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.
Range Resources: A Low-Cost LNG Lever On The Tightening U.S. Gas Market
RRC operates efficiently with a disciplined, low-cost drilling model focused on Marcellus Shale, avoiding overexpansion and maintaining consistent costs. The company boasts industry-leading breakeven gas prices (sub-$2.50/MMBtu) and low lease operating expenses, ensuring resilience and strong free cash flow. Global demand for natural gas and NGL is rising, especially in Europe and Asia, while supply is tightening due to underinvestment and regulatory hurdles.
TotalEnergies: Undervalued, Underappreciated, But Positioned To Outperform
TotalEnergies is undervalued despite strong fundamentals, operational resilience, and a credible energy transition strategy, offering a compelling entry point for long-term investors. The company's integrated model across oil, LNG, and renewables ensures cash flow stability, with LNG and integrated power as key growth catalysts for the next decade. Financial discipline, robust free cash flow, and attractive shareholder returns—including a 5.5% dividend yield and buybacks—underscore the stock's appeal versus peers.
BP Secures Long-Term LNG Deal With India's Torrent Power
BP signs decade-long LNG deal with Torrent Power to fuel India's gas plants and distribution push.
Equinor Advances LNG Decarbonization With Axess-Aibel Deal
EQNR accelerates CO2 cuts with new Axess-Aibel deal for its LNG decarbonization drive at Hammerfest.
Vopak in talks with partners for Australia LNG import project
Vopak has started talks with gas suppliers and offtakers for its liquefied natural gas import terminal project in Victoria, Australia, and expects to take a final investment decision in 2026-2027, a senior executive told Reuters.
