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.
LNG Energy Group Informs Material Events
TORONTO, July 04, 2025 (GLOBE NEWSWIRE) -- LNG Energy Group Corp. (TSXV: LNGE) (TSXV: LNGE.WT) (OTCQB: LNGNF) (FWB: E26) (the “Company” or “LNG Energy Group”) announces that the Failure-to-File Cease Trade Orders in Multiple Jurisdictions (FFTCO) continues and that the Company expects to file the Company's annual audited financial statements for the fiscal year ended December 31, 2024, the related management's discussion and analysis, and the CEO and CFO certificates relating to the audited annual financial statements as required by National Instrument 52-109 – Certification of Disclosure in Issuers' Annual and Interim Filings (collectively, the “Required Documents”) for the fiscal year ended December 31, 2024, within the timeframe granted by the Ontario Securities Commission (the “OSC”). Such filings will constitute the Company's application to have the FFCTO revoked. There can be no assurance that the FFCTO will be revoked on the timeline contemplated by the Company.
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.
Golar LNG Limited – Q2 2025 results presentation
Golar LNG's 2nd Quarter 2025 results will be released before the NASDAQ opens on Thursday, August 14, 2025. In connection with this a webcast presentation will be held at 1:00 P.M (London Time) on Thursday August 14, 2025. The presentation will be available to download from the Investor Relations section at www.golarlng.com
Golar LNG Limited Closes Offering of $575 Million of 2.75% Convertible Senior Notes Due 2030 and Repurchase of 2.5 Million Common Shares
Hamilton, Bermuda, July 1, 2025 -- Golar LNG Limited (the “Company”) (NASDAQ: GLNG) announced today the closing of its previously announced offering of 2.75% Convertible Senior Notes due 2030 (the “Notes”), in a private placement to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The Company sold $575 million aggregate principal amount of the Notes, including $75 million aggregate principal amount of the Notes sold pursuant to the initial purchasers' exercise in full of their 30-day option to purchase additional Notes in connection with the offering.
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.
Golar LNG Limited Announces Pricing of $500 Million of 2.75% Convertible Senior Notes Due 2030 and repurchase of 2.5 million common shares
Hamilton, Bermuda, June 26, 2025 – Golar LNG Limited (the “Company”) (NASDAQ: GLNG) announces today the pricing of $500 million aggregate principal amount of its 2.75% Convertible Senior Notes due 2030 (the “Notes”), in a private placement to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The Company has also granted the initial purchasers of the Notes a 30-day option to purchase up to an additional $75 million aggregate principal amount of the Notes in connection with the offering. The offering is expected to close on June 30, 2025, subject to the satisfaction of certain customary closing conditions.
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.
Great Lakes Dredge & Dock Ramps Up LNG: What Does It Say for 2026?
GLDD's $1B backlog and LNG-driven demand are fueling bullish 2025-2026 estimates and long-term revenue visibility.
Matrix Service Company: A Backdoor LNG Play
Matrix Service Company has some positive attributes including improving margins, and a record $1.4B order backlog, despite a recent quarterly earnings miss. The company is benefiting from strong LNG related demand and grid upgrade trends, positioning it for long-term growth across its key segments. Matrix holds a pristine balance sheet with no long-term debt and $185M in cash, supporting stability during its transition back to profitability.
