Cheniere Energy Inc. (LNG)
Cheniere Energy: Strong Cash Flow, Long-Term Contracts, And AI Tailwinds
Cheniere Energy remains a Buy, with upgraded FY25 guidance and strong project advancements preparing them to enjoy LNG's long-term potential despite near-term volatility. LNG expects a record of >50 million metric tons exported in 2026 and forecasts distributable cash flow of $4.8–$5.2 billion for FY25. Share repurchases and a sustainable payout ratio underpin capital returns alongside growth CAPEX, while robust fixed-fee contracts and expansion projects drive forward visibility.
LNG buyers prioritising supply security over price, TotalEnergies executive says
Global instability is pushing buyers of liquefied natural gas to prioritise energy security over other considerations, such as pricing, an executive at French oil major TotalEnergies said at the India Energy Week conference on Wednesday.
Hoegh LNG Partners: I'm Firmly Holding The High-Yield Preferred Stock
Hoegh LNG Partners preferred shares offer robust dividend coverage, with a payout ratio of just 17% and strong balance sheet support. The recent $27.2M tender offer reduced preferred shares outstanding, improving dividend coverage and lowering the preferred equity ratio to just over 22%. HMLPF's preferred dividends remain attractive, yielding 11.2% at current prices, with no skipped payments and nearly $500M in common equity subordinated to preferred holders.
LNG Shipping Stocks: 2026 Opens With Modest Gains
The UP World LNG Shipping Index gained 0.88% this week, outperforming the S&P 500's 1.03% loss. UPI constituents continue to trade sideways near long-term support, with moderate movements and low trading volumes. Spot LNG rates remain under pressure, but new liquefaction capacity and vessel scrapping support a positive long-term sector outlook.
Why Natural Gas Prices Are Slipping Despite Strong LNG Demand
EQT, EXE and CTRA could see long-term gains even as natural gas prices slip on mild weather and strong U.S. output.
Natural Gas Outlook: Can Cold Weather Lift Prices in January 2026?
Cold weather and steady LNG demand lift natural gas prices, putting WMB, LNG, and EE in focus for January 2026.
Australia's Woodside signs binding LNG supply deal with Turkey's BOTAS
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.
Energy Transfer: A Timely Reset For The Energy Play That's Left Behind
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.
Baker Hughes to Supply LM9000 Turbines for Commonwealth LNG Project
BKR supplies LM9000 turbines and other liquefaction equipment for Commonwealth LNG's export facility in Cameron Parish, LA.
Golar LNG: Investment Story Has Gotten Cleaner
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 suspends development of its Lake Charles LNG export project
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.
Here's Why Investors Should Give Golar LNG Stock a Miss Now
GLNG faces sharp earnings estimate cuts, lagging share performance and rising vessel costs, making the stock an unappealing bet for investors now.
