vg股票很好，但是市场情绪极其负面

[LoveVA]

好容易对鹅毛依存度下降到20%，现在走回头路？这个风险基本可以排除？就如同美帝打了关税战后，大幅降低关税可能性不大。

根据我在工业界的经历，除非有法律规范，否则成本控制，增加利润为第一要务。只让价格够低，回去不是问题，特别是现在欧洲能源价格高企，各大原材料制造商纷纷关厂的情况下。

[yyman]

根据我在工业界的经历，除非有法律规范，否则成本控制，增加利润为第一要务。只让价格够低，回去不是问题，特别是现在欧洲能源价格高企，各大原材料制造商纷纷关厂的情况下。

有道理，而且鸡蛋也不能放一个篮子里。

[fuqiang]

根据我在工业界的经历，除非有法律规范，否则成本控制，增加利润为第一要务。只让价格够低，回去不是问题，特别是现在欧洲能源价格高企，各大原材料制造商纷纷关厂的情况下。

安全风险是最大的风险。欧猪能源价格高是白左绿色能源问题。欧猪白左都是人格分裂，而且卑鄙：

1. 一方面保护环境关闭电池生产，稀土生产等高污染；另外让土工利用人矿生产高污染产品。合计大陆人不是人，不享有人权；
   2.一方面要保护非法移民，另外却给他们低工资。合计非法移民不配同工同酬？

欧猪能源价格高，自己做的。德国把一个没运行几年的核电关停。

[赖美豪中]

那个都有可能有问题，潘多拉得魔盒已经打开了。以后那个甲方不爽了都能来找找麻烦

2022年3月以后签的合同都不应该有问题吧？
Venture Global has signed numerous long-term contracts in recent years, including the following:
July 2025: A 20-year sales and purchase agreement (SPA) with Italy's Eni for 2 million tonnes per annum (MTPA) of LNG from the CP2 project.
July 2025: An expanded 20-year LNG supply deal with Germany's SEFE Energy, bringing SEFE's total purchase to 3 MTPA.
July 2025: A 20-year SPA with Malaysia's PETRONAS for 1 MTPA of LNG.
February 2023: A 20-year contract with China Gas Hongda Energy Trading for volumes from the CP2 project.
October 2021: A series of 20-year deals with China's Sinopec, including a 4 MTPA contract with state oil giant Sinopec and a 3.8 MTPA contract with its subsidiary, Unipec.
October 2021: A 20-year deal to sell 2 MTPA of LNG to a unit of China National Offshore Oil Corp (CNOOC).
2021: Signed 20-year contracts with Shell, BP, Edison S.p.A., Galp, Repsol, and Poland's PGNiG for supplies from its Calcasieu Pass facility.
Vitol Group
The commodities company Vitol has also signed long-term LNG supply deals, including:
July 2025: Formalized a 10-year SPA with India's GAIL for 1 million metric tonnes per annum (mmtpa) of LNG, following a binding term sheet from January 2024.
March 2025: Signed a 10-year deal with LNGPH in the Philippines to supply up to 800,000 tonnes per annum (tpa) of LNG.
May 2024: Extended an existing long-term LNG supply contract with South Korea's Korea Middle Power Co Ltd (KOMIPO). The original deal was signed in 2011.
September 2018: Entered into a 15-year LNG SPA with Cheniere Marketing to purchase approximately 0.7 million tonnes per annum of LNG.
Vitol and LNGPH

[赖美豪中]

搞lng得这票人胆子都很大，很多都是从shale oil/land那边转过来的，都有那种不走寻常路得路数。所以估计这些合同里灰色地带非常多，他们得想法就是先把规模搞上去，至于违规还是违法都可以事后fix。o&g这行胆子大的人非常多

这个公司的设备非常好，规模大，但是，它最大的风险来自于它的管理层，都是一些非常自私不靠谱的人（熟悉他们的人的评论），另外的风险是 1现金不够 需要发行新股，2欧洲经济衰退or俄乌停战。