
OpinionVG
Venture Global’s rally is missing the most important number in the Q2 update
Venture Global’s operating update looked strong on volume, and that is exactly why the market may be missing the more important signal. Q2 sold 466.4 TBtu, but the implied fixed liquefaction fee of $6.45/MMBtu came in well below the richer economics many bulls were leaning on.
Jul 20, 20264 MIN
