⚡ US natural gas industry wins 2023 — Europe is now a captive LNG customer
Europe permanently replaced Russian pipeline gas with US LNG (terminals fast-tracked, Nord Stream gone); America's natural gas industry is the big business winner of 2023.
0
CONVICTION
peaked 41.4 EMBER
DORMANT
band
▲ LONG LNG
expression · bullish energy
PARTIAL
outcome · R +18.5% · α -3.9%
2024-01-06
window closed
⚖ Why this verdict
fully deterministic — evaluate.py replays this from daily closes; nothing below is editable or hand-set
- Window: 2023-01-06 → 2024-01-06 — first mention + 12-month horizon, then the window locks.
- The call: ▲ LONG LNG (primary play). LNG rose 18.5% over the window → direction-adjusted R = +18.5% (the call made money).
- Benchmark: holding SPY over the same window returned +22.4% → α = +18.5 − (+22.4) = -3.9% — what this call made or lost against just owning the index. This is the number the verdict uses.
- Rule fired:
· HIT — R ≥ +10% AND α ≥ +5▶ PARTIAL — R ≥ +5% OR α ≥ 0· MISS — everything else
- Credit: supporters of a PARTIAL earn 0.5 each, opposers the inverse — this feeds the scoreboard weights. supported: Sacks
Conviction timeline
bands: green ≥ 65 · watch ≥ 45 · ember ≥ 15
Plays vs SPY · % since first mention (2023-01-06)
Plays
| expression | symbol | kind | relevance | rationale |
|---|---|---|---|---|
| ▲ LONG | LNG | stock | PRIMARY | Cheniere — the dominant US LNG exporter |
| ▲ LONG | FCG | etf | adjacent | US natural-gas producers basket |
Mention log
Sacks
energy w=0.94 · n=16
· E110 (2023-01-06) · annual_prediction · strength 2
▶ 26:23
SUPPORT
· horizon 12mo
“My answer for the big business winner of the year is America's natural gas industry... Europe rapidly built terminals to receive liquefied gas... Europe is now completely dependent on American natural gas... a pretty impressive win for the American natural gas industry.”
Who built this conviction
each voice's total force on the score — supports and opposes from every mention, weighted exactly as the replay applied them · share = % of all mention-driven movement
⏳ decay drained -38.3 over the idea's life — that's time passing, attributed to no one
Score events
| episode | kind | Δ | after | note |
|---|---|---|---|---|
| E110 2023-01-06 | init | +37.5 | 37.5 | E110 born by Sacks (annual_prediction x2) [w=0.94] |
| E111 2023-01-13 | decay | -1.5 | 36.0 | E111 silent |
| E112 2023-01-20 | decay | -1.4 | 34.6 | E112 silent |
| E113 2023-01-27 | decay | -1.4 | 33.2 | E113 silent |
| E114 2023-02-04 | decay | -1.3 | 31.9 | E114 silent |
| E115 2023-02-11 | reinforce | +9.6 | 41.4 | E115 Sacks support x2 [w=0.94] |
| E116 2023-02-17 | decay | -1.7 | 39.8 | E116 silent |
| E118 2023-03-03 | decay | -1.6 | 38.2 | E118 silent |
| E119 2023-03-11 | decay | -1.5 | 36.7 | E119 silent |
| E120 2023-03-17 | decay | -1.5 | 35.2 | E120 silent |
| E121 2023-03-24 | decay | -1.4 | 33.8 | E121 silent |
| E122 2023-03-31 | decay | -1.4 | 32.4 | E122 silent |
| E123 2023-04-07 | decay | -1.3 | 31.1 | E123 silent |
| E124 2023-04-14 | decay | -1.2 | 29.9 | E124 silent |
| E125 2023-04-21 | decay | -1.2 | 28.7 | E125 silent |
| E126 2023-04-28 | decay | -1.1 | 27.5 | E126 silent |
| E128 2023-05-12 | decay | -1.1 | 26.4 | E128 silent |
| E129 2023-05-19 | decay | -1.1 | 25.4 | E129 silent |
| E130 2023-05-26 | decay | -1.0 | 24.4 | E130 silent |
| E131 2023-06-02 | decay | -1.0 | 23.4 | E131 silent |
| E132 2023-06-10 | decay | -0.9 | 22.5 | E132 silent |
| E133 2023-06-16 | decay | -0.9 | 21.6 | E133 silent |
| E134 2023-06-24 | decay | -0.9 | 20.7 | E134 silent |
| E135 2023-07-01 | decay | -0.8 | 19.9 | E135 silent |
| E136 2023-07-09 | decay | -0.8 | 19.1 | E136 silent |
| E137 2023-07-14 | decay | -0.8 | 18.3 | E137 silent |
| E139 2023-07-27 | decay | -0.7 | 17.6 | E139 silent |
| E140 2023-08-04 | decay | -0.7 | 16.9 | E140 silent |
| E141 2023-08-11 | decay | -0.7 | 16.2 | E141 silent |
| E142 2023-08-18 | decay | -0.6 | 15.6 | E142 silent |
| E143 2023-08-25 | decay | -0.6 | 14.9 | E143 silent |
| E144 2023-09-01 | decay | -0.6 | 14.3 | E144 silent |
| E146 2023-09-22 | decay | -0.6 | 13.8 | E146 silent |
| E147 2023-09-29 | decay | -0.6 | 13.2 | E147 silent |
| E148 2023-10-07 | decay | -0.5 | 12.7 | E148 silent |
| E149 2023-10-13 | decay | -0.5 | 12.2 | E149 silent |
| E150 2023-10-20 | decay | -0.5 | 11.7 | E150 silent |
| E151 2023-10-27 | decay | -0.5 | 11.2 | E151 silent |
| E152 2023-11-03 | decay | -0.4 | 10.8 | E152 silent |
| E156 2023-12-08 | decay | -0.4 | 10.3 | E156 silent |
| E157 2023-12-16 | decay | -0.4 | 9.9 | E157 silent |
| E158 2023-12-23 | decay | -0.4 | 9.5 | E158 silent |
| E159 2023-12-29 | decay | -0.4 | 9.1 | E159 silent |
| E160 2024-01-06 | decay | -0.4 | 8.8 | E160 silent |