EQT isn’t hype — it’s horsepower.

While others build terminals, EQT fuels them — the quiet backbone of America’s LNG boom.

Nanalyze calls it “the molecule that powers LNG.”

Alan calls it “the torque in the portfolio.”

At $57, it trades like a utility but moves like a trader’s dream — 40 % odds the $59–$60 calls double into earnings.

Buy when it’s quiet. Sell when the gas roars.

Cash flow covers the floor. Convexity lights the fuse.

This isn’t a gamble.

It’s gas with timing, torque, and discipline.


⚡Alan Investment Memo — EQT Corporation (EQT)

Ticker: EQT | Sector: Natural Gas / LNG Infrastructure | Date: October 2025


Executive Summary

EQT isn’t a meme stock or a distressed bet—it’s the core molecule of the U.S. LNG boom.

While Venture Global and Cheniere build terminals, EQT feeds the system—producing, hedging, and selling gas into a global market that’s finally rewarding volume and discipline.

At $57, the stock trades near its 2023 median despite higher gas prices, LNG-linked demand, and balance sheet repair. It remains a leverage-to-energy-security trade with optionality on a structural re-rate if Henry Hub cracks $4.

The short-term play: a $60 call (Oct 31) with 34 % odds to land in the money and a 5–6× payout if LNG headlines or winter weather tighten supply.

The long-term play: EQT remains one of the few independent gas producers that can double EBITDA without issuing equity.