Cheniere Energy gains as tight global supply lifts prices, 2025 revenues jump 27%, net income rises 64%, and Corpus Christi Stage 3 supports long-term growth.
XOM and QatarEnergy's Golden Pass LNG facility starts supplying LNG to Italy in June, helping offset costly supply gaps after disruptions in Qatar.
With the energy industry likely to experience continued supply disruptions as the Iran in war continues, investors who are comfortable facing some turbulence may find opportunities in the space. Specifically, the liquefied natural gas (LNG) market is heavily impacted by the closure of the Strait of Hormuz—exports from Qatar and the UAE represent roughly one-fifth of the entire global market and slowed to a near standstill over the past month.
Shares of US liquefied natural gas (LNG) companies have rallied sharply amid the ongoing Iran conflict, as rising global gas prices boost near-term profitability. However, analysts warn that sustained high prices could undermine long-term demand and complicate expansion plans for the industry.
Italy will begin receiving liquefied natural gas (LNG) from the Golden Pass LNG facility in the United States, a joint venture between QatarEnergy and Exxon Mobil , from June, two sources familiar with the matter told Reuters.
I rate Woodside Energy (WDS) a buy, driven by higher-for-longer LNG and oil prices amid ongoing Middle East disruptions. WDS's conservative strategy limits near-term upside, with 75% of LNG contracted through 2028 at ~$11/BTU, but spot exposure benefits from elevated prices. My out-of-consensus forecast sees 2026 EBITDA at $11bn and FCF over $4bn, supporting dividends, debt reduction, and potential reinvestment.
XOM and QatarEnergy's JV, Golden Pass LNG, begins production at its Texas facility, marking a key milestone as Train 1 adds 6 MTPA capacity.
Venture Global settles Calcasieu Pass dispute with Edison, securing more LNG shipments for Europe and strengthening its long-term supply partnership.
Last week I attended the Investment U conference in Las Vegas, where I presented on gold and the great digital transformation. Sentiment among investors was upbeat, despite great uncertainty in the world right now.
Europe's low gas storage and global LNG disruptions could boost demand for U.S. exports, putting EQT, Cheniere Energy and Comstock Resources in focus.
Global LNG markets are on fire right now as the Iran War continues.
Cheniere Energy's Train 5 at its Corpus Christi liquefied natural gas expansion project is now operating at full capacity, the company said on Friday.