智通财经网·2025-07-28 11:35Core Viewpoint - The stock prices of U.S. liquefied natural gas (LNG) developers surged collectively following the EU's commitment to invest $750 billion in U.S. LNG over the next three years as part of a comprehensive trade agreement [1] Group 1: Stock Performance - NextDecade (NEXT.US), Venture Global (VG.US), and Cheniere Energy (LNG.US) saw stock price increases of over 5% [1] - Expand Energy (EXE.US) and EQT Energy (EQT.US) experienced stock price rises of approximately 1% [1] Group 2: Trade Agreement Details - The framework trade agreement includes a commitment from the EU to purchase $250 billion worth of LNG annually from the U.S. to reduce dependence on Russian gas [1] - The U.S. has become the world's largest LNG supplier in 2023, surpassing Australia and Qatar, primarily due to supply disruptions and sanctions resulting from the Russia-Ukraine conflict [1] Group 3: Tariff Implications - The agreement stipulates a 15% import tariff on most EU goods from the U.S., which is lower than the previously feared 30% rate [1] - Analyst Ashley Kelty from Panmure Liberum noted that the 15% tariff is better than expected, which will mitigate the impact on industrial activities in both regions [1] Group 4: Market Outlook - The increase in U.S. energy procurement by the EU may exert pressure on natural gas prices, potentially leading to a surplus in the LNG market in Europe [1]