Key iron ore and liquefied natural gas (LNG) ports in Western Australia were closed on Thursday as a tropical cyclone struck off the coast of the resources rich Pilbara region, the ports' operator said.
Markets have been rallying lately on optimism about a possible end to the war in Iran. However, lasting damage to the world's supply of liquified natural gas could leave prices elevated long after a resolution is reached—and room to rise for some producers' stocks, according to Goldman Sachs.
Expand Energy Corporation receives a Strong Buy rating with a $155/share price target, reflecting robust positioning in both LNG exports and domestic power demand. EXE leverages Haynesville and Appalachian assets to capitalize on surging LNG export capacity and rising natural gas demand from data centers and reindustrialization. EXE's financials show improved leverage (0.87x net debt/aEBITDA) and strong cash position, with management prioritizing further debt reduction and disciplined capital allocation.
Cheniere Energy (NYSE:LNG) has been one of the market's strongest performers in 2026, with shares up 51.94% year-to-date with shares currently trading at $294, approaching the 52-week high of $299.49.
Geopolitical volatility has redrawn the map of global energy in recent weeks, as prolonged conflict between the US and Iran sent shockwaves through the liquefied natural gas (LNG) sector. With Qatar's export capacity crippled by recent attacks, Goldman Sachs warns market disruptions could persist through 2027.
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Golar LNG Limited stands to benefit from geopolitical disruptions, with elevated gas prices and increased FLNG demand supporting its growth trajectory. GLNG's EBITDA is projected to rise from $200 million to $800 million by 2028, underpinned by long-term contracts and commodity-linked upside. GLNG maintains a strong balance sheet, manageable leverage, and significant EBITDA backlog, with a fair value estimate near $60 per share.
Cheniere Energy, Venture Global and Chevron stand out as U.S. LNG exporters poised to gain as global supply shocks tighten markets and drive demand.
Two nights ago, Iran attacked Qatar's Ras Laffan Industrial City yet again. In an official statement yesterday, Qatar's MoFA confirmed that Iran's attacks on Ras Laffan caused significant damage. In a separate statement issued by QatarEnergy, officials highlighted that it could take at least 3 years to repair its Ras Laffan facilities. According to official reports by QatarEnergy, ~12.8 million tonnes of LNG exports have gone offline.
Cheniere Energy (NYSE: LNG) climbed to an all-time high of nearly $297 on Thursday morning, following reports of missile strikes targeting Qatar's “Ras Laffan” industrial complex. Year-to-date, the Houston-headquartered firm is now up some 50% amidst a perfect storm of geopolitical supply chain disruptions and robust long-term contract expansions.
Natural gas enters the spring shoulder season as mild weather cuts demand, but LNG exports and supply risks steady prices - keeping EQT, CRK and EE in focus.
California Public Employees Retirement System lowered its position in shares of Cheniere Energy, Inc. (NYSE: LNG) by 2.6% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 513,749 shares of the energy company's stock after selling 13,596 shares during the quarter. California Public Employees Retirement