Prolific. #LNG

Critical minerals like graphite are 🔑 to America’s energy future. We’re focused on leading domestic production to reduce reliance on imports 👊 & strengthen U.S. energy independence 🇺🇸. Because securing critical resources starts at home. 🏡🔑 #WestwaterResources

These are the most interesting slides from $NEXT for the LNG community… First, projecting smooth absorption of the next wave of supply. Using a CAGR axis makes it look small - but these are big absolute volumes.

Yo, Mr. market thanks for the discount on one of my highest conviction. My bag is almost full but i would still buy some more. Train 5 FID is finalized. Each passing day is incremental for more LNG production. Mo' LNG, Mo' money.... $NEXT

Folks dumped their stonks for cash ... and now they have a choice: buy back those stonks, buy gold or watch their cash disintegrate

Yes. $next

Thank you, $next.

Expected completion 1H 2031. In 6 years, 30 MTPA will be flowing out of the Brownsville ship channel from the Rio Grande LNG project. Long LNG. Long $next.

NextDecade announces positive FID on Train 5 of Rio Grande LNG They now have 30 mtpa of LNG production under construction and over $31B fully funded $NEXT

NextDecade will host a conference call and webcast to discuss today’s announcements on October 17, 2025, at 10:00am Central Time. The webcast and accompanying presentation may be accessed through the Company’s website at https://t.co/Ey8rN7QIPm. $NEXT $LNG

🏆 Positive FID for Train 5 RGLNG We're proud to announce a positive FID on Train 5 @RioGrandeLNG! This announcement includes full notice to proceed to @Bechtel for construction. Read more in our press release: https://t.co/Q4UtfNhCO1 #RioGrandeLNG

NextDecade Announces Positive Final Investment Decision and Financial Close on Train 5 at Rio Grande $LNG $NEXT

Morgan Stanley reiterates their $10 price target on NextDecade $NEXT This represents ~60% upside to current prices.

LNG bears too pessimistic Long term $7/mmbtu used to be the market 'mid case'. Now $7 is the price floor. $10-12 emerging as the new long term price. “That’s a profound positive change for the longer-term price outlook that the market does not fully appreciate" #LNG

Cost and demand structure assumptions remain anchored on stale historic data. Massive market dislocations during COVID in 2020 and the Ukraine war in 2022 have masked underpinning shifts towards much higher LNG construction costs and stronger latent LNG demand in emerging Asia

$10-12 emerging as the new average long term price. (4/5)

“That’s a profound positive change for the longer-term price outlook that the market does not fully appreciate"  (3/5)

Long term $7/mmbtu used to be the market 'mid case'. Now $7 is the price floor. This is a high price for trough periods of the cycle. (2/5)

#LNG outlook is much stronger than pessimistic market expectations (1/5)

The U.S. has more rare earth minerals than any nation on Earth—an estimated $12 trillion worth. But thanks to endless permits, lawsuits, and land bans, we depend on China and Russia for critical materials. We don’t have a mineral shortage—we have a leadership shortage.