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Mike Sabel, CEO of Venture Global, a leading U.S. LNG exporter, said on a March 2 earnings call that his company has the “most available cargoes” to sell on the spot market. And because Venture Global owns a lot of its tanker fleet, it doesn’t need to cover higher tanker costs.，推荐阅读Line官方版本下载获取更多信息
“I have been coming to the World Economic Forum for 16 years,” I wrote from the Alps. “I have never seen such a crisis in U.S./Europe relations.” Ursula Von der Leyen, the President of the European Commission, said that the “old order” was dead. “Europe needs to adjust to the new security architecture and realities that we are now facing,” she said.
二级市场方面，经历前两年的泡沫、洗牌，投资人已愈发成熟，对IPO项目要求更高了。现在港股排队的企业已超过400家，2026年IPO表现可能分化。资金将流向有成功出海BD案例/潜力、细分赛道技术领先，且产品上市时间及销售预期明确（如新药峰值收入、利润等）的企业；相反，没有竞争优势的企业IPO压力很大。