Cheniere Energy Inc. (LNG)
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.
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.
Gaztransport & Technigaz: Underappreciated European Growth Stock
Gaztransport & Technigaz dominates the LNG carrier technology market, benefiting from surging global LNG demand and a strong order book ensuring revenue visibility. The company boasts high margins, exceptional return on equity, robust financials, and a 4.6% dividend yield, supporting its growth stock status. GTT's strategic refocus on core cryogenic technologies and innovation, while scaling back hydrogen ambitions, strengthens its competitive advantage.
Cheniere Expands LNG Exports to Japan With Long-Term Strategy
LNG expands presence in East Asia with a 20+ year JERA deal, meeting Japan's demand for clean, flexible energy amid rising regional consumption.
Mozambique energy minister optimistic on TotalEnergies' plan to resume LNG project
Mozambique's energy minister said on Friday the government has not received a request from TotalEnergies to lift a force majeure declaration on its $20-billion liquefied natural gas (LNG) project there, but he is optimistic about the oil major's plan to resume its development this summer.
Golar LNG: Long-Term Contracts And Industry Tailwinds
Golar LNG has evolved into a pure-play FLNG operator, offering 'Liquefaction-as-a-Service' with a robust contract backlog and industry tailwinds. Recent long-term contract wins, fleet expansion, and technological flexibility position Golar for significant EBITDA growth, but execution and client concentration risks remain. The company is de-risking operations, and Golar is gaining momentum. This is a deep-value buy based on an FCF yield and potential M&A target.
TotalEnergies CEO: Growth in LNG demand will come from Asia
TotalEnergies CEO Patrick Pouyanné joins CNBC's JP Ong at the Energy Asia conference to discuss the impact of the Israel-Iran conflict on energy markets and the company's Asia strategy.
Woodside Energy: The Jewel In The Calcasieu Parish
I rate Woodside Energy a Strong Buy after its bold U.S. LNG expansion, attractive valuation, and sector-leading 7.48% dividend yield. The acquisition of Tellurian's Driftwood project (now Louisiana LNG) positions Woodside as a global LNG powerhouse with significant long-term cash flow potential. Woodside's rapid progress, strategic partnerships, and access to low-cost U.S. gas de-risk the project and offer a competitive edge in the LNG market.
