Core Insights - LVS Advisory's Growth Portfolio gained 15.7% and the Event-Driven Portfolio gained 10.4% in the first three quarters of 2025, outperforming the S&P 500's 14.8% gain and the high-yield bond index's 7.3% return [1] - The firm focuses on investments in power generation businesses, driven by the thesis that power demand is growing faster than supply [1] Company Analysis: Golar LNG Limited - Golar LNG Limited (NASDAQ:GLNG) is highlighted as a key investment, providing marine infrastructure for liquefaction of natural gas [2] - The stock had a one-month return of 0.70% but lost 9.40% over the last 52 weeks, closing at $38.67 per share with a market capitalization of $3.959 billion on December 08, 2025 [2] - Golar LNG operates by converting LNG ships into floating LNG (FLNG) plants and leasing them to oil and gas companies on 20-year contracts, receiving a fixed toll plus commodity price upside [3]

Core Insights - Blackstone announced an investment of approximately $1.2 billion to construct a 600-megawatt gas turbine power generation facility in Harrison County, West Virginia [1] Company Summary - The investment by Blackstone signifies a substantial commitment to energy infrastructure development in the United States [1] - The facility will enhance the power generation capacity in the region, potentially contributing to local economic growth and job creation [1] Industry Summary - The investment aligns with the broader trend of increasing reliance on gas turbine technology for power generation, which is seen as a cleaner alternative to coal [1] - The project reflects ongoing investments in energy infrastructure as the industry adapts to changing energy demands and regulatory environments [1]