fell down after 1000 years?
This is also the peak of self-delusion "So how did all of these blockades stop the project?".... my brother in christ, there were a dozen projects that were cancelled because of this bullshit:
* Pacific NorthWest LNG
* Kitimat LNG
* Aurora LNG
* WCC LNG
* Prince Rupert LNG
* Kwispaa LNG / Steelhead
* Grassy Point LNG
* Douglas Channel LNG
* Port Edward LNG
Total Combined Estimated Investment: $170 Billion CAD

I just informed you that a delay isn't blocking something it's just a delay.
And non of the delays would matter unless the LNG facility was waiting on the pipeline which it wasn't.
So how did all of these blockades stop the project? They didn't at all and you are clueless.
But let's circle back to when did the USA block LNG export? And how did the tank ban stop LNG ships?