LNG stocks jump after European Union agrees to massive U.S. energy purchases
Shares of liquified natural gas companies are rising after the EU agreed to buy $750 billion of energy from the U.S. EU President Ursula von der Leyen said the purchases would help reduce Europe's dependence on Russian oil and gas.
Cheniere Energy (LNG) Soars 5.4%: Is Further Upside Left in the Stock?
Cheniere Energy (LNG) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
Golar LNG: A Lot Of Growth Drivers To Fuel Profitability And Justify Upside
Golar LNG's strategic pivot to FLNG infrastructure and 20-year fixed contracts ensures stable, growing revenues and robust cash flow insulated from LNG price volatility. Global energy demand, data center expansion, and geopolitical tensions are strong growth drivers for LNG, positioning GLNG for long-term upside. The valuation appears high, but scenario analysis shows significant upside potential as utilization ramps and new FLNG projects come.
Canadian Natural Will See Its Already Impressive Margins Boosted By LNG Canada
Canadian Natural Resources benefits from diversified, efficient oil sands and natural gas assets, with strong production and low breakeven costs under $45/barrel. The ramp-up of LNG Canada opens new markets for natural gas, supporting long-term demand and pricing power for CNQ. Profitability stands out due to stable, long-life oil sands operations, enabling high free cash flow yields and robust shareholder returns.
Eni Seals Long-Term LNG Purchase Deal With Venture Global's CP2 Plant
E inks a 20-year deal to buy 2 mtpa of LNG from Venture Global's CP2 plant, boosting its global LNG strategy and Europe's energy security.
VG Strengthens German LNG Market Presence With Expanded SEFE Deal
Venture Global deepens ties with SEFE as it ups LNG supply from CP2 facility, while strengthening its role in Europe's energy security.
Cheniere Energy: Still A Buy Despite The Soar And Solid Long-Term LNG Play
Cheniere Energy offers strong LNG exposure, with ambitious expansion plans aiming for a 33% production increase by 2028 and further growth by 2032. Despite recent stock gains and solid cash flows, the company carries quite a bit of debt, making it vulnerable in downturns, but management is focused on balance sheet improvement. Current buyback and dividend policies are aggressive but may not be sustainable in a cyclical commodity environment; future capital allocation could shift to acquisitions or further debt reduction.
ExxonMobil's Golden Pass JV Seeks U.S. Nod to Re-Export LNG
XOM's Golden Pass JV seeks U.S. approval to re-export LNG from October as it nears the launch of the long-delayed Texas export terminal.
Canada Enters LNG Export Market as First Facility Prepares for Shipment
Canada's first liquefied natural gas (LNG) export facility is expected to ship its first cargo imminently. LNG tanker GasLog Glasgow arrived at LNG Canada (LNGC) over the weekend and is expected to load and ship the facility's first export cargo in the coming days.
Cheniere Grows LNG Capacity, Updates Dividend Outlook
Cheniere Energy (LNG) has greenlit a major liquefied natural gas (LNG) expansion at Corpus Christi and announced plans to increase its dividend. Cheniere has announced a Final Investment Decision (FID) on its Corpus Christi Midscale Trains 8 & 9 and Debottlenecking Project.
Cheniere Energy Approves Expansion of Corpus Christi LNG Facility
LNG approves $2.9B Corpus Christi expansion with new midscale trains to boost output and long-term liquefied natural gas capacity.
LNG Shipping Stocks: UPI Goes Sideways, Sector Changes
Despite recent geopolitical tensions, LNG shipping remains resilient, with limited direct impact from Middle East conflicts due to diversified supply routes and customer bases. The sector has evolved from long-term contracts to flexible, shorter-term deals, increasing market efficiency and adaptability, especially with the American Free-on-Board model. Technological advancements and expanded infrastructure have made LNG shipping more robust, reliable, and cost-effective, supporting continued industry growth.
