Saul Kavonic

Head of Energy Research, MST Marquee
· tracked since May 2026
Calls 1 1 Posts tracked · 0.1/day
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90d 1
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LNG long -6.8%
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LNG ×1
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LNG long 1 week ago
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Average Return -6.8% Long Return -6.8% Short Return -
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LNG Cheniere... Cheniere Energy, Inc.
Long
May 19
$247.74
-6.8%
LNG prices to stay elevated
The Iran war has disrupted 80 million tons of LNG supply, and even if the Strait of Hormuz reopens, it will take 3-6 months to normalize flows and 3-5 years to repair permanent damage. Oversupply that was expected in 2026-2027 is now pushed to 2028-2029, and pent-up demand may mean no oversupply at all. LNG prices have remained high since 2022 and will stay at levels that were previously considered high as the new normal.
Energy
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