Evaluate the expected performance of Cheniere Energy (LNG) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
LNG gears up to report Q4 results with solid sales growth and supportive global demand trends in focus.
Natural gas steadies near $3 as LNG demand builds a price floor - EXE, LNG and EE could gain from a shift toward export-driven stability.
Cheniere Energy (LNG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Cheniere Energy (LNG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
TotalEnergies remains a Buy, supported by robust financials, resilient free cash flow, and a ramped-up cost savings plan. TTE sustains a solid dividend yield (~5.15%) with potential for increases soon, and a total shareholder yield projected at or even above 7% in 2026. Strategic CAPEX flexibility, LNG project restarts, and major power contracts with AI giants position TTE to benefit from long-term energy demand trends.
The global liquefied natural gas (LNG) market is expected to stay finely balanced this year as thin supply buffers, low European inventories and recovering Asian demand leave little room for unexpected weather shocks, an Eni executive said.
SHEL, KMI and XOM stand to benefit as the 2026. LNG wave reshapes global gas demand, trade flows and pricing dynamics.
Cheniere Energy remains a Buy, with upgraded FY25 guidance and strong project advancements preparing them to enjoy LNG's long-term potential despite near-term volatility. LNG expects a record of >50 million metric tons exported in 2026 and forecasts distributable cash flow of $4.8–$5.2 billion for FY25. Share repurchases and a sustainable payout ratio underpin capital returns alongside growth CAPEX, while robust fixed-fee contracts and expansion projects drive forward visibility.
Global instability is pushing buyers of liquefied natural gas to prioritise energy security over other considerations, such as pricing, an executive at French oil major TotalEnergies said at the India Energy Week conference on Wednesday.
Hoegh LNG Partners preferred shares offer robust dividend coverage, with a payout ratio of just 17% and strong balance sheet support. The recent $27.2M tender offer reduced preferred shares outstanding, improving dividend coverage and lowering the preferred equity ratio to just over 22%. HMLPF's preferred dividends remain attractive, yielding 11.2% at current prices, with no skipped payments and nearly $500M in common equity subordinated to preferred holders.
The UP World LNG Shipping Index gained 0.88% this week, outperforming the S&P 500's 1.03% loss. UPI constituents continue to trade sideways near long-term support, with moderate movements and low trading volumes. Spot LNG rates remain under pressure, but new liquefaction capacity and vessel scrapping support a positive long-term sector outlook.