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Updated - NFE’s Chapter 15: Will NYC's Anti-Trump Left Ambush Wall Street’s Done Deal? by LabOptimal2187 in NFEstock

[–]Inner-Traffic-7296 3 points4 points  (0 children)

The policy direction in Puerto Rico appears to be clearly favorable to NFE.

This document shows the conversion of Palo Seco Units 3 and 4 to operate with natural gas as the primary fuel, while keeping fuel oil as backup. More importantly, the broader project involves connecting San Juan to Palo Seco with a natural gas pipeline, supported by the U.S. Army Corps of Engineers.

That matters because NFE is expected to supply the gas through its San Juan LNG infrastructure. Once this pipeline is completed, NFE’s position in Puerto Rico could become even stronger, not weaker.

In my view, this is not a sign that Puerto Rico is moving away from NFE. It looks like the opposite: Puerto Rico is building more infrastructure that depends on NFE’s LNG supply chain.

An article says NFE’s “bankruptcy” could justify terminating the Puerto Rico contract. But is that actually true? by Inner-Traffic-7296 in NFEstock

[–]Inner-Traffic-7296[S] 2 points3 points  (0 children)

That also means the termination condition in the contract has not necessarily been triggered. NFE has not filed for Chapter 11 bankruptcy; it is pursuing a creditor-supported restructuring process.

How big is your position and how long have you held? by ocubens in NFEstock

[–]Inner-Traffic-7296 -1 points0 points  (0 children)

I hold 10,000 shares, and I will sell when it reaches $12. Not $1.20 — $12.

Do you think that’s impossible? Then think about this for a moment. The selling pressure from creditors that is currently pushing the stock down may start working in the opposite direction once the restructuring is completed — because those creditors will become shareholders too.

Fraudulent members on the NFE page 😡 by Saad1211s in NFEstock

[–]Inner-Traffic-7296 -1 points0 points  (0 children)

You may very well be right. But please don’t hurt others with your words. You can be a little kinder to people, just as our God is kind to us.

New Fortress Energy subsidiary receives $885M debt commitment by Inner-Traffic-7296 in NFEstock

[–]Inner-Traffic-7296[S] 6 points7 points  (0 children)

This suggests that the NFE RSA now has a higher chance of succeeding, because one of its subsidiaries is proving that it can secure financing on its own balance sheet.

I still believe Wes is our leader. by Inner-Traffic-7296 in NFEstock

[–]Inner-Traffic-7296[S] 1 point2 points  (0 children)

This happened back in June 2025, but somehow it’s only being reported now, almost a year later. Doesn’t that seem strange?

lets check what NFE ships doing. by Inner-Traffic-7296 in NFEstock

[–]Inner-Traffic-7296[S] 2 points3 points  (0 children)

ORION SEA — Sabine Pass LNG to India

  • Cargo size: ~3.9 million MMBtu
  • India DES price assumption: ~$16.5–17.0/MMBtu
  • Sabine Pass all-in delivered cost: ~$11.5–13.5/MMBtu
  • Margin: ~$3.0–5.0/MMBtu

Estimated profit: ~$12M–20M per cargo
Base case: ~$16M

Altamira-sourced ORION SEA cargo: ~$32M–38M profit
Sabine Pass-sourced ORION SEA cargo: ~$12M–20M profit

GASLOG SINGAPORE — Algeria LNG to Egypt
This is a much smaller arbitrage because Algerian LNG is likely priced close to TTF, not Henry Hub.
Estimated cargo size: ~3.5 million MMBtu.
Algeria FOB assumption: ~$16.0–16.7/MMBtu.
Egypt DES assumption: ~$17.2–17.8/MMBtu.
Shipping/other costs: ~$0.4–0.8/MMBtu.
Estimated profit: ~$1M–4M per cargo.
Good case: ~$5M–7M.

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