Calls
3
Livia Gallarati
Head of Global Gas, Energy Aspects
Win Rate
33.3%
return
-3.0%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 06
$12.75
-15.1%
Qatar LNG (20% of global supply) has halted operations for at least two weeks. European gas prices are up 50%. The market is pricing in a "prolonged disruption." US LNG exports are already diverting from the Atlantic to Asia to fill the void. This creates a direct demand spike for US natural gas exporters (Cheniere) and producers (EQT) to backfill the lost Qatari volume. LONG US Natural Gas and LNG infrastructure. Qatar resumes operations faster than the 2-week base case.
Qatar LNG (20% of global supply) has halted operations for at least two weeks. European gas prices are up 50%. The market is pricing in a "prolonged disruption." US LNG exports are already diverting from the Atlantic to Asia to fill the void. This creates a direct demand spike for US natural gas exporters (Cheniere) and producers (EQT) to backfill the lost Qatari volume. LONG US Natural Gas and LNG infrastructure. Qatar resumes operations faster than the 2-week base case.
Commodities
Long
Mar 06
$61.96
-9.6%
Qatar LNG (20% of global supply) has halted operations for at least two weeks. European gas prices are up 50%. The market is pricing in a "prolonged disruption." US LNG exports are already diverting from the Atlantic to Asia to fill the void. This creates a direct demand spike for US natural gas exporters (Cheniere) and producers (EQT) to backfill the lost Qatari volume. LONG US Natural Gas and LNG infrastructure. Qatar resumes operations faster than the 2-week base case.
Qatar LNG (20% of global supply) has halted operations for at least two weeks. European gas prices are up 50%. The market is pricing in a "prolonged disruption." US LNG exports are already diverting from the Atlantic to Asia to fill the void. This creates a direct demand spike for US natural gas exporters (Cheniere) and producers (EQT) to backfill the lost Qatari volume. LONG US Natural Gas and LNG infrastructure. Qatar resumes operations faster than the 2-week base case.
Oil & Gas
Long
Mar 06
$255.15
+15.7%
Qatar LNG (20% of global supply) has halted operations for at least two weeks. European gas prices are up 50%. The market is pricing in a "prolonged disruption." US LNG exports are already diverting from the Atlantic to Asia to fill the void. This creates a direct demand spike for US natural gas exporters (Cheniere) and producers (EQT) to backfill the lost Qatari volume. LONG US Natural Gas and LNG infrastructure. Qatar resumes operations faster than the 2-week base case.
Qatar LNG (20% of global supply) has halted operations for at least two weeks. European gas prices are up 50%. The market is pricing in a "prolonged disruption." US LNG exports are already diverting from the Atlantic to Asia to fill the void. This creates a direct demand spike for US natural gas exporters (Cheniere) and producers (EQT) to backfill the lost Qatari volume. LONG US Natural Gas and LNG infrastructure. Qatar resumes operations faster than the 2-week base case.
Oil & Gas
Showing 3 of 3 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Livia Gallarati has 3 trade ideas tracked on Buzzberg across 3 tickers since March 2026. Most covered: UNG, LNG, EQT.
