Venture Global: Go Long And Stay Long

Ronald Ferrie3.71K FollowersFollow5ShareSavePlay(12min)CommentsSummaryVenture Global stands to benefit materially from the Strait of Hormuz closure, with spot LNG exposure driving near-term EBITDA upside.VG's Plaquemines facility will shift from spot to long-term contracts in late 2026, likely reducing margins and EBITDA in 2027.Major growth is expected from the CP2 project, with EBITDA projected at $12.5B–$14B by 2029, though debt is also set to rise.VG's portfolio aims for a 60/40 long-term/spot mix, leveraging US supply stability and potential spot market premiums amid global disruptions. Galeanu Mihai/iStock via Getty Images Thesis Venture Global, Inc. (VG) is positioned to realize a significant uptick in earnings in the wake of the closure of the Strait of Hormuz. The closure has removed nearly 20% of global LNG supply. This significantly benefitsThis article was written byRonald Ferrie3.71K FollowersFollowI am a Licensed Professional Engineer who works in the Nuclear Power industry. I use my professional working knowledge of the power/energy industries to aid in evaluating potential equities worthy of long-term investment. I invest in income producing equities and rental real estate properties for cash flow and long-term appreciation. My articles are to serve as a platform for presenting the underlying fundamentals and long-term potential of each equity/business.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.