Sign in
Rohith Reddy

Rohith Reddy

Research Analyst at JPMorgan Chase & Co.

League City, TX, US

Rohith Reddy is an Equity Research Analyst at JPMorgan Chase & Co., specializing in healthcare and biotechnology sector research with coverage of leading companies such as Amgen, Biogen, Gilead Sciences, and Regeneron Pharmaceuticals. He has built a reputation for thorough fundamental analysis, and his recommendations have achieved several positive returns for clients, with a notable success rate on investment calls according to industry platforms. Reddy began his professional career at JPMorgan Chase & Co. in 2021 following internships and analyst roles at Bank of America Merrill Lynch and Barclays, and he is registered with FINRA holding Series 7 and Series 63 licenses. His analytical acumen and ability to anticipate sector trends have earned him recognition among colleagues and investors.

Rohith Reddy's questions to Venture Global (VG) leadership

Question · Q3 2025

Rohith Reddy inquired about the confidence in the $765 million liability cap for remaining arbitrations and how it compares to the BP case, as well as Venture Global's evolving strategy for contract tenor beyond 20-year SPAs for CP2 phase two.

Answer

CEO Michael Sabel explained the $765 million cap aggregates the remaining four arbitrations, expressing confidence in managing outcomes without impacting growth, projecting significant future EBITDA. He outlined the strategy to secure 20-year SPAs for debt coverage, with substantial additional capacity to be contracted on intermediate and shorter-term bases for a blended portfolio.

Ask follow-up questions

Fintool

Fintool can predict Venture Global logo VG's earnings beat/miss a week before the call

Question · Q3 2025

Rohith Reddy, on behalf of Jeremy Tonet at JPMorgan, asked about Venture Global's confidence in the $765 million liability cap for the remaining arbitrations and how this cap differs from the BP case. He also inquired about the company's evolving strategy for contract tenor, specifically regarding the balance between 20-year SPAs and intermediate/shorter-term contracts for CP2 phase two and bolt-ons.

Answer

CEO Michael Sabel stated that the $765 million cap represents the aggregate maximum liability for the four remaining arbitrations, excluding BP. He expressed confidence in managing potential outcomes without impacting growth or financing, emphasizing the company's substantial future earnings from a larger number of installed trains. He reiterated the strategy to secure sufficient 20-year SPAs for investment-grade debt coverage, with additional volumes contracted on an intermediate and shorter-term basis to maintain a blended portfolio and leverage substantial "free extra capacity."

Ask follow-up questions

Fintool

Fintool can write a report on Venture Global logo VG's next earnings in your company's style and formatting