Tellurian Inc (TELL)

[velcro]

Institutions believe Tellurian will complete Driftwood.
Reported yesterday, VANGUARD owns 5.27%

[Brokemillwright]

No concern for you. Just pointing out the typical mindset. It drops- ahhhhhhh time to get out sellllll!!!!!!!! To oh it's going to up, buyyyy!!!!!!! Pretty pathetic lol. Buy when others are fearful -just happened as you said time to get out, sell when others are greedy....... Low 30s to mid-60s...... Are others greedy now or is a wave 2 filling out and wave 3 be time to sell??

[fink]

Hell yes.
I'm all for them lowering the bar during this period. Everyone is accumulating.
Thanks for the help.


So long as this keeps hitting the .65 riling snd bouncing off, we're good to BID sit. 4 times after hours. It will crack one day.

[Chappy86]

I did double and moving toward a triple. Thanks for your concern.

[Brokemillwright]

Typical. Go from bag holder in December, to GET OUT and back to pumper lol. Now if only you had bought when you were crying get out you could have doubled your money before this next leg down

[fink]

True. Someone like Freeport. Then they can build a facility without the bugs plagued in that thing they are trying to keep up and running. That thing is snake bit.

[velcro]

Always hope that someone will buy or merge with Tellurian.
Announced today that Diamondback Energy (FANG) is buying privately owned Endeavor Energy for 117.3 million shares and $8 Billion cash, in West Texas' Permian Basin.

[glenn1919]

TELL.....................................https://stockcharts.com/h-sc/ui?s=TELL&p=W&b=5&g=0&id=p86431144783

[fink]

Someone drew a line in the sand at .65
Looked like a war was going on to paint that at the close. Extended day should be an eye full.

[fink]

FERC, unAmerican unelected NGO making laws? Very deep State swampy.

I don't trust them under this administration, but We are grandfathered in. I pray it's just a shake down for another fee.

Above .75 I'm taking out half my sub.40s to bank free shares and work my average even lower.

Nice week. They close this deal and .75 is a possibility.

Who's got a brick to throw at me? I'm sure one is coming my way now. LOL

[velcro]

Something else good in the wind for price and volume increase today.

[Chappy86]

Price should continue to go up as Tell looks to receive FERC extension approval.
https://www.ferc.gov/news-events/news/sunshine-notice-february-2024-commission-meeting

[Brokemillwright]

Without dilution????? Oh geeze, I've posted the annual dilution numbers and they are horrible. Are you really that stupid to think they are done, after they approved around 900 million to dilute last year and have so fa done 100 million, even at these multi year lows

[fink]

If it can get us to 2025 without dilution, I'm happy.
American Nat gas is so cheap, I never understood why those fields were invested in.
Convert it to LNG is where the money is.

Trump gets in office and all fuels are going to rock bottom.

I swear, we should be running our cars on this shit.

[velcro]

“By unlocking the full value of these high-quality assets, we aim to substantially reduce our debt, further reduce our general and administrative expenses, and provide additional cash, enabling us to develop Driftwood LNG. Currently, this approach is more attractive than issuing equity to fund our 2024 development activities and working capital needs,” said CEO Octavio Simões.
The Haynesville asset could be worth $365 million, investment banker Roth MKM said in a note on Tuesday.
THE POSSIBILITY OF SELLING HAYNESVILLE LESSENS THE NEED FOR STOCK DILUTION.
ON THE RIGHT TRACK, IT GIVES MORE TIME TO FIND DRIFTWOOD PARTNERS.

[Jackthehorse1926]

Your tripping. It’s going much much higher.

[shurtha2000]

.50 cent call options look really good

[valleybenedetto]

That means it was a good hire cuz that's a great move by the company

[velcro]

Likely it was a recommendation by recently hired Lazard.

[valleybenedetto]

I like this move. Good news.
https://finance.yahoo.com/news/tellurian-explores-sale-haynesville-upstream-120000021.html

[Karl Tyrant]

Dumping fast.....NVTA a formerly gloriously pump from Cathie Woods dumped to 8 cents on news of rumors BK...imagine that Cathy said it was the mother of all disruptor technologies.....TELL under $1 less than a few months...is something worse coming or is there light at the end of the tunnel.

[Chappy86]

Time to get out

[Chappy86]

We breached the 30's

[velcro]

Historically, both Israel (1948) and Saudi Arabia (1973) have enjoyed quasi-51st State status.
Biden (and Obama) are doing their best to irritate them via IRAN.
Oil is a weapon. Biden is not in the driver's seat, although another 1973 OPEC oil embargo would likely mean war.
War would take minds off inflation in an election year.
Trump and MAGA are larger threats to Biden (and Michelle Obama), so who knows what will happen?
I'm just hoping Tellurian finds Driftwood partners.

[fink]

Biden has a no way out of Texas.

And God help us if we go after Iran. Zero reason too. Just another stupid move to create another 20+ endless war we won't win.,
https://tomluongo.me/2024/01/31/podcast-episode-167-larry-johnson-and-the-intelligence-gulf-in-the-middle-east/

[tw0122]

Agree TELL cheap here .. . US foreign policy is the catalyst. ..There’s a growing anti-Americanism, not only in Asia, Africa, and the global South, but in Europe.

Well, the second reason that Nye cited was domestic energy supplies. America controls oil. Not only does it produce its own oil, but it’s just been able to block the rest of the world from importing Russian oil, and it’s been able to blow up Nord Stream. And now it’s pushing Israel to essentially act as another Ukraine. It’s pushing Israel to incite Lebanon and Iran into a provocation, into a military response to the Israeli attacks that is going to enable Israel to do what a Senate majority leader, the Republican leader, has been pushing for, and what Biden is pushing for, and what the neocons have been pushing for for 20 years, war with Iran to grab the oil reserves of what were Iran, Syria, Iraq, and Libya.

If it can control the oil reserves of the Near East and be able to block off their energy exports to all the other countries, just as it’s been able to block Russia’s oil exports to Europe, then it can control the industrialization of other countries because industry basically runs on oil and gas. Industry is energy, and without energy, you’re not going to be able to have your own industrialization independently of the United States. So the U.S. foreign policy, as we’ve talked before, I think, in our last show, for 100 years, the United States has used oil as an attempt to control the world’s economy.

Well, the third point that Nye points out is the dollar-based financial system. Well, it’s amazing that he could say that in yesterday’s Financial Times when the whole world was trying to de-dollarize. You’re getting one speech after another, not only from Russia and from China, but from the global South countries. And even in the Near East, they’re saying now that America has grabbed Russia’s foreign exchange reserves, $300 billion, all of the money that we’ve saved in our domestic monetary reserves are subject to confiscation by the United States. And they’ve already told Saudi Arabia that if they do not keep their international reserves from oil exports in the form of United States stocks and bonds, that would be treated as an act of war. So here in the Near East, you’re having Saudi Arabia and Bahrain under increasing pressure to support the Arabs being attacked by Israel, and yet they’re afraid to act because the United States is holding their dollars hostage. Well, very quickly, you’re seeing other countries move out of dollars as quickly as they can.

And finally, the fifth argument that Nye points out for why America cannot lose is demo-graphic and technological leadership. But that’s the one fatal Achilles heel of the United States economy. Its hope, its idea of technological leadership is to get monopoly power over information technology, pharmaceuticals, and other areas that it can dominate for intellectual property through copyrighting and through essentially suing countries that will adopt the technology that’s developed in the United States.

[velcro]

Letter from Chairman Martin Houston on 29th January 2024
Dear shareholders of Tellurian,
It is a month since I sent you my first letter as Chairman and I wanted to give you an update, but also to thank the many shareholders who have written to me.
Late last month we appointed Lazard as our financial advisor. As I said in my letter on 28th December, the focus of the Lazard engagement is on commercial maters. While it is our policy not to comment in the media on M&A maters, we are aware of a misleading headline in a press report last week regarding our financial advisor. Let me clarify: first and foremost, the purpose of hiring Lazard was to give us advice on unlocking the value of our asset base and to help expand our thinking. For customers and potential equity investors, we want to widen the commercial aperture. We believe Driftwood LNG is a powerful platform:given our timeline, EPC contract, existing sitework, and fully permitted status that has high value in a growing LNG market.
We also wanted to access the considerable skills and experience of George Bilicic, the Global Head of
Lazard’s efforts in energy, and a member of Lazard’s Global Executive Committee, who will be leading
their Tellurian engagement. He is an experienced advisor to energy companies of all types and has
specialized knowledge in the LNG industry from his role as President at Sempra Energy.
Our commercial activities are moving well and at pace. These include SPA discussions, equity discussions and now, some new approaches. I am pleased with progress and whilst I will not be drawn on dates or outcomes, I would say that we have clear internal timelines and anticipate some near-term decision points. That said, we will not create any false dawns. If we have concrete news, we will tell you, and if we are making progress, we will guide you.
We continue to work with Bechtel on the site at Driftwood under the LNTP2 (limited notice to proceed)
program and explore options for additional scope depending on the progress on the commercialization
front. We are balancing our spend across Driftwood, the upstream company and G&A. As I have
previously mentioned, we have made significant cuts to the later, without impeding any activities.
We are frequently asked about our licenses and permits for the construction and operation of Driftwood LNG. As many of you are aware, the Biden administration and the Department of Energy (DOE) announced last Friday, that the DOE will temporarily pause review and approval of all new and pending applications for export authorization to Non-Free Trade Agreement (Non-FTA) countries while DOE updates its assessment process.
Again, let me clarify an important point. We already have our license to export LNG to Non-FTA Countries which is valid through 2050. As we get closer to completing construction, we plan to adjust the in-service date condition under that license to accommodate our construction timeline.
We will continue to monitor the DOE’s assessment process review and any impacts it may have to our
Non-FTA export license. I would add that in the meantime, the global demand outlook for LNG has not
changed, so any scarcity will drive opportunity for Tellurian.
I am as motivated as all of you to realize value for Tellurian’s stakeholders and am committed to do the
related work needed to realize such value. I am a large Tellurian shareholder and have no greater purpose than getting this job done. I’ve been struck by the stories you have told in your e-mails to me, and I can only tell you that the Tellurian teams and the Tellurian Board are laser focused on delivering this value.
Many of you have waited a long time, we will do our very best to repay your trust and patience.
Onwards, Martin Houston, Chairman Tellurian, Inc

[Brokemillwright]

Dilution machine, even at multi year lows.

Total common shares outstanding

Fiscal 2016 109.6m
Fiscal 2017 222.75m
Fiscal 2018 240.66m
Fiscal 2019 242.21m
Fiscal 2020 354.32m
Fiscal 2021 500.45m
Mar. 2022 545.89m
Mar. 2023 562.82m
Current 698.53m

Why were your buys so much bigger at $5 than .60?

[Brokemillwright]

Your assuming I or anybody else took your advice on buys lol. Like I've stated many times, I profited 15k on this, with my own choices, even tho you always say "sorry for your loss". How about those $1.50 buys and me instantly saying sub buck coming, and sub buck came? There a reason your called uncle Cramer as anybody can scroll back and see nearly every time you say great buying opportunity it drops around 20% the next day or two. The one time you were bearish at near .50 it went to damn near a buck. You are the definition of a shill, you can do better, or at least try to right?

[Karl Tyrant]

Looking to buy for .25 cents. But its risky still...could go BK to zero....

Revenue Estimate
CURRENCY IN USD Current Qtr. (Dec 2023) Next Qtr. (Mar 2024) Current Year (2023) Next Year (2024)
No. of Analysts 3 1 3 1
Avg. Estimate 63.84M 64M 214.8M 231.32M
Low Estimate 52.53M 64M 178.7M 231.32M
High Estimate 81.1M 64M 281.7M 231.32M
Year Ago Sales 102.53M 50.94M 391.93M 214.8M
Sales Growth (year/est) -37.70% 25.70% -45.20% 7.70%


Charif Souki, Godfather of American LNG Industry, Is Ousted from Tellurian
Gas-export company’s abrupt termination of its co-founder caps his flamboyant career in energy......this is not a good sign...

[fink]

.51 divi is a 16.8% return.
Guess someone wants a piece of that.

Hopefully they know something constructive?

[velcro]

Puzzling that TELZ is up afterhours on larger volume?

[fink]

TELL is a great buying opportunity.
Buy till they have the plant almost completed.

I never told you when to buy and how much. That's on you friend. What you do with your second mortgage is between you and your partner. Frankly your bitching makes for boring posts.

Sorry for your loss.

I've never stopped adding and I hold a .5484 average. I'll take it even lower. If I can do that without pissing in everyone's ear, anyone can do it.

We all know how long the plant was going to take.

A little DD for you. Only advise you should listen too. Welcome to online stock chats.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=30835203

[fink]

The fear is, they run out of money in 6 months.

Even if it does, it will be bought up by someone. This Plant will be built and be shipping LNG all over the Globe.

I'll buy all I can in BK.

[Chappy86]

Looking everywhere for news and can't find anything on why we are declining. These things sometimes come out after the fact.

[fink]

Me too. 2023 year end bonus check hits March 15th. I'll split it with the F'king IRS off the top.
Ill add to my investment down here.

Who else has a wide open LNG plant? No new ones are going to even have a chance till 2025. And I mean no permits.
TELL is it. TGLO is even further out. Qatar gets drawn into war, hello?

[Chappy86]

I'll buy more in the .30 range

[Brokemillwright]

Notice the pattern of that dimwit fink and how whenever he says it's a good buying opportunity, it drops lol. I've linked post back to him pumping at $5 down. Breaks .40 it's headed to .30 and the overall big picture the 1.618 I've had a .24 cents

[fink]

China to buy it for $B
That's $12/share.

I'll take that and be happy.

[velcro]

Don't think it will be long before Driftwood partners are announced. Too many big boys expecting results.

[fink]

Sold a few old dead shells I've been banking the paper loss and bought more to keep my average below .60

Maybe go to church Sunday and light a candle.

No more fireside chats with the CEO. Everyone guessing WTH is going on too. Quiet is never good. You'd think Biden killing all new LNG permits, this would trend up, not down.

[Chappy86]

What the heck happened today?

[fink]

Getting rip again for the pick'ns

Maybe a good Friday BID is in store.

[tw0122]

Biden Lets Tik-Tok Set US Energy Policy, US Loses, Russia Wins
January 27, 2024
•
11:59 am
•
45 comments on Biden Lets Tik-Tok Set US Energy Policy, US Loses, Russia Wins
•
Economics
Following demands by the TikTok lobby, Biden will pause LNG exports. The ironic winners are coal and Russia. The losers are the US and the environment.

Biden and the TikTok Anti-LNG Crusade
The Wall Street Journal comments on Biden and the TikTok Anti-LNG Crusade
Americans received a preview of a second Biden term on Friday when the President halted permits for new liquefied natural gas (LNG) export projects. Climate politics has become the tail wagging this Administration’s economic, national security and foreign policy. President Biden isn’t running for re-election. Climate lobbyist Bill McKibben and his TikTok army are.
“This pause on new LNG approvals sees the climate crisis for what it is: the existential threat of our time,” Mr. Biden said. “We will heed the calls of young people and frontline communities who are using their voices to demand action from those with the power to act.” Didn’t he campaign in 2020 by promising to be the adult in the room?
Now he’s letting TikTokers dictate U.S. policy. Press reports say Biden adviser John Podesta pushed for the “pause”—which tees up an outright ban—after TikTokers and Mr. McKibben made stopping LNG exports a cause celebre. Mr. Biden’s advisers at the White House even met with a TikTok climate “influencer.” The Administration hopes its climate gesture will boost the President’s flagging political support among young people.
Mr. Biden’s views sure have evolved. As Vice President, he boasted about the benefits of U.S. LNG exports. “The United States is now a net [gas] exporter,” he proclaimed at the 2016 CAF conference. “There are even greater opportunities to supply the energy needs of our partners in Latin America and around the world.”
Nobody in the White House seems to understand that countries sign long-term contracts years in advance so they can plan their energy infrastructure and needs. They won’t build new gas plants or import terminals without supply locked in—or they will turn to more reliable sources. Russia now looks like a more reliable energy source than the U.S.
New York Times

“Ahead of the decision, White House climate advisers met with activists like Alex Haraus, a 25-year-old Colorado social media influencer who has led a TikTok and Instagram campaign aimed at urging young voters to demand that Mr. Biden reject the project.“
Dear Europe Please Look Elsewhere

The Beneficiaries

Glen Youngkin, Governor of Virginia

“The Kremlin is celebrating this decision. American natural gas is the cleanest in the world, can displace foreign coal from China, and ensures our allies aren’t relying on Russia for natural gas.”
From what I have seen of Youngkin, including actions in Virginia that got him elected, I would like to have seen him on the ballot, not Trump, or any of the rest of those who dropped out. I think he could have won in a landslide.
Five Major Consequences
Changing supply does not change the demand. That demand will be met by Russia which has less environmental concerns over methane release than US producers.
To the extent energy demands are not met by LNG, they will be met by more use of coal, especially by China.
The US will lose jobs. Russia will gain them.
Biden sent a signal to the EU that the US is not a reliable energy partner. At a minimum, this will have the EU looking back towards Russia and away from its clean energy goals. Europe is already a hot bed of the anti-green movement.
Biden will not gain votes from this. The people he is appeasing would vote for him anyway. He will lose independents and moderates, especially in natural gas producing states. Pennsylvania’s natural gas industry employs more than 72,000. It is the second largest natural gas producer in the US following Texas.
In general, the LNG Pause will hurt the environment, aid Russia, and won’t do anything for Biden’s election campaign although I suspect that is the real reason for the pause.
As a result of the pause, we may see lower natural gas prices but the overall damage is massive.
It would be ironic (and deserving) if Biden loses Pennsylvania and the election over this.
The Rise of the Farmer’s Daughter and Another Green Energy Revolt
In Europe, an energy revolt is underway. For details, please see The Rise of the Farmer’s Daughter and Another Green Energy Revolt
Four More Years?
Biden’s clean energy push, union push, free money ideas, student loan forgiveness, and social handout policies are all from the extreme progressive Left.
And they are all highly inflationary, too. So don’t prematurely celebrate the alleged slow down in inflation.
From ‘Never Trump’ to ‘Encore’
Biden promised to be a moderate. He is the Progressive’s wet dream candidate .
You may not like Trump, and I don’t either. But the US cannot afford another four years of Biden’s regulatory madness.
For discussion, please see How Many People Went From ‘Never Trump’ to ‘Encore’?
Independents who don’t like either of them will face a choice. I don’t think it will be Biden.
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Mish

Mike Shedlock
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45 COMMENTS
Newest
Sunriver
Sunriver
8 hours ago
No more new permits for LNG exports and no way to get permits for lithium mines.

Nannycrat Biden will promote tax incentives for pedal bikes and ice cream cones.
0
Reply
PapaDave
PapaDave
11 hours ago
First, let me state that I am in favor of producing and exporting as much LNG as possible. More nat gas, less coal, wherever possible.

Second, stop the hysteria. The US already has 7 LNG export facilities that can export 13 bcf per day. We are already the world’s largest exporter of LNG. (And we produce more oil than any other country.)

Another 5 LNG export facilities are approved and currently under construction. They are not affected.

There are 17 more facilities looking for approval.

This pause will merely allow some time to update the approval process on 4 facilities that won’t even be built till after 2028.

The approvals may still come, whether from this administration, or the next, or the next.

This is typical of US politics. Lots of sound and fury, but not much actual impact.
5
Reply
Rinky Stingpiece
Rinky Stingpiece
11 hours ago
Reply to PapaDave
That all sounds very plausible, but it’s still a very strange signal to send to the rest of NATO or the EU, that in the midst of a supposed emerging conflagration with Russia, that the US wants to switch from pumping aid into Ukraine, to sabotaging Germany.
1
Reply
Jeff Green
Jeff Green
11 hours ago
Biden is listening to TikTok? That is just absurd.
0
Reply
Stu
Stu
12 hours ago
This from a man that allowed his ego to create Corn Pop….
1
Reply
Doug78
Doug78
12 hours ago
Russia has problems protecting its oil terminals from Ukraine drones. For the moment LNG is not touched but who knows? Yamal is protected by distance by the others are not. They also have an acute labor shortage for some reason so they won’t be adding any jobs. The LNG pipeline plans to China have gone nowhere and will continue to rapidly go nowhere. Let’s see how spot LNG prices develop. I don’t expect much movement.
-6
Reply
Nonplused
Nonplused
13 hours ago
“Democracy is a system of government by the people, of the people, and for the people. Unfortunately the people are morons.”
3
Reply
Doug78
Doug78
13 hours ago
Reply to Nonplused
How many kings, emperors, dictators and strongmen ended up not being morons as well? Not many.
-3
Reply
Thetenyear
Thetenyear
13 hours ago
I’m so tired of hearing the “existential threat” threat. We would be doing much more than pausing if climate change is truly “the existential threat of our time”
1
Reply
Doug78
Doug78
13 hours ago
Reply to Thetenyear
True existential threat will come from space.
1
Reply
Ursel Doran
Ursel Doran
8 hours ago
Reply to Thetenyear
Climate change is without any doubt the biggest HOAX ever to gain ground, alongside the Russia Russia Russia drum banging by the MIC.

Controlling the political narrative for the grifters that have control of the stealing rights is today, with this administration run by a doddering Demented old fool used as a puppet on a string by Obama (Soros), out to destroy the country is beyond dangerous.

The open border to allow the INVASION of MILLIONS of Illegals in in the hopes that they will vote Democrat is the biggest crime imaginable alongside the stolen election that installed the Demented One into office.
1
Reply
Jojo
Jojo
13 hours ago
“The US will lose jobs. Russia will gain them.”
Many jobs are going to be replaced by robots and automation. The transition is accelerating. Humanoid robots are the next big thing.
———
Figure’s humanoid robots are about to enter the workforce at BMW
By Loz Blain
January 18, 2024

Figure has signed its first commercial deal, and is sending its general-purpose humanoid robots off to start real-world work at BMW’s manufacturing plant in South Carolina. Founder and CEO Brett Adcock talks us through this rubber-meets-road moment.

Emerging from stealth mode just 10 months ago, Figure has developed its robots at a frightening pace. The company had prototypes up and walking within a year of development, thanks to a highly experienced team – and at an impressive speed, too, compared with everything this side of the acrobatic Atlas bot from Boston Dynamics.

A little over a week ago, the company announced another milestone, releasing video of the Figure 01 robot autonomously making a coffee in response to a verbal command. Adcock called this a “ChatGPT moment” for the company, since the robot figured out how to use that coffee machine on its own after watching a bunch of video demonstrations.
…
link to newatlas.com
1
Reply
John murray
John murray
14 hours ago
What happened to state sovereignty? As a Louisianan, I think such decisions should be made at the state level. He can do this plus what he is threatening to do in Texas because he knows those states will never vote for him.
7
Reply
Alex
Alex
14 hours ago
Biden is a clown. Voting for a dumbass has consequences. Unfortunately we’re always given a slate of dumbasses.
8
Reply
Commenter
Commenter
6 hours ago
Reply to Alex
The states this impacts the most certainly didn’t vote for Biden.
0
Reply
RonJ
RonJ
14 hours ago
“This pause on new LNG approvals sees the climate crisis for what it is: the existential threat of our time,” Mr. Biden said.

Pause until after the TikTokers vote for him in November?
3
Reply
spencer
spencer
15 hours ago
“The price Spire West customers pay per cubic foot of gas will jump from 40.4 cents to more than 79.3 cents, an increase of 96.2%”
1
Reply
Avery2
Avery2
15 hours ago
This is from March last year –

link to eenews.net

Surprised Yergin associated with that rogues gallery. He used to go on the Lou Rukeyser show 30 years ago.
0
Reply
Doug78
Doug78
15 hours ago
It’s just a pause on plans for new LNG installations and we will see how long it will last. When Biden came in he was supposed to cut down drilling of fossil fuels. Fast forward and the US has become the world’s largest exporter of LNG . Biden’s order doesn’t affect the current LNG installations nor those being built so LNG exports will continue to rise. Soon he may no longer be there so I doubt that is a fundament shift.
0
Reply
Phil Davis
Phil Davis
15 hours ago
The US is in a fast decline. Martin Armstrong’s uncanny ECM model points to 2032 as the year the US begins to lose its hegemony. All this nonsense we are witnessing is the noise an empire makes as it sinks to the bottom. I’m afraid there is little that can be done; we can mitigate some damage, but we can’t stop the trend. Our biggest issue right now is the push by Neocons, who control DC, to start an International war. We have extreme challenges ahead.
9
Reply
FUBAR111111
FUBAR111111
15 hours ago
Reply to Phil Davis
2032?

hahahaha a sunny optimist.

How about 2024? US “hegemony” shrinks by the second, at light speed.

The more neo-con and woketarded policies are enacted, the more decline accelerates. A few more disastrous defeats and victory will be assured!

“Russia now looks like a more reliable energy source than the U.S.” They did reliably supply gas to Europe for decades, until NATO decided to put a halt to that.You see, in order to enable Europe to stand up to “Russian aggression”, of course we needed to destroy their economies by ending their supply of cheap reliable energy. Genius, I tell you, sheer genius. Now they will be able to easily build huge armies, navies and air forces, to confront Russia….err, wait….what?

““The US will lose jobs. Russia will gain them.” Somebody will gain jobs out of this, and it won’t be the USA. Demand will be filled. Of course, Biden voters don’t need jobs, they have higher priorities, like spending all day virtue-signalling.
3
Reply
Victoria "the Hutt" Nuland
Victoria “the Hutt” Nuland
11 hours ago
Reply to FUBAR111111
If 1% of the retards with Ukraine flags on their facebook profiles, Instagram profiles, and tramp stamps had even 1% of the courage and pluck of the jihadis who traveled to Afghanistan on their own dime and defeated the USSR & the USA, they would’ve gone to the front lines and Russia would’ve lost the war long ago. Instead, all of these Hutts are obese losers who believe they can “think tank” Ukraine to victory.
Last edited 11 hours ago by Victoria "the Hutt" Nuland
-1
Reply
Scott Craig LeBoo
Scott Craig LeBoo
15 hours ago
Im not really sure we have as much natgas left as we think. This is not corn. It cant be “grown” into existence. All the fossil fuel energy we have is one-off. You cant grow any more oil or natgas. I would prefer we not export any at all. If Russia and Qatar have so much they want to sell to the world, let them. We should keep crude and natags at home.
5
Reply
DJH
DJH
16 hours ago
Biden really has it in for the Germans. He gets them to embargo Russian energy, blows up a pipeline (probably) to insure that, now is cutting LNG exports. Germany is becoming irrelevant to NATO and to manufacturing. Trump warned them and they laughed. Who would’ve dreamed 10 years ago that Germany would be dependent on Poland for protection from Russia, and dependent on France for energy rather than Russia or the U.S.
11
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Rinky Stingpiece
Rinky Stingpiece
11 hours ago
Reply to DJH
Trump’s dad was German, and his mum was Scottish. Trump is eligible for both UK and German citizenship. Biden is not remotely Irish and not eligible for Irish citizenship, Biden’s true nationality is Dystopian.
0
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Stuki Moi
Stuki Moi
16 hours ago
“The US will lose jobs. Russia will gain them.”

That’s not immediately obvious.

This whole setup, smells more “organized labor” than “green.”

One of; or more like the only; “industrial” edge the US has enjoyed over the past decade or two; has been dirt cheap, near negative-cost, gas. Resulting from shale oil production. Those giveaway prices have sustained, even enticed, plenty of “Biden”/union jobs; and continues to do so.

Take that advantage away, and those jobs are all moving offshore as well.

Whether that, sum total, makes up for the additional energy sector jobs facilitated by LNG exports, is anybody’s guess.

But energy sector jobs tend to be less unionized. And in Biden’s world, it’s union jobs in blue states which matter. Not frack-site jobs in Wyoming.
0
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Misemeout
Misemeout
16 hours ago
Isn’t TikTok and Biden owned by China?
11
Reply
Rinky Stingpiece
Rinky Stingpiece
11 hours ago
Reply to Misemeout
…and the Vatican…
-2
Reply
Stuki Moi
Stuki Moi
16 hours ago
“Russia now looks like a more reliable energy source than the U.S.”

No shR%!, Sherlock!

The sheer level of delusion of the idiot classes, truly is mindboggling!
6
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YP_Yooper
YP_Yooper
16 hours ago
As a resident of PA sitting on top of a vast amount of NG, I have no problem with slowing the exports, or stopping them outright and it has nothing to do with the uncontrollable CO2 garbage Biden claims it does. This finite resource should be for the benefit of PA residents first, then the larger US. My NG bill is going up yet again because it’s more profitable to send it overseas. Screw that, along with all the geopolitical BS comments…
4
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Jeff
Jeff
16 hours ago
With this ban Tellurian TELL looks like a promising lottery ticket investment. Tellurian is looking for a investment partner to complete its Driftwood LNG project, but so far they have not found one. Now with the competition out of the way, isn’t it is likely somebody like Blackstone offers to help?
0
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Toutatis
Toutatis
16 hours ago
If this cessation of exports is really motivated by climatic reasons, the gas which should have been exported should remain underground, and not be used for other uses, for example being consumed in the US.
0
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strataland
strataland
16 hours ago
Biden is the most dishonest, untrustworthy and uninspiring political leader in my lifetime. Get him out of office.
14
Reply
Richard S.
Richard S.
15 hours ago
Reply to strataland
The other day, Biden said in a speech, “The beer brewed here. It is used to make the brewed beer. During is define, oh, earth Rider. Thanks for the Great Lakes. I wonder why.” The man is a vegetable!
5
Reply
Jojo
Jojo
14 hours ago
Reply to Richard S.
ABT…
0
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Jeff
Jeff
16 hours ago
But not everybody in the US loses on lower LNG exports. If you pay gas bills or you own shares in companies with already-approved or built LNG trains, you win(e.g. CQP, LNG).

You do lose if your investments count on eventual natural gas prices increases; unfortunately I have a fair number of shares in those losers (e.g. SWN, CHK)
3
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Traveller
Traveller
16 hours ago
Do you see a pattern developing here ?
Last edited 16 hours ago by Traveller
1
Reply
Ken
Ken
16 hours ago
This is crazy! Listening to an influencer to set energy policy, our borders being run over. What is going on! If there is any doubt that he give’s a hoot about Americans you ain’t American.
7
Reply
Avery2
Avery2
16 hours ago
Regulatory madness –

link to m.youtube.com

Yes, that’s the problem!
0
Reply
David Olson
David Olson
17 hours ago
There are many factions in the Democrat tent, even many factions in the corner of the tent for “progressives”. What I see is that those factions we call ‘limousine progressives’ are influencing what policy gets set. Most of those people already have nice wages and bank accounts, and have their own notions of “utopia” which they intend to impose on the rest of us.

Such policy setting is why so many once-Democrats are drifting away and beginning to vote for Republicans. To be seen whether the realignment of votes really does fix mistakes.
8
Reply
Norbert
Norbert
17 hours ago
Them durn young whippersnappers…
1
Reply
Micheal Engel
Micheal Engel
17 hours ago
CL [1D], with the cloud, reached equilibrium. CL might drop to the 40/55 range.
Oil prices, in real terms, adjusted to inflation, is $24 (Bloomberg). The real oil prices might be in accumulation, in a glut, like in the 80’s/90’s. The Dow reached a resistance line : 1929 to 2000 highs. The Dow [3M] wasn’t in recession for 15Y since 2009.
If the Dow loses its grip RSI [3M] might drop below 40, to recession area, and stay there for years.
Mortgage rates might be negative. Evicted tenants will retaliate. Recession might cleanse debt, including gov debt. In an election year the Fed will not cut rates, supporting Biden.
Last edited 17 hours ago by Micheal Engel
2
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Bill Meyer
Bill Meyer
17 hours ago
Posts like this make me want to raise the voting age to 40.
11
Reply
TexasTim65
TexasTim65
11 hours ago
Reply to Bill Meyer
Shouldn’t the real answer here be to limit the age of running for president to say 70 so that we stop getting dotards as candidates.
1
Reply
Maximus Minimus
Maximus Minimus
11 hours ago
Reply to Bill Meyer
That’s sounds a bit extreme, but there was one Rep. candidate who proposed minimum age of 25, voter id, and English only.
All part of democratic systems everywhere, except minimum age.
Setting the age limits between 25 and 70 makes absolute sense which is why it will never pass.
The system is designed to be controlled, not to make sense.
0
Reply
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[velcro]

TELZ move up bodes well for TELL

[velcro]

State Street owns 7.35%

[velcro]

Afterhours 8 cent jump on decent volume???

[velcro]

From the Tellurian Daily Market Commentary: "A recent WSJ article raised concerns about New England’s energy supply
with the imminent closure of the Everett LNG import terminal… "
This will ultimately benefit Tellurian big time. Politics caused the August 2003 New England blackout and evidently politicians are no brighter. Politics blamed the Aug. 2003 blackout on an Ohio power plant because there was inadequate tree trimming underneath heavily loaded transmission lines. DUH-- Ohio is not in New England. The NIMBY attitude in New England is unfortunately alive and well. It is inevitable there will be another New England blackout.
As we think about the May closing of the Everett LNG import terminal, it bodes well to expedite Tellurian's Driftwood. Major stockholder Pernendu Chatterjee is not sitting idle with his experience.

[fink]

Unless you dig something up.
I look forward at what your DD.

Everyone has their eyes to May. I don't expect anything.

[Brokemillwright]

When fink buys it drops, just wait for him to get bearish again. How's Uncle Cramer?