Venture Global: Don't Chase Price Spikes But Own For Long Term Growth

2026-03-03 09:25:42 ET

Mixing Geopolitics And Company Fundamentals

Venture Global ( VG ) has returned around 48% since my Strong Buy rating in November 2025. A little less than half that return came on a single day, March 2, when the company reported Q4 results . However, that is also the first trading day following the outbreak of war with Iran and an attack on LNG facilities in Qatar , supplier of 20% of worldwide LNG volume. Qatar is on the Persian Gulf, so once they are able to export LNG again, it would still have to transit the Strait of Hormuz, a dangerous choke point in the middle of the hostilities. ...

Read the full article on Seeking Alpha

For further details see: