Livia Gallarati

Head of Global Gas, Energy Aspects
· tracked since Mar 2026
Calls 3 3 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
EQT long -12.1%
LNG long -7.8%
UNG long -7.7%
Most Mentioned
UNG ×2
LNG ×1
EQT ×1
Recent Calls
EQT long 3 months ago
LNG long 3 months ago
UNG long 3 months ago
Win Rate 0% Long 3 Short 0
Win Rate
7d 33%
30d 33%
90d —
Average Return -9.2% Long Return -9.2% Short Return -
Average Return
7d +0.6%
30d -0.7%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
UNG United S... United States Natur...
Long
Mar 06
$12.75
-7.7%
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.
Energy
YOUTUBE
EQT EQT CORP EQT CORP
Long
Mar 06
$61.96
-12.1%
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.
Energy
YOUTUBE
LNG Cheniere... Cheniere Energy, Inc.
Long
Mar 06
$255.15
-7.8%
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.
Energy
YOUTUBE
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