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NEXT · NextDecade CorporationNextDecade Corporation
🔬 Bullish on NEXT as a multi-year LNG play with sold-out capacity and production starting in 2027, and on LNG as a key beneficiary of Iran's actions backstopping global supply
high convictionFirst mentioned Mar 28, 2026
Bullish on NEXT as a multi-year LNG play with sold-out capacity and production starting in 2027, and on LNG as a key beneficiary of Iran's actions backstopping global supply.
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$8.66
via cornerstones
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entry Mar 28, 2026
Thesis Lifecycle
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openedMar 28, 2026
Bullish on NEXT as a multi-year LNG play with sold-out capacity and production starting in 2027, and on LNG as a key beneficiary of Iran's actions backstopping global supply.
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dormantJun 4, 2026
No qualifying thesis event for 45+ days.