NextDecade Corporation (NEXT)
NextDecade: The Ownership Staircase Is The Real Bull Case
NextDecade Corporation is advancing five LNG trains at Rio Grande, supported by long-term contracts and fully wrapped EPC agreements, mitigating construction and cost overrun risks. NEXT's economic interest will rise from 20.8% in Phase 1 to 60% in Train 4 and 70% in Train 5, with Train 6 offering potential for even greater accretion. Commissioning LNG sales at margins above $3.00 per MBtu and a forward price-to-book of 0.41 highlight undervaluation and near-term cash flow catalysts.
NextDecade Corporation (NEXT) Q2 2026 Earnings Call Transcript
NextDecade Corporation (NEXT) Q2 2026 Earnings Call Transcript
NextDecade Q2 Earnings Call Highlights
NextDecade NASDAQ: NEXT said construction of its Rio Grande LNG Phase 1 project continued ahead of the schedule reflected in its production guidance, with the company still targeting first gas later in 2026 and first LNG production from Train 1 in the first half of 2027.
NextDecade: The LNG Upside Is Worth The Risk
NextDecade Corporation is transitioning from the development to the execution phase with Rio Grande LNG, making it a de-risking story with upside potential. Trains 1-5 are under construction, with the first gas expected in H2 2026 and initial LNG production from Train 1 planned for 2027, serving as key catalysts. Long-term contracts with major counterparties like TotalEnergies, ADNOC, and Aramco reduce commercial risk, though construction, financing, and regulatory risks remain material.
NextDecade sees Middle East conflict boosting long-term LNG ship charters
Ongoing conflict in the Middle East and other disruptions will lead to more companies hiring LNG ships under long-term contracts rather than on the spot market, NextDecade shipping vice president Peter Fitzpatrick said on Wednesday at an event in Houston.
NextDecade Corporation (NEXT) Q1 2026 Earnings Call Transcript
NextDecade Corporation (NEXT) Q1 2026 Earnings Call Transcript
FERC approves NextDecade's request for more workers and longer hours at Texas site
U.S. federal regulators on Friday approved a request by NextDecade to increase the peak number of construction workers at its Rio Grande LNG project in Texas, according to a regulatory filing.
NextDecade LNG: How Do You Like Me Now? (Rating Upgrade)
NextDecade (NEXT) is upgraded to Strong Buy, citing improved prospects for U.S. Gulf Coast LNG shippers amid global energy security concerns. NEXT's Rio Grande LNG project targets 30 mpta by 2028, with expansion potential to 60 mpta by 2040, rivaling industry leaders. Contracted volumes, strong financial partners, and U.S. asset safety underpin NEXT's investment case despite high leverage and ongoing legal risks.
A 10% Owner of NextDecade (NEXT) Raised Their Bet By 1.65 Million Shares
Hanwha Aerospace Co. Ltd. purchased 1,651,971 shares for a total of $9,399,378.49 at an average price of $5.69 per share across Dec. 11 and 12, 2025.
NextDecade Corporation: Planned Construction Completion Likely To Meet Demand Surge By 2027
NextDecade Corporation (NEXT) is rated hold, with Phase 1 of Rio Grande LNG expected to supply first LNG in 2027. NEXT is strategically positioned to benefit from the EU's 2027 Russian gas import ban, targeting significant LNG demand growth. Despite zero current revenue, NEXT's NAV/share of $7.46 suggests a 46% undervaluation versus its $5.10 share price.
NextDecade Advances Train 6 & Marks a New Phase in LNG Expansion
NEXT begins FERC pre-filing for Train 6 at Rio Grande LNG, signaling a major step toward expanding its LNG production capacity into the next decade.
NextDecade's Rio Grande LNG Project Secures Major Funding Boost
NEXT secures $1.8B from TotalEnergies and GIP to advance the Train 4 expansion at its Rio Grande LNG facility in Texas.
