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.
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.
The Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.
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.