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Posted by
Two Blokes Jun 30 -
Filed in
Stock
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NextDecade offers a compelling Trump-era LNG play, leveraging U.S. energy policy tailwinds and robust project finance discipline. The Rio Grande LNG project is de-risked by strong institutional partners, long-term contracts, and a robust expansion plan. Revenue is underpinned by 19-year fixed-fee contracts covering over 90% of Phase I capacity, with upside from spot sales and future CCS.