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Trade Ideas (2)
Date Ticker Price Dir Speaker Thesis Source
Feb 13 LONG Gitanas Nausėda
President of Lithuania
The speaker explicitly states Lithuania will continue to "be a big buyer of LNG from the United States" and seeks cooperation in the energy sector. This confirms the structural decoupling of Europe from Russian gas is permanent. Even with a potential end to the war, Baltic states will not return to Russian supply. This locks in long-term demand floors for US LNG exporters. LONG US Energy Exporters. A collapse in global natural gas prices due to oversupply or a mild winter in Europe. Bloomberg Markets
Ukraine Needs US to End War, Lithuania's Lead...
Feb 13 LONG Laura Davison
Washington Bureau Chief
As part of a new trade pact, Taiwan has pledged to buy $44 billion of US energy products. This represents a massive, government-mandated demand injection for US energy producers, securing long-term export volumes. LONG US Energy sector. Implementation delays or political shifts in Taiwan/US relations. Bloomberg Markets
How AI Is Proving to Be a Double-Edged Sword ...