Firas Modad 2.2 2 ideas
Nonresident Fellow, Middle East Council on Global Affairs
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By sector
Stock
2 ideas
+5.9%
Top tickers (by frequency)
LNG
1 ideas
100% W
+13.8%
EQT
1 ideas
0% W
-2.1%
Best and worst calls
Best calls
LNG LONG
+13.8%
Qatar (20% of global LNG) has halted production. European gas prices are spiking, but US gas prices remain stable becaus...
Mar 05
EQT LONG
-2.1%
Qatar (20% of global LNG) has halted production. European gas prices are spiking, but US gas prices remain stable becaus...
Mar 05
Worst calls
EQT LONG
-2.1%
Qatar (20% of global LNG) has halted production. European gas prices are spiking, but US gas prices remain stable becaus...
Mar 05
LNG LONG
+13.8%
Qatar (20% of global LNG) has halted production. European gas prices are spiking, but US gas prices remain stable becaus...
Mar 05
Qatar (20% of global LNG) has halted production. European gas prices are spiking, but US gas prices remain stable because the US is a "net gas producer." This creates a massive arbitrage opportunity. US LNG exporters (like Cheniere) will see record demand from Europe/Asia to replace Qatari supply, while their input cost (US domestic gas) remains low. LONG. US LNG infrastructure is the primary beneficiary of Middle East disruption. Government export bans to keep domestic prices low.
Nonresident Fellow, Middle...