NextDecade Corporation (NEXT)
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.
NextDecade: Providing The World Access To Reliable LNG
NextDecade offers a compelling Trump-era LNG play, leveraging U.S. energy policy tailwinds and robust project finance discipline. The Rio Grande LNG project is de-risked by strong institutional partners, long-term contracts, and a robust expansion plan. Revenue is underpinned by 19-year fixed-fee contracts covering over 90% of Phase I capacity, with upside from spot sales and future CCS.
NextDecade Inks EPC Contracts With Bechtel for Rio Grande LNG Project
NEXT finalizes $9 billion in EPC deals with Bechtel for two new liquefaction trains at its Rio Grande LNG project in Texas.
NextDecade Secures LNG Sale and Purchase Deal From TotalEnergies
NEXT inks 1.5 MTPA LNG deal with TotalEnergies, setting the stage for a favorable Final Investment Decision on Rio Grande LNG Train 4.
