EQT, EXE and CTRA could see long-term gains even as natural gas prices slip on mild weather and strong U.S. output.
Cold weather and steady LNG demand lift natural gas prices, putting WMB, LNG, and EE in focus for January 2026.
Australia's Woodside Energy said on Monday it had signed a supply agreement with Turkish state-owned petroleum company BOTAS to deliver around 5.8 billion cubic meters of liquefied natural gas for up to nine years, starting in 2030.
Keeping my Buy rating on Energy Transfer LP, supported by an already normalized valuation and a compelling 8.5% forward yield. ET's diversified energy exposure positions it to benefit from the nascent AI-driven data center and electrical infrastructure demand. Management's decision to shelve the Lake Charles LNG project reflects disciplined capital allocation, prioritizing cash flow accretive opportunities over uncertain LNG returns.
BKR supplies LM9000 turbines and other liquefaction equipment for Commonwealth LNG's export facility in Cameron Parish, LA.
Golar LNG remains a buy as project risk declines and cash flow visibility improves. The Argentina contract now features a state-backed offtaker, materially de-risking future cash flows and lowering the appropriate discount rate. Refinancing eliminated the 2025 convertible bond overhang, extending maturities and removing near-term dilution risk.
Energy Transfer on Thursday said it is suspending the development of its Lake Charles liquefied natural gas export facility in Louisiana to focus on allocating funds to natural gas pipeline projects.
GLNG faces sharp earnings estimate cuts, lagging share performance and rising vessel costs, making the stock an unappealing bet for investors now.
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
PBA maps out its 2026 growth plan with higher fee-based EBITDA, major pipeline expansions and long-term LNG contracts driving stable cash flows.
Cheniere Energy is rated a buy following a 23% pullback from all-time highs, driven by weak European and Asian natural gas prices. LNG's Q3 results showed 28% revenue growth and 33% net income growth, with a solid 21% income-to-revenue ratio. US LNG exports are poised to surpass Norway as Europe's top gas supplier, enhancing LNG's future pricing power.
The winter season often marks a distinct shift in the economic landscape, presenting investors with an opportunity to recalibrate their portfolios. While the colder months can bring market volatility, they also clarify the winners in specific industries that thrive on seasonal demand.