Cheniere Energy, Inc. (LNG): A Bull Case Theory

We came across a bullish thesis on Cheniere Energy, Inc. on Nishant Chandra’s Substack. In this article, we will summarize the bulls’ thesis on LNG. Cheniere Energy, Inc.'s share was trading at $193.69 as of Janaury 13th. LNG’s trailing and forward P/E were 10.80 and 13.81 respectively according to Yahoo Finance.

Europe has formally committed to eliminating all Russian pipeline gas and LNG imports by the end of 2027, marking a structural break in global energy flows rather than a temporary geopolitical response. The policy is framed as energy sovereignty in Brussels, but in...