Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Commodities

<ul>
<li>U.S. LNG capacity is set to nearly double by 2028, reinforcing America’s dominance in global energy markets.</li>
<li>Golden Pass LNG faces major delays due to contractor bankruptcy, highlighting execution risks in megaprojects.</li>
<li>Most other projects, including Plaquemines, Rio Grande, and Port Arthur LNG, remain on or near schedule.</li>
</ul>


U.S. LNG capacity is set to nearly double by 2028, reinforcing America’s dominance in global energy markets.
Golden Pass LNG faces major delays due to contractor bankruptcy, highlighting execution risks in megaprojects.
Most other projects, including Plaquemines, Rio Grande, and Port Arthur LNG, remain on or near schedule.


U.S. LNG Surge: Growth on Track, but Golden Pass Stumbles

Natural Gas

U.S. LNG Surge: Growth on Track, but Golden Pass Stumbles