| Account | Shares | Price | Value | % of acct | Cost/sh | Gain $ | Gain % | Target |
|---|---|---|---|---|---|---|---|---|
| 401K | 54 | $291.83 | $15,759 | 0.64% | $179.14 | $6,085 | +62.9% | — |
In short: Named in Lebenthal's energy list ("these Cheniere[s]") — stocks "going to be making a lot of money for a long time" as global inventories are rebuilt.
In short: Brown best-stocks energy name (LNG exporter). Read off his list: "Marathon, of course, LNG, FTI, FANG. These stocks are breaking out."
In short: The capital-heavy contrast to Golar: "you can either build a huge project like Cheniere does in Louisiana, which cost them… billions of dollars" — versus a floating liquefaction ship. A comparison, no view.
41:44They right now they have four boats. And what these boats do is they pull up to a country like Argentina and convert the natural gas into liquid natural gas. So then the gas can then go to the buyers around the world. And so, you can either build a huge project like Shener does in Louisiana, which cost them probably between — gab billions of dollars.
In short: Named in both the standfirst and Barron's bullet summary as a beneficiary: "the price surge is benefiting American liquefied natural gas exporters, including Cheniere Energy, Venture Global and NextDecade." The largest U.S. LNG exporter and the incumbent of the group. The body's specific argument was not captured — this row records the named stance only.
Cheniere takes American natural gas, chills it until it becomes a liquid, and ships it abroad — mostly to Europe and Asia. Barron's names it among the "American liquefied natural gas exporters" benefiting as European gas hits a near-four-year high, with Europe going into winter holding the least gas in storage since 2009 and a war disrupting global supply.
Read the mechanism honestly, because it decides how much the headline is worth. Most of Cheniere's capacity is sold under long, fixed-fee contracts: customers pay to use the plant whether or not they take the cargo, which is why the business is steadier than the commodity. A price spike in Europe therefore does not lift most of its revenue — it lifts the uncontracted margin at the edges, and it strengthens the case for the next expansion getting signed. A supply crunch of this kind is usually better news for a U.S. exporter's future contracts than for this quarter's earnings.
Caveat that applies to every block on this page: the article's body was not captured, so what follows the headline — the numbers, the analyst views, whether Salzman calls any of this already priced in — is unknown. This is the published summary plus what the business plainly is, and nothing more.
In short: Lebenthal's final trade, framed as a mechanical dislocation rather than a fundamental change: "Cheniere is down on a technical factor. Here's your opportunity." No fundamental case is offered on air — the trade is the weakness itself, in a session where the rest of the energy complex printed all-time and 52-week highs.
Cheniere liquefies natural gas and ships it overseas under long-term contracts, which makes it more like a toll operator than a commodity producer.
Lebenthal's final trade is unusually bare: the stock is down "on a technical factor," and that is the opportunity. In plain terms, he is saying the fall was caused by something mechanical — index changes, forced selling, a flow — rather than by news about the business. No fundamental case is offered on air, so the honest description is that this is a dip-buy on a name he already likes, made more striking by the fact that everything else in energy printed highs the same day.
In short: First name Terranova read out of his energy adds. Amoroso: "you mentioned Cheniere — whether it's LNG production, whether it's natural gas, we've bumped that up. So the pipelines, parts of the energy ecosystem can continue to do well" even if the Strait reopens. Lebenthal: "something a little more specialized like Cheniere… it exports through its pipelines liquefied natural gas" — analyzable infrastructure, largely independent of whether oil is $90 or $70.
Cheniere chills natural gas until it becomes a liquid, then ships it abroad — the biggest US exporter of liquefied natural gas. It was the first name Terranova read out of his energy additions.
Why it survives even a peace deal: Cheniere makes money on the volume flowing through its terminals and pipelines under long-term contracts, not on the daily price of oil. Both Anastasia Amoroso and Jim Lebenthal make this point — US gas production has been ramped up, so "the pipelines, parts of the energy ecosystem can continue to do well" regardless of whether the Strait of Hormuz reopens and crude falls back.
In short: The named LNG export champion, quoted by port CEO Kent Britton: "Every ship that leaves Cheniere Energy [an LNG provider] powers a million homes in Europe for a month. Had it not been for the supply coming out of here, the lights go out in Europe." LNG exports went from a nonexistent industry ten years ago to one of America's most valuable exports.
Liquefied natural gas is gas chilled until it becomes a liquid so it can be loaded onto ships and sold overseas. Ten years ago the US exported essentially none; today it is one of America's most valuable exports, and Corpus Christi is one of its hubs. Cheniere is the name the port's own CEO reaches for to explain the scale: every ship leaving its terminal "powers a million homes in Europe for a month… Had it not been for the supply coming out of here, the lights go out in Europe."
The article does not rate the stock — it uses Cheniere to make a geopolitical point, that US export capacity is now load-bearing for allied energy security and helped keep the Iran-war oil spike from being "significantly more severe." The same physical constraint applies as everywhere else on this coast: these are water-hungry, permit-dependent facilities in a region rationing water.
In short: The other midstream name Baruch holds — paid on volume moved rather than the commodity price, into a US power-demand shortfall he considers structurally under-invested.
Cheniere liquefies natural gas and exports it, and it's the other midstream name in Bill Baruch's energy sleeve. Like Kinder Morgan, it earns fees on volume moved under long-term contracts rather than betting on the commodity price — the "get paid on moving it" business he wants as US power demand rises and the infrastructure to serve it remains under-built.
In short: "I have Cheniere as a five. Really, on a valuation basis, it should be a six, but they're in a really sweet spot… As long as the Gulf crisis continues and the world is unable to access Qatari gas, Cheniere's the best game in town. I don't think that lasts. But they're coining money right now… It's like they have the only ice cream stand in town on a 110 degree day."
Cheniere liquefies US natural gas and ships it abroad. Right now it is earning extraordinary money because the Gulf conflict has cut the world off from Qatari gas, leaving Cheniere as "the best game in town… like they have the only ice cream stand in town on a 110 degree day."
Rick rates it a five and shows his work: on valuation alone it deserves a six — i.e. it is expensive — and the only thing pulling it up is a windfall he expects to end. "I don't think that lasts."
That is the general lesson worth keeping: a company earning peak profits from a temporary dislocation looks cheap on today's earnings precisely when it is most dangerous to extrapolate them.
30:55Viper is currently unranked. I suspect I will reinitiate it with a five. I have Cheniere as a five. Really, on a valuation basis, it should be a six, but they're in a really sweet spot in terms of the liquefied natural gas business right now. As long as the Gulf crisis continues and the world is unable to access Qatari gas, Cheniere's the best game in town. I don't think that lasts.
In short: Historical reference — the first US LNG exporter ("starting with Cheniere"), the origin of the export ramp that has taken the US from zero to ~15 BCF/d today, scheduled to reach 35 by 2030.
3:13And as natural gas became more abundant, we started to export it. Starting with Cheniere, we've gone from that early Cheniere exporting to today we're exporting about 15 BCF a day of nameplate US export capacity. Now that 15 billion cubic feet is on a base of about 110 to 112 BCF a day of natural gas production in the US.
In short: "The only kind of growth story" in his coverage — a toll-booth model contracting ~95% of capacity on ~17-yr take-or-pay; no price or geopolitical risk. An S&P-500 candidate ("I'm convinced they'll get in this year") trading ~8% FCF yield vs the ~5% midstream peers get — the safest risk-adjusted return.
Cheniere runs two enormous facilities (in Louisiana and Texas) that chill natural gas into liquid so it can be loaded onto ships and sold overseas — think of them as the world's biggest refrigerators. It runs a toll-booth business: it locks in roughly 95% of its capacity under long contracts (around 17 years on average) where customers must pay whether they take the gas or not. It buys gas off the US grid, liquefies it, and books its fee at the dock — so it carries almost no exposure to swings in gas prices or to overseas politics.
This is the one genuine growth story in his whole coverage. He's convinced it will join the S&P 500 this year, and it generates cash worth about 8% of its stock price annually versus the roughly 5% similar pipeline companies trade at — meaning it's cheaper than peers for what he considers the safest, most reliable return in the group.
1:17:53— what they do is they go out around the world and they contract LNG. They will go to a German utility, a Japanese trading house, they'll go to Shell, and they will say, "Look, we'll promise this many cargoes of LNG at this fee." So, the business model is a toll booth model. They will contract 95% of that to third party. For on average typically 20-year contracts, but like a blended 17 year. It's a take or pay. Regardless. And what Cheniere then does is they buy gas from the US grid, liquefy it, put it on an LNG vessel.
In short: Prior pick he continues to hold (+10%). Also flagged as the US counterparty (with Shell Canada) Asian buyers should call to diversify LNG supply away from Qatar after the Hormuz scare.
Cheniere is the big US exporter of liquefied natural gas (gas chilled to liquid so it can be shipped overseas). It was a prior pick that he still holds (up ~10%).
He also flags it as one of the suppliers Asian buyers should be calling. After the Strait of Hormuz scare, countries that get most of their gas from Qatar will want to spread their bets — and the natural place to turn is North America (Cheniere in the US, Shell in Canada).
55:16Visit atb.com/inthemoney for more information. Okay, but before we do that, it's a real slow burn to Skeena. Um we have to go through some of your top ideas. Last time you were around, it was Cheniere Energy, which is up 10% since then. Ivanhoe up 10% since then with a lot of volatility in between.
In short: Long-term winner from Europe replacing Russian energy with cheaper US LNG (e.g. Hungary building import capacity) — a structural US energy-export tailwind that also supports the dollar/reserve-currency status.
Cheniere is the largest US exporter of liquefied natural gas (LNG) — natural gas chilled to a liquid so it can be shipped overseas. As Europe replaces Russian energy with cheaper American gas (Hungary, for example, is building import capacity), demand for US LNG rises.
That's a multi-year tailwind for Cheniere, and a side benefit is that selling more energy abroad supports the US dollar's strength and reserve-currency status.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.