Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Cheniere Energy (AMEX: LNG) jumped as much as 13% today on speculation the Japanese earthquake will boost demand for liquefied natural gas.

So what: This movement could be a bit of a bounce from the stock's drubbing last week, but there is also speculation that demand for liquefied natural gas may increase after Japan's disaster. If the speculation comes true, that would help the Sabine Pass LNG terminal, which is adding export capabilities.

Now what: Making the jump from the disaster in Japan all the way to increased exports from Sabine Pass seems a bit much for me. The supply of natural gas in the U.S. should have a much more direct impact, but if the stock needed a reason to bounce today, it got it. There are still questions hanging over the web of Cheniere companies from last week, so for now I'm going to leave this move alone.

Interested in more info on Cheniere Energy? Add it to your watchlist.

Fool contributor Travis Hoium does not have a position in any company mentioned. You can follow Travis on Twitter at @FlushDrawFool, check out his personal stock holdings or follow his CAPS picks at TMFFlushDraw.

Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.