TotalEnergies to highlight its low-cost oil, long-term LNG sales to investors
Fresh off a flight from Suriname, TotalEnergies' CEO is expected to tell investors in New York on Wednesday that the energy giant can maintain returns through 2030 despite falling prices, thanks to low-cost oil projects like its most recent in the South American country.
Dynagas LNG: Dividend Comeback May Unlock Double-Digit Yield Potential
Dynagas LNG has significantly reduced its debt, improving its leverage ratio from 6.6x in 2018 to 2.9x by mid-2024. The company's deleveraging strategy and lower future debt repayments enhance its flexibility, making a dividend resumption more likely. Management's recent moves, including refinancing and removing restrictive covenants, indicate a potential shift towards returning capital to shareholders.
Cheniere Energy: Strong Returns Through Expansion And Capital Returns
Cheniere Energy benefits from secular trends of rising LNG demand by direct ownership of the largest U.S. LNG terminals. Long-term contracts for 16 years in future on average and unique assets ensure predictable cash flows, with expected 75% cash flow per share growth in the next 3–4 years. Shares at $180 offer a 24% upside to the intrinsic value of $223, per the Discounted Cash Flow Model.
ExxonMobil Secures 20-Year Access to Guangdong Energy's LNG Terminal
The agreement with Guangdong Energy Group in China should allow XOM to use the terminal to handle 1.8 million tons of LNG per year.
Berkshire Hathaway's Maryland Cove Point LNG export plant shut for maintenance
U.S. energy firm Berkshire Hathaway Energy shut its Cove Point liquefied natural gas (LNG) export plant in Maryland for about three weeks of annual autumn maintenance, according to a company notice to customers.
Excelerate Energy: Long-Term Growth In The LNG Sector
The FSRU sector provides economic solutions for LNG importation when large-scale projects are not the best solution. Excelerate Energy has multiple long-term growth projects including a new FSRU vessel, and LNG import terminals in Alaska and Vietnam. The company is supported by low leverage, a large cash position, and is capable of self-funding its FSRU newbuild.
Golar LNG Boosts Operational Efficiency Through FLNG Expansion
Golar LNG is bolstered by its EPC agreement with CIMC Raffles for the FLNG vessel. The FLNG market is expanding, offering significant potential.
TotalEnergies Inks a 10-Year LNG Supply Deal With BOTAS
TTE signs a deal with BOTAS to deliver liquefied natural gas for ten years. This initiative is in line with TTE's strategy to expand liquefied natural gas sales.
Cheniere Energy, Inc.: A Strong Company With Great Prospects
LNG boasts impressive financial performance, with improving EBITDA, EBIT, net income, and free cash flows, alongside a solid dividend that will likely increase substantially in the near future. Wall Street analysts and hedge funds are highly bullish on LNG, with the average analyst price target at $206.63 and targets ranging from $191 to $220. Even under pessimistic assumptions, discounted cash flow (DCF) analysis indicates that LNG is undervalued at its current price.
Turkey ups export capability, supply diversity with 10-year TotalEnergies LNG deal
Turkey took a further step towards becoming a regional gas re-exporter on Wednesday, after state energy company Botas signed a 10-year supply agreement with France's TotalEnergies, its fourth long-term import deal with non state-owned firms this year.
Woodside Energy in talks with potential partners for Driftwood LNG, CEO says
Woodside Energy is in discussions with onshore U.S. gas producers, pipeline companies and companies that share its outlook and view of liquefied natural gas to partner with its Driftwood LNG project, company CEO Meg O'Neill said on Monday.
Golar LNG Partners Preferred Units: High Yield But Even Higher Risks
In recent years, Golar LNG Partners has liquidated virtually all of its assets and distributed the proceeds to cash-hungry parent New Fortress Energy. Following the sale of its remaining assets in Q1/2024, the partnership has become an empty shell with distributions solely dependent on New Fortress Energy honoring its support commitment. As New Fortress Energy is struggling with debt refinancing issues, future distribution support for Golar LNG Partners could be at risk.
