This is what happens when Trump says “I’ll handle it” like Harlan Buckley says he’ll handle drug dealers…
While Europe is busy licking its wounds over Sunday’s tariff beatdown, Venture Global just whipped out a $15.1 billion war chest to cement its place as the red-blooded kingpin of U.S. LNG exports.
(Source: Giphy)
In short, the Louisiana-based liquidation plant, CP2 project, just secured the largest standalone project financing in history. Thirty global banks showed up for the deal, like it was the Super Bowl of debt. And a third of them were European, proving once again that nothing softens a continent’s anti-American rhetoric like freezing winter and $4 natural gas. Of course, this comes on the heels of Trump’s new trade deal with the EU, where Brussels agreed to buy $750 billion in U.S. energy and invest another $600 billion stateside.
(Source: Wall Street Journal)
Which is why now, Venture Global has gone from “who?” to “holy sh*t” in just a few years. Four years ago, they didn’t export a single molecule of LNG. Today, they’re chest-thumping their way past Cheniere (the current LNG export king) and snapping up deals with Italy and Germany to boost 28 million metric tons per annum (MTPA) peak capacity. Now, add in the 15 billion financing for gas exports to Europe and the Venture board is already pre-heating the bonus calculators. Bigly. Keep in mind, this is the same company that went public earlier this year, riding the MAGA energy wave to a $25 IPO pop… only to faceplant down to $7 when investors remembered that international arbitration with Shell and BP isn’t exactly bullish. But forget all that. The stock clawed its way back to $15.25 on Monday, up nearly 5%, because again, momentum is clearly defined by a 15 billion funding deal dropped on a random July morning.
With that said, yes, Venture Global is in arbitration with BP and Shell, who are accusing them of hoarding gas during the Ukraine panic and selling it for themselves instead of letting Big Oil do the scalping. But apparently, nobody on Wall Street gives a damn, because when you’re the guy pumping freedom molecules into Europe’s veins, moral ambiguity is just good business.
(Source: Giphy)
And for investors, the only thing that matters is this: CP2 is going online in 2027, and when it does, Venture Global will be one of the largest exporters of LNG in the world. The kind of company that doesn’t just play the energy game… they start writing the rules. Meaning, in a world where Europe is cutting the chord with Russia, and Trump is back to doing trade deals that slap, Venture Global is about to snap necks and cash even larger checks when it comes to global energy policy.
Translation: So if you’re holding LNG stocks, keep holding. And if you’re not? Start asking yourself what kind of American you really are (kinda kidding, kinda not). Regardless, this is definitely a movement that will continue to make waves, and for Venture Global, it’s definitely something for inventors to take note of. Meaning, keep your eyes on this story and place your bets accordingly. Until next time, friends…
At the time of publishing, Stocks.News does not hold positions in companies mentioned in the article.
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