Search

Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 18
LNG
$223.72
$223.72 +0.0%
LONG Tyler Kendall
Multimedia Editor
Japan is investing $36 Billion in US energy projects, including a natural gas plant in Ohio and oil export facilities in the Gulf. This is a direct injection of capital into US energy infrastructure. It validates the "Energy Security" theme and guarantees demand for US LNG and fossil fuels. LONG. US Energy infrastructure is a beneficiary of geopolitical alignment with Japan. Regulatory hurdles or delays in project approvals. Bloomberg Markets
Bloomberg Surveillance 2/18/2026