Cheniere Energy Inc. (LNG)
Baker Hughes sees no slowdown in energy projects despite higher rates as AI buildouts stoke LNG demand
Baker Hughes has yet to see higher borrowing costs slow investment in energy projects. AI and data-center growth are supporting demand for natural gas and power generation.
ExxonMobil Touts Permian Synergies, Guyana Cash Flow and LNG Growth at Barclays Conference
ExxonMobil NYSE: XOM Chief Financial Officer Neil Hansen said the company is relying on technology, project execution and operational performance to support long-term shareholder returns as energy markets navigate supply disruptions and higher refining margins.
Golar LNG: A New Era Of Growth With The Fourth FLNG And More (Rating Upgrade)
Golar LNG is upgraded to Buy following the order of its fourth FLNG, signaling renewed growth prospects. GLNG's fleet expansion, strong financial position, and management's disciplined approach underpin a fair value estimate of $75 per share, implying 45% upside. Management targets up to seven FLNG units, with each new contract potentially boosting earnings and valuation significantly.
Petrobras Eyes LNG Exports to Asia as Gas Demand Surges
PBR explores offshore LNG exports to tap surging Asian gas demand, while Seatrium talks could help unlock Brazil's gas resources.
Golar LNG: Execution Is Becoming The Main Catalyst
Q2 adjusted EBITDA reached $127.4 million, reinforcing evidence that Golar's FLNG strategy is translating into stronger reported earnings. The fourth FLNG unit expands future capacity by roughly 41% and strengthens Golar's long-term growth optionality beyond the existing contracted backlog. Hilli's 20-year Argentina contract adds substantial long-duration earnings visibility, while Gimi's full contribution supports the current EBITDA run rate.
Hoegh LNG Partners: A Well Covered 10.7% Preferred Dividend Yield
Hoegh LNG Partners' preferred shares offer an 8.75% coupon, with dividends consistently paid and coverage ratios improving. Q2 2026 saw $44.4M revenue, $20.8M net profit, and $26.1M free cash flow, easily covering preferred dividends. After a partial tender, 5.7M preferred shares remain. Investors are reluctant to sell below the $25 call price.
Woodside Energy: LNG Upside Capped (Downgrade To Hold)
Woodside Energy is downgraded to 'Hold' due to limited near-term valuation catalysts and flatlining post-2Q26 performance. WDS expects production growth from Scarborough/Pluto LNG ramp-up in 2H26 and further expansion with Trion (2028) and Louisiana LNG (2029). Consensus values WDS at 6x EV/EBITDA; my 6.5x multiple yields a $23.50 price target, reflecting low upside but attractive capital returns post-capex.
Cheniere Rallies 16.1% in 3 Months: Can the Stock Keep Climbing?
Cheniere's 16.1% rally meets stronger 2026 guidance, record production and expansion progress, but a richer valuation raises execution stakes.
Eni Targets Production Growth, LNG Expansion and Bigger Shareholder Returns
ENI NYSE: E outlined plans to expand its upstream production, liquefied natural gas portfolio and energy-transition businesses while increasing shareholder returns, according to Dave Donnelly, head of North American Investor Relations.
Golar LNG Q2 Earnings & Revenues Top Estimates, Improve Y/Y
GLNG's second-quarter 2026 earnings and revenues improve year over year.
Is VG Stock a Buy as Strong LNG Growth Meets Debt and Legal Risk?
Venture Global's contracted LNG growth bolsters visibility, but rising debt, arbitration claims and pricing risk temper the case for a fresh buy.
Golar LNG Q2 Earnings Call Highlights
Golar LNG NASDAQ: GLNG reported higher second-quarter earnings as its floating liquefied natural gas fleet continued to perform above contracted levels, while the company announced a firm order for a fourth FLNG conversion unit expected to be available in 2029.
