Beaconlight Capital LLC decreased its position in Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 16.8% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 29,799 shares of the energy company’s stock after selling 6,036 shares during the period. Cheniere Energy comprises 4.5% of Beaconlight Capital LLC’s portfolio, making the stock its 6th biggest position. Beaconlight Capital LLC’s holdings in Cheniere Energy were worth $8,456,000 at the end of the most recent reporting period.
Several other hedge funds also recently made changes to their positions in the business. Norges Bank bought a new stake in Cheniere Energy during the 4th quarter worth about $731,774,000. Bank of New York Mellon Corp increased its position in shares of Cheniere Energy by 174.3% in the first quarter. Bank of New York Mellon Corp now owns 2,244,268 shares of the energy company’s stock valued at $636,834,000 after acquiring an additional 1,426,058 shares during the last quarter. Marshall Wace LLP increased its position in shares of Cheniere Energy by 555.0% in the fourth quarter. Marshall Wace LLP now owns 810,138 shares of the energy company’s stock valued at $157,483,000 after acquiring an additional 686,459 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in Cheniere Energy by 518.8% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 577,533 shares of the energy company’s stock worth $112,267,000 after acquiring an additional 484,198 shares in the last quarter. Finally, Vanguard Group Inc. boosted its position in Cheniere Energy by 2.0% during the fourth quarter. Vanguard Group Inc. now owns 21,219,557 shares of the energy company’s stock valued at $4,124,870,000 after purchasing an additional 414,022 shares during the last quarter. 87.26% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades Several research analysts have weighed in on the company. Royal Bank Of Canada boosted their price target on Cheniere Energy from $286.00 to $300.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 14th. Jefferies Financial Group increased their price objective on Cheniere Energy from $275.00 to $330.00 and gave the company a “buy” rating in a report on Tuesday, April 7th. Zacks Research raised shares of Cheniere Energy from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Weiss Ratings downgraded shares of Cheniere Energy from a “buy (b)” rating to a “hold (c)” rating in a report on Monday, May 11th. Finally, Morgan Stanley dropped their price target on shares of Cheniere Energy from $313.00 to $308.00 and set an “overweight” rating on the stock in a research report on Tuesday, April 21st. Three analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $298.88.
Get Our Latest Stock Analysis on LNG
Cheniere Energy Stock Down 1.0% Shares of LNG opened at $269.27 on Friday. The company has a current ratio of 0.57, a quick ratio of 0.48 and a debt-to-equity ratio of 2.55. The stock has a market capitalization of $56.43 billion, a PE ratio of 44.29 and a beta of -0.01. The firm’s 50 day moving average is $244.52 and its 200-day moving average is $242.07. Cheniere Energy, Inc. has a 12 month low of $186.20 and a 12 month high of $300.89.
Cheniere Energy Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Monday, May 11th were given a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Monday, May 11th. Cheniere Energy’s dividend payout ratio is presently 36.51%.
Cheniere Energy Company Profile (Free Report)
Cheniere Energy, Inc is a U.S.-based energy company that develops, owns and operates liquefied natural gas (LNG) infrastructure and markets LNG to global customers. The company’s core activities include natural gas liquefaction, long‑term and short‑term LNG sales and marketing, and the associated midstream services required to move gas from production basins to international markets. Cheniere focuses on converting domestic natural gas into LNG for export, providing a bridge between North American supply and overseas demand.
Cheniere’s principal operating assets are large-scale LNG export terminals located on the U.S.
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Natural Gas (NG) Price Chart Natural Gas continues trading in a broad consolidation range after a break above $2.95 could not be sustained. Currently, the contract trades at $2.89, below the 50-day moving average ($3.03), an above the 100-day moving average ($2.88), suggesting a neutral medium-term outlook.
First, resistance is at $2.95, followed by $3.03 and $3.09. First, support is at $2.83, with further support at $2.78 and $2.73. RSI is at 41, suggesting weak buying pressure.
A break and close above $2.95 is needed to improve the outlook for the market and open $3.03 and $3.09. This market would remain range-bound. A break below $2.83 would improve selling pressure and support an advance to $2.78.
The FTSE 100 Index was little changed this week as investors assessed the escalating UK-Iran crisis, the ongoing US earnings season, and a series of key UK economic releases. Market participants digested the latest jobs, inflation, and retail sales data for July, all of which could influence the Bank of England's next policy decision.
This article highlights some of the top FTSE 100 stocks to watch next week, including Lloyds Bank, Barclays, NatWest, Unilever, Standard Chartered, GSK, London Stock Exchange Group (LSEG), IAG, British American Tobacco, and AstraZeneca.
Top UK banks have done well this year, with emerging-markets-focused ones like Standard Chartered and HSBC being the best gainers after rising by 15% and 28%, respectively. Lloyds, Barclays, and NatWest have jumped by 13%, 8.3%, and 2%, respectively, this year.
These gains will be put to the test next week as they publish their financial results. Barclays will go first on Tuesday, followed by Standard Chartered on Wednesday. Lloyds and NatWest will release the numbers on Thursday and Friday, respectively.
Expectations are that these banks did well in the last quarter, helped by the elevated interest rates and muted delinquencies. Most of their peers like Goldman Sachs, Unicredit, BNP Paribas, and Morgan Stanley, released strong numbers recently.
Barclays' numbers will be the most watched because of its business model. In addition to operating a retail bank, it is one of the top players in the trading and investment banking industry. As a result, it is benefiting from the ongoing trends in M&A, IPOs, and debt.
These banks will also react to the upcoming Bank of England interest rate decision on Thursday.
British American Tobacco, one of the largest players in the industry, has slipped by nearly 10% from its highest level this year. This retreat accelerated after the company announced that it would lay off 9,000 employees in its pivot towards artificial intelligence tools.
5,500 of these jobs will be direct ones, while 3,500 will be in third-party firms like Accenture. It expects that these layoffs will save it $798 million by 2028.
The most recent trading statement showed that its combustibles business was doing well, led by the United States, Brazil, and Turkey. Velo’s volume rose by 5.7 points, while Vuse continued to gain market share. The upcoming results will provide more information about its performance and what to expect in the second half of the year as the volume of traditional cigarettes drop.
UK pharmaceutical stocks like AstraZeneca and GlaxoSmithKline have underperformed the market this year. AZN dropped by 7.5% this year, and is up by 21% in the last 12 months. GSK has risen by 4.24% this year and 40% in the last 12 months.
These companies will release their numbers next week. AstraZeneca will publish on Monday, while GSK will release its report a day after that. For Astra, these numbers come a few days after the company received a EU approval for its breast cancer drug.
The drug, Etcamah, has already received approvals in the United Arab Emirates (UAE), Japan, and Saudi Arabia, with the company waiting for a US review to conclude.
Still, the company has suffered a major setback as Wainua, a rare disease drug, failed its trial in the third phase of trial. As a result, the company has little room for error as it aims to get to $30 billion in annual sales.
IAG, the parent company of British Airways and Aer Lingus, will be in the spotlight next week as the US-Iran war escalates and as it publishes its numbers. Its stock has plunged by 14% from its highest point this year as the war has pushed jet fuel prices higher. The upcoming numbers on Friday will provide more information on its business and the cost of fuel.
More FTSE 100 companies will publish their numbers next week. This includes popular names like Unilever, Haleon, London Stock Exchange, and Anglo American.
French oil major TotalEnergies earns about $400 million annually from selling liquefied natural gas cargoes from Russia's Yamal LNG plant, TotalEnergies' CEO told analysts on a results call on Thursday.
The logo of TotalEnergies at the 10th edition of the VivaTech technology startups and innovation fair in Paris, France, June 18, 2026. REUTERS/Gonzalo Fuentes/File Photo Purchase Licensing Rights, opens new tab
SummaryCompaniesTotal to cede 10% stake to Novatek subsidiaryCEO says it is in company's interestNo mention of sale pricePARIS, July 23 - French oil major TotalEnergies (TTEF.PA), opens new tab will exit its stake in the Arctic LNG 2 plant in Russia, CEO Patrick Pouyanne said on Thursday.
The transfer of Total's 10% stake to Nordline, a subsidiary of the plant's majority owner Novatek, has been approved by Russian authorities and will be completed in the short term, he told analysts on a second-quarter results call.
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Following Western sanctions on Russia in the wake of the invasion of Ukraine, Total maintained ownership in key Russian plants exporting LNG — but has considered selling the stakes after European Union sanctions will ban companies from importing that gas in 2027 or selling it in other jurisdictions.
"Soon after Arctic LNG 2 became subject to U.S. sanctions in November 2023, Novatek approached us about a potential transfer," Pouyanne said.
Noting that Total had already taken a $4.1 billion impairment on the project in 2022 and declared force majeure the following year, Pouyanne said he considered the proposal to be in the company's interest.
The CEO did not use the word 'sale'. A press officer for TotalEnergies did not immediately respond to a request on whether Total expected to be compensated for its stake and at what valuation.
In the wake of the war many foreign firms have sold Russian assets or seen them seized.
In 2024, Kremlin-controlled energy giant Gazprom acquired a 27.5% stake in Russian LNG project Sakhalin II by decree, previously held by British oil major BP, which took a $1.6 billion impairment.
(This story has been corrected to fix the hyperlinks in paragraphs 7 and 8, with no change to the text)
Reporting by America Hernandez in Paris, Editing by Charlotte Van Campenhout and Louise Heavens
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Model of LNG tanker is seen in front of Russia's flag in this illustration taken May 19, 2022. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab
CompaniesJuly 22 (Reuters) - Greece-based LNG carrier operator Dynagas (DLNG.N), opens new tab will be allowed to continue carrying Russian liquefied natural gas under new sanctions against Moscow set to be agreed on by EU countries, the Financial Times reported on Wednesday, according to three diplomats briefed on the negotiations.
Here are some details:
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The deal, which is yet to be approved by the EU envoys on Thursday, would allow companies from the bloc to continue transporting Moscow's LNG exports to third countries for a 12-month period that could be renewed. However, volumes would be capped at 2025 levels, the FT said.
The countries are also due to sign off on extending a price cap on Russian oil at $44.10 a barrel for a year as they look to continue restricting Moscow's fossil-fuel revenues, the report added.
Reuters could not immediately verify the report. Dynagas and the EU were not immediately available for comment outside business hours when contacted by Reuters.
Greece dominates Europe's LNG carrier market and is among the biggest players globally, competing with Japan, China and the United States.
Last week, two Greek government officials told Reuters that EU sanctions against Russia risk ceding LNG market share to rivals.
EU ambassadors failed on Wednesday to agree on a 21st package of sanctions against Russia over its invasion of Ukraine, an EU diplomat told Reuters.
The new package targets Russia's banking sector in an effort to squeeze Moscow's financial system at what the EU sees as a vulnerable time.
Reporting by Natalia Bueno Rebolledo in Mexico City; Editing by Nia Williams
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Baader Bank Aktiengesellschaft bought a new position in Cheniere Energy, Inc. (NYSE:LNG – Free Report) in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 2,670 shares of the energy company’s stock, valued at approximately $711,000.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Strive Financial Group LLC bought a new stake in shares of Cheniere Energy in the 4th quarter worth $25,000. Kohmann Bosshard Financial Services LLC acquired a new position in Cheniere Energy during the fourth quarter worth about $26,000. Financial Life Planners bought a new stake in Cheniere Energy in the first quarter worth about $26,000. Caitong International Asset Management Co. Ltd bought a new stake in Cheniere Energy in the third quarter worth about $27,000. Finally, Accordant Advisory Group Inc acquired a new stake in Cheniere Energy in the 4th quarter valued at about $29,000. 87.26% of the stock is owned by institutional investors.
Analyst Ratings Changes Several equities analysts have recently weighed in on LNG shares. Benchmark restated an “outperform” rating on shares of Cheniere Energy in a research report on Tuesday, May 26th. Sanford C. Bernstein initiated coverage on shares of Cheniere Energy in a report on Tuesday, June 16th. They issued a “market perform” rating and a $283.00 target price on the stock. Wall Street Zen cut shares of Cheniere Energy from a “hold” rating to a “sell” rating in a report on Saturday, June 27th. Morgan Stanley decreased their price target on shares of Cheniere Energy from $313.00 to $308.00 and set an “overweight” rating on the stock in a research report on Tuesday, April 21st. Finally, Jefferies Financial Group increased their price objective on Cheniere Energy from $275.00 to $330.00 and gave the company a “buy” rating in a research report on Tuesday, April 7th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $298.47.
View Our Latest Stock Analysis on LNG
Cheniere Energy Stock Down 0.7% Shares of NYSE:LNG opened at $263.18 on Wednesday. The company has a debt-to-equity ratio of 2.55, a quick ratio of 0.48 and a current ratio of 0.57. The company has a market cap of $55.15 billion, a PE ratio of 43.29 and a beta of -0.01. Cheniere Energy, Inc. has a 52 week low of $186.20 and a 52 week high of $300.89. The firm has a 50 day simple moving average of $242.78 and a 200 day simple moving average of $240.84.
Cheniere Energy Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Monday, May 11th were issued a dividend of $0.555 per share. The ex-dividend date was Monday, May 11th. This represents a $2.22 dividend on an annualized basis and a dividend yield of 0.8%. Cheniere Energy’s payout ratio is currently 36.51%.
Cheniere Energy Profile (Free Report)
Cheniere Energy, Inc is a U.S.-based energy company that develops, owns and operates liquefied natural gas (LNG) infrastructure and markets LNG to global customers. The company’s core activities include natural gas liquefaction, long‑term and short‑term LNG sales and marketing, and the associated midstream services required to move gas from production basins to international markets. Cheniere focuses on converting domestic natural gas into LNG for export, providing a bridge between North American supply and overseas demand.
Cheniere’s principal operating assets are large-scale LNG export terminals located on the U.S.
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Energy stocks have regained momentum in 2026. Oil prices remain well above their long-term averages, global demand for liquefied natural gas (LNG) continues to grow, and electricity consumption is accelerating as artificial intelligence (AI) data centers and electrification place new demands on the power grid.
Not every energy company will benefit equally. But if you're looking for stocks with clear catalysts over the next 12 months, these three stand out.
Image source: Getty Images.
ExxonMobil ExxonMobil (XOM +1.97%) has built one of the oil industry's lowest-cost, highest-return businesses. And its biggest advantage is Guyana, where the company has now discovered more than 11 billion barrels of recoverable oil equivalent, making it one of the largest oil discoveries in decades. Production recently surpassed 700,000 barrels per day, and management expects Guyana to produce about 1.7 million barrels per day by 2030.
That country is also one of the world's lowest-cost oil sources, with break-even prices estimated at less than $35 per barrel. That allows Exxon to remain highly profitable even if crude prices sink.
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The company is also beginning to realize the benefits of its acquisition of Pioneer Natural Resources. The deal significantly expanded Exxon's position in the Permian Basin, giving it one of the largest unconventional oil portfolios in North America while creating about $4 billion in expected annual integration benefits and operating efficiencies.
Cheniere Energy It's only natural to associate energy with oil, but liquefied natural gas may offer one of the industry's strongest growth opportunities. That's where Cheniere Energy (LNG 1.03%) comes into play.
Cheniere is the largest producer and exporter of LNG in the U.S. As Europe continues replacing Russian natural gas and Asian demand steadily increases, long-term LNG contracts have become increasingly valuable.
The company currently operates seven liquefaction trains at Sabine Pass on the Texas-Louisiana border and another seven at Corpus Christi, Texas. The latter's stage 3 expansion is expected to add another 10 million metric tonnes of LNG production capacity once fully completed. That expansion should significantly increase earnings and cash flow over the next several years.
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Cheniere has also become a free-cash-flow powerhouse. In 2025, the company generated $5.29 billion in distributable cash flow, allowing management to aggressively repurchase shares while steadily increasing its dividend.
And unlike traditional exploration and production companies, much of Cheniere's earnings are supported by long-term contracts rather than daily swings in natural gas prices. With global LNG demand expected to continue growing, Cheniere is well positioned to benefit for the foreseeable future.
NextEra Energy NextEra Energy (NEE 0.32%) isn't just the largest renewable energy company in the U.S. It's increasingly becoming one of the biggest beneficiaries of the country's growing electricity demand.
After years of relatively flat power consumption, utilities are preparing for a surge driven by AI data centers, domestic manufacturing, and electrification. The U.S. Energy Information Administration expects electricity demand to continue reaching record highs over the coming years. NextEra is well-positioned to capitalize on that trend.
The company currently owns Florida Power & Light, one of the nation's largest regulated electric utilities, serving more than 6 million customer accounts. That business generates stable, recurring earnings regardless of the economy.
At the same time, NextEra Energy Resources has become the world's largest generator of solar and wind power. The company currently has a development backlog in renewable energy and battery storage of about 33 gigawatts, giving it one of the industry's deepest growth pipelines.
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The artificial intelligence (AI) building boom could provide another catalyst. Data centers require enormous amounts of electricity, and tech companies need utilities capable of delivering reliable power while helping meet their clean energy goals. NextEra's combination of regulated utility operations, renewable-power generation, and battery storage puts it in a good position to capture that demand.
Financially, the company continues to execute, too. In 2025, adjusted earnings per share (EPS) increased roughly 8%, and management now expects compound annual adjusted EPS growth of at least 8% through 2032. The dividend has also grown by about a 11% compound annual rate over the past decade.
Outperforming the market Energy isn't just about oil prices. You have a variety of opportunities across traditional oil production, global LNG exports, renewable energy, energy storage, and the infrastructure to support a rapidly expanding electricity infrastructure.
ExxonMobil offers low-cost production growth led by Guyana. Cheniere provides exposure to one of the fastest-growing segments of the energy market through LNG exports. NextEra gives you a way to benefit from rising electricity demand and the continued expansion of renewables.
To be sure, no energy stock is immune to commodity price swings or changes in the broader economy. But these three companies have something many competitors don't: high-quality assets, strong balance sheets, and identifiable catalysts that extend beyond simply hoping oil or natural gas prices move higher. That combination gives them a strong chance of outperforming the broader market over the next 12 months.
Key Takeaways Natural gas ended the week down 1%, though Friday's rebound hinted at firmer market support.Hot weather, tighter storage builds and improving LNG flows could gradually tighten the market.LNG, WMB and EE offer exposure to gas exports, pipelines and floating LNG infrastructure. Natural gas prices finished a volatile week lower, but Friday’s rebound suggested that the market may be finding support. Summer power demand, global supply worries and improving liquefied natural gas expectations offset pressure from ample U.S. inventories.
At this time, investors may focus on natural gas-linked stocks like Cheniere Energy (LNG - Free Report) , The Williams Companies (WMB - Free Report) and Excelerate Energy (EE - Free Report) , which offer exposure to pipeline, gas export and floating liquefied natural gas infrastructure themes.
Weekly Price Action Stays Mixed
Nymex natural gas settled at $2.911/MMBtu, up 1.9% on the final trading day but down 1% for the week. Prices came under pressure early in the week as rising production, softer demand expectations and lower flows to Freeport LNG weighed on sentiment. They recovered briefly as hotter weather increased cooling demand before falling again after a 41 billion cubic feet (Bcf) storage injection reinforced the inventory surplus. Natural gas prices ended the week on a stronger note, supported by firmer European gas prices and concerns that Middle East tensions could boost demand for U.S. liquefied natural gas (“LNG”).
Natural Gas Storage Still Caps the Upside
Storage remains the main restraint. Working gas totaled 3,024 Bcf for the week ended July 10. That was 181 Bcf above the five-year average, though 21 Bcf below year-ago levels. The 41 Bcf injection was smaller than the five-year average build of 45 Bcf. That gives bulls some support, but the surplus is still large enough to limit rallies.
Weather and LNG Offer Support
Hot weather continues to support natural gas demand. As temperatures rise, households and businesses use more air conditioning, increasing electricity consumption. Since a large share of U.S. electricity is generated by natural gas-fired power plants, higher power demand also leads to greater natural gas consumption.
LNG exports could provide another source of support. Feedgas demand has been lower because of maintenance at the Freeport LNG export facility. Once normal operations resume, more natural gas is likely to flow to LNG export plants. Strong natural gas prices in Europe and ongoing tensions in the Middle East are also keeping global demand for U.S. LNG in focus.
Natural Gas Outlook Improving, but Patience Is Needed
The outlook for natural gas is not broadly bullish yet, but it is better than what the weekly loss suggests. Prices still face solid U.S. production and comfortable inventories. Even so, below-average storage injections, summer cooling demand and improving LNG flows could gradually tighten the market if these trends persist. That backdrop gives natural gas-focused investors a more balanced setup than what the headline weekly decline implies.
For investors, the setup argues for patience rather than pessimism. Natural gas may remain range-bound until inventories fall more clearly or weather turns more supportive, but downside pressure looks less one-sided than it did earlier in the week. A recovery in export demand, continued power-sector consumption, and firm global gas prices could help sentiment improve through late summer.
3 Stocks to Focus On
Cheniere Energy: It is a leading U.S. LNG producer and exporter, operating large-scale facilities along the Gulf Coast. Since starting exports in 2016, it has grown into the largest LNG producer in the United States, supplying customers across more than 40 global markets with reliable and cleaner-burning energy.
Backed by firm gas supply agreements for its Sabine Pass and Corpus Christi facilities, this Zacks Rank #1 (Strong Buy) company enjoys strong cash flow visibility and solid long-term growth prospects. Cheniere Energy beat the Zacks Consensus Estimate for earnings in three of the last four quarters and missed in the other. It has a trailing four-quarter earnings surprise of roughly 75%, on average. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Williams Companies: U.S. natural gas demand is projected to grow significantly in the long term, and The Williams Companies seems to be well-positioned to capitalize on the same, owing to its impressive portfolio of large-scale value-creating projects. With its extensive network handling a third of the U.S. natural gas and significant expansion projects in the pipeline, Zacks Rank #3 (Hold), Williams is set to benefit from favorable industry dynamics and growth prospects.
The Zacks Consensus Estimate for the company’s 2026 earnings per share indicates 11.9% year-over-year growth. Williams Companies’ expected EPS growth rate for three to five years is 16.8%, which compares favorably with the industry's growth rate of 11.1%.
Excelerate Energy: Headquartered in The Woodlands, TX, the company focuses on LNG infrastructure and services, particularly Floating Storage Regasification Units and associated terminals. Operating across both emerging and developed markets, Excelerate Energy accounts for about 20% of the global FSRU fleet and 5% of total regasification capacity. Established in 2003, the company is now expanding into LNG-to-power and gas distribution, offering reliable and flexible energy solutions worldwide.
The Zacks Consensus Estimate for Excelerate Energy’s 2026 earnings per share indicates 18.8% year-over-year growth. This firm — currently carrying a Zacks Rank of 3 — has a trailing four-quarter earnings surprise of roughly 12%, on average.
CompaniesNEW DELHI, July 20 (Reuters) - India's Hindustan Petroleum Corp (HPCL.NS), opens new tab on Monday invited liquefied natural gas (LNG) suppliers, producers and traders to register to supply LNG on a spot and long-term basis, according to a notice on its website.
HPCL operates an LNG import and regassification facility at Chhara in western India with annual capacity of 5 million metric tons.
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Apart from spot purchases, HPCL is looking to import up to 1 million tons per year of LNG for 10 to 15 years, sources with knowledge of the matter said.
HPCL did not respond immediately to an emailed request for comment.
India wants to raise the share of gas in its energy mix to 15% from about 6% currently to cut its carbon footprint.
HPCL also has a 10-year LNG import deal with Abu Dhabi National Oil Co for 500,000 tons of LNG every year from 2028. The company also buys LNG through spot tenders.
Reporting by Nidhi Verma Editing by David Goodman
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Key Takeaways ExxonMobil's Golden Pass Train 1 produced first LNG and loaded its first export cargo in the second quarter.XOM expects Golden Pass Train 1 to lift U.S. LNG exports ~5%, with all three trains adding ~15% capacity. ExxonMobil is advancing LNG projects in Papua New Guinea and Mozambique to expand its global network. ExxonMobil Corporation (XOM - Free Report) , the U.S. oil and gas giant, has an integrated business model spanning upstream operations, refining and trading. Since it derives the majority of its earnings from its upstream business, ExxonMobil continues to focus on its advantaged assets to grow its production and support earnings.
A key component of its advantaged assets includes its liquefied natural gas (LNG) portfolio. ExxonMobil is working to expand its LNG portfolio, which includes the Golden Pass LNG project in Sabine Pass, TX, a joint venture between ExxonMobil and QatarEnergy. On its first-quarter earnings call, the company noted that Train 1 at the Golden Pass LNG facility in Sabine Pass, TX, had achieved its first LNG production. It loaded its first export cargo from the LNG terminal in the second quarter of this year.
XOM has highlighted that the first train is expected to raise U.S. LNG exports by about 5% relative to 2025. Once all three trains come online, the facility is expected to increase the country's LNG export capacity by roughly 15%. Beyond Golden Pass, ExxonMobil is progressing LNG developments in Papua New Guinea and Mozambique, with final investment decisions expected in the near term. These projects will enable the company to diversify its sources of supply and strengthen its global LNG network.
In the long term, this should allow XOM to capitalize on the robust demand for LNG, driven by heightened energy security concerns and the expansion of data center infrastructure, while generating higher cash flows.
Other Energy Sector Players Banking on Growing LNG DemandConocoPhillips (COP - Free Report) and Venture Global, Inc. (VG - Free Report) are two global energy firms that can benefit from the rise in global demand for LNG.
One of the key growth drivers of COP’s LNG strategy is the Port Arthur LNG project, which is progressing steadily and is on track to deliver its first LNG in 2027. It is also focused on expanding its international LNG footprint through its Equatorial Guinea LNG operations. COP’s LNG strategy is expected to become a free cash flow growth engine, supported by rising global demand, strategic geographic positioning of its assets and energy security concerns across the globe.
Venture Global is one of the largest U.S.-based exporters of LNG and is currently operating and developing multiple LNG export projects in Louisiana. The company anticipates that the total production capacity across its projects will total approximately 68 million tons per annum, upon completion, with potential upside from optimization initiatives. Being an LNG export company, VG is expected to benefit from the rise in LNG demand, driven by the expansion of data centers, replacement of coal and the global shift toward lower-emission fuels.
XOM’s Price Performance, Valuation & EstimatesShares of ExxonMobil have risen 39.7% over the past six months compared with the 38% gain of the composite stocks belonging to the industry.
Image Source: Zacks Investment Research
From a valuation standpoint, XOM trades at a trailing 12-month enterprise value to EBITDA (EV/EBITDA) of 9.67X. This is above the broader industry average of 6.34X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for XOM’s 2026 earnings has seen downward revisions over the past seven days.
Image Source: Zacks Investment Research
XOM currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Item 1 of 2 A view of Golden Pass LNG facility in Port Arthur, Texas, U.S., June 23, 2025. REUTERS/Joel Angel Juarez
[1/2]A view of Golden Pass LNG facility in Port Arthur, Texas, U.S., June 23, 2025. REUTERS/Joel Angel Juarez Purchase Licensing Rights, opens new tab
July 16 (Reuters) - Liquefied natural gas is poised to become the United States' second-largest net export industry within five years, adding nearly $1.4 trillion to its gross domestic product through 2040, according to an S&P Global Energy study.
In 2025, the country became the first to export more than 100 million metric tons of LNG in one year, as new plants helped production.
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The S&P study forecast total investments across the U.S. LNG supply chain to exceed $1 trillion through 2040, with a funding surge after the lifting of last year's export "pause."
It estimated LNG export to generate $2.9 trillion in revenue, $206 billion of taxes and nearly $630 billion in labor income.
It projected a 1.6% rise in domestic average household gas costs between 2026 and 2031.
The export surge is set to double feedgas demand to 36 billion cubic feet per day by 2031, the report said.
U.S. LNG can account for a third of the global market in five years, it added.
Prices in Europe and Asia could jump by 50% if the new U.S. export capacity is not realized, the study predicted.
It added that U.S. LNG exports could help stabilize domestic markets during peak demand, while infrastructure constraints remain the main driver of regional price volatility.
Reporting by Varun Sahay in Bengaluru; Editing by Joyjeet Das
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Anyone holding the United States Natural Gas Fund (NYSEARCA:UNG) is making a specific bet: that a rising Henry Hub spot price will translate into a rising fund price. UNG is the most direct retail vehicle for that view, holding natural gas futures at 42.79% weight alongside Treasuries and cash, with $447.76 million in assets. The problem is that the LNG-export thesis, which pushed gas demand higher this decade, has produced almost none of the returns UNG holders expected. A different natural gas ETF, one that owns drillers rather than futures, has captured that demand story in 2026, while UNG has gone the other way.
UNG is down 4.08% year-to-date and 22.17% over the past year, closing at $11.60 on July 7, 2026. Stretch the window, and the picture darkens: down 77.14% over five years and 91.17% over ten. Henry Hub spot gas sat at $3.33 per MMBtu on June 29, 2026, roughly in line with where it traded a year earlier. Spot gas went sideways while the fund tracking it declined.
Where the Structure Fails The Producers Captured the Demand The First Trust Natural Gas ETF (NYSEARCA:FCG) holds U.S. natural gas producers rather than futures contracts. Year to date, it is up 16.69%, and up 19.66% over the past year. Over the past five years, FCG has returned 99.52% while UNG has posted steep losses. Same commodity theme, opposite outcome.
Producers earn cash flow on every Mcf they sell, and rising volumes matter as much as rising prices. The EIA’s Short-Term Energy Outlook forecasts LNG exports averaging 17.0 Bcf/d in 2026 and 18.2 Bcf/d in 2027, up from 14.9 Bcf/d in 2025, with additional capacity from Golden Pass and Corpus Christi Stage 3 coming online. The Annual Energy Outlook projects that U.S. LNG export capacity will reach 27.7 Bcf/d by 2030. That volume growth flows into producer revenue whether Henry Hub trades at $3 or $5. Marketed production itself was up 4% year over year in the first quarter of 2026, led by the Permian and Haynesville.
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The Tradeoffs Worth Naming Executing the Swap In a taxable account, selling UNG triggers ordinary treatment on futures gains and a K-1 reconciliation. Anyone sitting on losses may find harvesting them useful. In an IRA, the swap is mechanically simple with no tax friction. A partial rotation, keeping UNG only for tactical short-term positioning while moving the core exposure into FCG, preserves optionality on a winter price spike without carrying the roll decay through summer storage builds. January 2026’s spike to $30.72 per MMBtu during the Strait of Hormuz closure showed that near-month futures still move violently on supply shocks.
Reading the Setup From Here The case for owning UNG rests on catching a short-term price spike before the roll erodes the position. The case for owning FCG rests on the multi-year buildout of LNG export capacity, translating into rising producer volumes and cash flow. Which one fits depends on the holding period. For anyone whose UNG position has quietly stretched from a trade into a long-term hold, this year’s numbers suggest the exposure they wanted is available in a different wrapper.
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Not for distribution to United States newswire services or for dissemination in the United States TORONTO, ON / ACCESS Newswire / July 10, 2026 / LNG Energy Group Corp. (TSXV:LNGE)(TSXV:LNGE.WT)(OTC PINK:LNGNF)(FWB:E26) (the "Company" or "LNG Energy Group") today provided an update on its operations and recent corporate developments. Colombia Production and Realized Prices During the first half of 2026, daily production averaged approximately 5,449 Mcf/d of natural gas and 36 bbl/d of condensate.
Key Takeaways Baker Hughes wins three contracts for Cheniere's Sabine Pass LNG expansion and turbine upgrades.Train 7 and related projects will support more than 6 MTPA of incremental LNG capacity.The awards expand Baker Hughes' equipment backlog and create recurring lifecycle service opportunities. Baker Hughes (BKR - Free Report) has strengthened its position in the global liquefied natural gas (“LNG”) market by securing three major awards from Cheniere Energy, Inc. (LNG - Free Report) and Bechtel Energy Inc. for Cheniere’s Sabine Pass LNG facility in Louisiana. The contracts, which were booked in the second quarter, include liquefaction equipment for the Train 7 expansion, a boil-off gas re-liquefaction unit and fleet-wide gas turbine technology upgrades. These awards reinforce Baker Hughes' long-standing partnership with Cheniere while expanding its role in one of the world's largest LNG export facilities.
The Phase 1 expansion will feature seven PGT25+ G4 gas turbines driving 15 centrifugal compressors, supporting approximately 6 million tons per annum (MTPA) of additional LNG production capacity.
BKR will upgrade the facility's installed fleet of aeroderivative PGT25+ G4 gas turbines over the next four years, improving turbine power output and operational efficiency across Sabine Pass' existing 30 MTPA production capacity. Together with Train 7 and the boil-off gas re-liquefaction unit, these upgrades are expected to add more than 6 MTPA of incremental LNG capacity.
The awards strengthen Baker Hughes' business model while expanding its exposure to the growing global LNG market. The contracts not only generate equipment sales but also create recurring lifecycle service opportunities. As global natural gas demand continues to rise, LNG infrastructure investment remains robust.
BKR's diverse portfolio of liquefaction equipment, gas turbines and digital services positions the company to capitalize on this long-term growth trend. The Cheniere awards enhance BKR's cash flow generation, strengthen its project backlog and bolster its overall investor appeal.
Baker Hughes and Cheniere carry a Zacks Rank #3 (Hold) each at present.
Some better-ranked stocks in the energy sector are National Energy Services Reunited Corp. (NESR - Free Report) and Cenovus Energy Inc. (CVE - Free Report) . NESR and CVE currently sport a Zacks Rank #1 (Strong Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.
According to the U.S. Energy Information Administration’s (“EIA”) short-term energy outlook, daily U.S. LNG exports are projected to increase to 18.6 billion cubic feet (Bcf) in 2027, up from 15.1 Bcf recorded in 2025. Rising LNG exports are expected to boost demand for natural gas, benefiting producers such as Cenovus, which is exposed to natural gas production.
LNG exporters like Cheniere also stand to gain from higher export volumes and transportation demand. Energy service providers such as Baker Hughes and NESR could benefit from increased drilling, production and infrastructure activity required to support increased natural gas development and production.
National Energy Services Reunited delivers integrated drilling and reservoir services across the Middle East, North Africa and Asia-Pacific, helping producers maximize output and efficiency. With the rising global demand for electricity fueling a shift toward natural gas, NESR is well-positioned to capitalize on growing upstream energy investments.
By leveraging its fully integrated upstream and downstream operations across Canada and the United States, Cenovus consistently generates robust cash flow. To further expand production, CVE is advancing key optimization initiatives at Christina Lake North, Sunrise, West White Rose and Foster Creek.
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2026: A Space Stock Odyssey
Stock Market Mixed As Chips Rise While Small Caps, Dow, SpaceX Struggle; Ned Davis On Cash France-based TotalEnergies (TTE) announced on Wednesday that it has shipped the first liquefied natural gas from a newly built Mexico export terminal to Asia. But TotalEnergies, and LNG stocks in general, fell. TotalEnergies and a Sempra (SRE) subsidiary hold joint stakes in the Energia Costa Azul LNG hub, along Mexico's Pacific coast on the Baja peninsula. The Energia Costa Azul…
PARIS--(BUSINESS WIRE)--TotalEnergies (Paris:TTE) (LSE:TTE) (NYSE:TTE) has shipped to Asia the very first cargo from ECA LNG Phase 1, a liquefied natural gas (LNG) export terminal currently under commissioning on Mexico's Pacific Coast, in Baja California. TotalEnergies, which holds a 16.6% stake in the project alongside operator Sempra Infrastructure, will offtake 1.7 million tonnes per year (Mtpa) of LNG for 20 years from the start of commercial operations. TotalEnergies will be the sole offt.
The logo of the Nigerian National Petroleum Corporation (NNPC) is displayed at the company's filling station in Ikoyi, Lagos, Nigeria. March 9, 2026. REUTERS/Sodiq Adelakun Purchase Licensing Rights, opens new tab
CompaniesLAGOS, July 7 (Reuters) - Nigeria's UTM Offshore said on Tuesday it had secured a 15-year gas supply agreement, removing a major obstacle to a final investment decision on its $3 billion floating liquefied natural gas (FLNG) project, now expected in the fourth quarter after delays.
Under the agreement, a joint venture between Nigeria's state-owned NNPC Ltd and independent Seplat Energy Producing Nigeria Unlimited will supply 200 million standard cubic feet (5.7 million cubic metres) of gas per day to the UTM FLNG project, designed to produce 1.8 million tonnes of LNG per year from gas sourced from the Yoho field.
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"The execution of this agreement establishes the long-term feed gas framework needed to advance project financing, construction and operations," UTM Offshore Chief Executive Julius Rone said at the signing ceremony in Abuja.
Rone said the agreement would provide certainty for investors, lenders and LNG buyers and position the project for a final investment decision in the fourth quarter of 2026.
The project, in which NNPC holds a 20% stake, UTM Offshore 72% and Delta state government 8%, received Nigeria's first licence for a floating LNG export facility in 2024 as the government seeks to monetise large volumes of stranded gas reserves and expand LNG exports.
Nigeria holds some of Africa's largest gas reserves but has struggled for decades to convert much of the resource into commercial exports and domestic industrial use because of funding constraints, infrastructure gaps and regulatory uncertainty.
Front-end engineering and design of the project was completed in 2023 by JGC and Technip Energies, according to UTM.
Reporting by Isaac Anyaogu, editing by Andrei Khalip
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3D-printed oil pump jacks and the Abu Dhabi National Oil Company (ADNOC) appear in this illustration taken March 2, 2026. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab
CompaniesDUBAI, July 6 (Reuters) - UAE state oil giant ADNOC launched a new liquefied natural gas marketing and trading platform on Monday, bringing the marketing activities of ADNOC Gas (ADNOCGAS.AD), opens new tab, international investment arm XRG and ADNOC Trading into a single commercial unit.
The platform, based in the Abu Dhabi Global Market financial centre, is targeting 47 million metric tons per annum (mtpa) of combined marketable LNG by 2035, which would rank it among the world's largest LNG players.
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Here are some details:
Rashid Al Mazrouei has been appointed chief marketing and origination officer for LNG, overseeing the marketing of the combined equity LNG portfolios of XRG and ADNOC Gas.
Long-term LNG marketing will be centralised under the combined platform, though ADNOC Trading will remain the counterparty for trading activities with no change to its existing customer contracts.
ADNOC Gas's existing commercial LNG arrangements are unchanged, with the platform expected to support the optimisation of marketing for its LNG volumes, including future volumes from the Ruwais LNG project.
ADNOC CEO Sultan Al Jaber, who also heads XRG, said the move marked "a step-change in scale, flexibility and optionality" for the group's LNG business.
ADNOC Trading, established four years ago, has offices in Abu Dhabi, Singapore and Geneva.
XRG, valued at more than $150 billion, said last year it was targeting a top-five position in global gas and LNG, with a capacity goal of 20-25 mtpa by 2035.
Reporting by Yousef Saba; Editing by Joe Bavier
Our Standards: The Thomson Reuters Trust Principles., opens new tab
SummaryRecent investments in Argentina, Angola, and Libya, together with the new Mercuria trading joint venture, further expand Eni's integrated gas, LNG, and energy trading platform, reducing reliance on upstream oil.E increased FY2026 guidance, including a 30% upgrade to Global Gas & LNG Portfolio EBIT, while maintaining its capital expenditure plan.The company also nearly doubled its share buyback program to €2.8 billion, reflecting confidence in future cash generation.Our updated sum-of-the-parts analysis values E's satellite businesses at approximately €20 billion and supports an equity valuation of €80.2 billion. Despite recent share price performance, we continue to see approximately 29% upside. Getty Images
Following our last update (Q3 results), we are back to comment on Eni S.p.A. (E). In our previous analysis, we noted falling oil prices compounded by OPEC+ production increases, and looking back, it already feels
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of E either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
July 01, 2026 16:05 ET | Source: Tsakos Energy Navigation
20-vessel newbuilding program on schedule
Shuttle tanker Anfield DP to be delivered in July 2026 in South Korea
$3.5 billion in minimum secured revenues
ATHENS, Greece, July 01, 2026 (GLOBE NEWSWIRE) -- TEN Ltd. (NYSE: TEN) (“TEN” or the “Company”), a leading diversified tanker and LNG operator, today announced the order of a second LNG carrier at Hyundai Heavy Industries in South Korea, with expected delivery in the first quarter of 2029.
With this order, TEN’s newbuilding program reaches 20 vessels, the first of which, the Anfield DP, a DP2 Shuttle tanker, is scheduled for delivery in late July 2026 with a minimum 10-year employment to a U.S. oil major, which, through extension options could stretch to 20 years.
“We are delighted to expand our presence in the ever-evolving LNG sector, a market we are actively participating in since 2007. The growing global energy demand fueled by geopolitical developments has increased the need for LNG as an alternative source,” Mr. George Saroglou, TEN’s President & COO stated.
ABOUT TEN LTD.
Founded in Bermuda in 1993 and celebrating 33 years as a public company, 24 of which on the NYSE, TEN is one of the first and most established public shipping companies in the world. TEN's diversified pro-forma energy fleet currently consists of 83 vessels, in excess of 11 million dwt.
FORWARD-LOOKING STATEMENTS
Except for the historical information contained herein, the matters discussed in this press release are forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from those predicted by such forward-looking statements. TEN undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.
For further information, please contact:
Company
Tsakos Energy Navigation Ltd.
George Saroglou
President & COO
+30210 94 07 710 [email protected]
Investor Relations / Media
Capital Link, Inc.
Nicolas Bornozis /Markella Kara
+212 661 7566 [email protected]
Golar LNG earns a reiterated buy rating as its FLNG execution shifts from vision to reality, with Gimi operational and Hilli and MKII progressing. GLNG's contracted EBITDA backlog stands at ~$17 billion, with the current asset base targeting over $800 million in annual run-rate adj. EBITDA before commodity upside. Argentina's eight-year SEFE offtake deal derisks part of the story, but full commercialization of remaining 4 mtpa volumes and project execution remain key risks.
Key Takeaways Williams is reportedly in advanced talks to acquire Momentum Midstream for about $5.5 billion.WMB would add Haynesville pipeline assets linking gas production to Gulf Coast LNG export facilities.Williams could strengthen its natural gas network as LNG export demand drives midstream investment. Williams Companies, Inc. (WMB - Free Report) is reportedly approaching a landmark acquisition that could significantly expand its footprint across the U.S. natural gas infrastructure sector. According to Bloomberg, the Tulsa, OK-based energy company is said to be in advanced negotiations to acquire Momentum Midstream for approximately $5.5 billion, a transaction that would rank among the largest acquisitions in its history. If finalized, the agreement would reinforce Williams' position as one of North America's premier natural gas pipeline operators while enhancing its ability to serve the rapidly growing liquefied natural gas (“LNG”) export market.
The potential acquisition reflects the accelerating demand for reliable midstream infrastructure as U.S. natural gas production and LNG exports continue to reach new heights. By integrating Momentum Midstream's strategically located assets, Williams would gain additional transportation capacity connecting prolific gas-producing regions to key Gulf Coast export terminals.
WMB Expands Strategic Pipeline NetworkWilliams has long established itself as a critical player in the American energy infrastructure industry. Operating more than 30,000 miles of natural gas pipelines, the company transports a substantial share of the nation's natural gas, connecting production basins with industrial users, utilities, power plants and export facilities.
The proposed acquisition of Momentum Midstream aligns perfectly with Williams' long-term strategy of investing in high-demand natural gas corridors. Rather than building entirely new infrastructure, acquiring an established operator provides immediate access to valuable pipeline assets, existing customer relationships and operational expertise.
Industry analysts view this transaction as a strategic move designed to capitalize on the sustained growth of U.S. LNG exports, particularly along the Gulf Coast, where several new export terminals are scheduled to begin operations over the coming years.
Momentum Midstream Brings Valuable Haynesville AssetsMomentum Midstream has steadily built an impressive portfolio of natural gas gathering and transportation assets throughout East Texas and Northern Louisiana, two regions that encompass the highly productive Haynesville Shale.
The company currently operates approximately 4,000 miles of pipeline infrastructure, serving an extensive customer base that includes 10 LNG facilities and 26 power plants. These assets are positioned within one of North America's most important natural gas production regions, making Momentum an attractive acquisition target for larger infrastructure companies seeking long-term growth.
Its management team has successfully expanded operations by acquiring and integrating strategic assets across the Haynesville region, creating a comprehensive network capable of efficiently transporting increasing volumes of natural gas.
Growing LNG Exports Drive Infrastructure InvestmentOne of the primary factors behind Williams' reported interest in Momentum Midstream is the rapidly expanding U.S. LNG industry.
The United States has already become the world's largest exporter of LNG and industry forecasts indicate international shipments could nearly double before the end of the decade, according to a report. Massive investments in LNG export terminals across Texas and Louisiana are expected to substantially increase demand for reliable pipeline infrastructure capable of moving natural gas from production fields to coastal processing facilities.
As export capacity grows, pipeline operators with direct access to the Haynesville basin stand to benefit from rising transportation volumes and long-term commercial agreements.
Acquiring Momentum would position Williams to capture a greater share of this expanding market while strengthening its role within the broader North American energy supply chain.
Haynesville Shale Remains a Premier Natural Gas BasinThe Haynesville Shale has become one of the most strategically important natural gas-producing regions in the United States due to its proximity to Gulf Coast LNG terminals.
Unlike production basins located farther inland, Haynesville producers enjoy shorter transportation distances to export facilities, reducing transportation costs while improving delivery efficiency. This geographical advantage has attracted substantial investment from producers, pipeline operators and infrastructure developers.
Williams' existing pipeline network already serves numerous major production areas. Adding Momentum Midstream's infrastructure would create additional connectivity between Haynesville production and rapidly expanding export markets.
Transaction Could Become One of Williams' Largest AcquisitionsThe reported $5.5 billion purchase price demonstrates the significant strategic value attached to premium midstream infrastructure.
According to the report, negotiations are continuing and although no final agreement has been announced. Bloomberg reported that a deal could be announced in about a week. There remains the possibility that the current owner, private equity firm EnCap Flatrock Midstream, could ultimately decide to retain the business if negotiations do not conclude successfully.
If completed, the acquisition would mark one of Williams' largest expansion moves in recent years, reinforcing its competitive position in the North American energy infrastructure market.
Midstream Consolidation Continues Across the Energy SectorThe potential Williams-Momentum transaction also highlights the broader consolidation trend occurring throughout the North American midstream industry.
As natural gas production continues to grow and export demand accelerates, larger operators are increasingly pursuing acquisitions that provide strategic geographic advantages and established infrastructure. Rather than developing entirely new pipeline systems, acquiring existing networks often enables companies to achieve faster growth while reducing development timelines and permitting challenges.
Momentum Midstream's assets represent exactly the type of strategically located infrastructure that larger operators seek as competition intensifies within key natural gas-producing regions.
Outlook for WMBIf WMB completes the acquisition of Momentum Midstream, it would significantly enhance the ability to transport growing natural gas volumes from the Haynesville basin to LNG export facilities along the Gulf Coast.
The expanded pipeline network would strengthen Williams' presence in one of the fastest-growing natural gas corridors in North America while positioning it to benefit from increasing global demand for cleaner-burning fuel sources.
As LNG export capacity continues expanding and international energy markets rely more heavily on U.S. natural gas supplies, investments in critical midstream infrastructure are expected to remain a central component of industry growth. The proposed acquisition illustrates Williams' commitment to expanding the operational scale, improving transportation capacity and reinforcing its leadership within the evolving North American energy landscape.
WMB's Zacks Rank & Key PicksCurrently, WMB has a Zacks Rank #3 (Hold).
Investors interested in the energy sector might look at some better-ranked stocks like Delek US Holdings (DK - Free Report) and Crescent Energy Company (CRGY - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) and Phillips 66 (PSX - Free Report) , carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Delek US is valued at $2.93 billion. It is a U.S.-based downstream energy company that focuses on refining crude oil and distributing petroleum products. Headquartered in Brentwood, TN, Delek US operates through two main segments: refining and logistics.
Crescent Energy is valued at $3.34 billion. It is an independent U.S. energy company engaged in the acquisition, exploration, development and production of crude oil, natural gas, and natural gas liquids. Crescent Energy operates primarily in the Eagle Ford, Permian and Uinta basins.
Phillips 66 is valued at $68.82 billion. It is a diversified energy company that refines crude oil, markets petroleum products, and operates midstream, chemicals, and renewable fuels businesses. Phillips 66 operates across the United States and internationally.
The logo of Italian energy company Eni is seen on a booth stand during the Nigeria International Petroleum Summit in Abuja, Nigeria February 11, 2020. Picture taken February 11, 2020.... Purchase Licensing Rights, opens new tab Read more
CompaniesDUBAI, June 29 (Reuters) - Abu Dhabi's XRG and Italy's Eni (ENI.MI), opens new tab have signed agreements with Argentina's state oil company YPF (YPFDm.BA), opens new tab to acquire minority stakes in three upstream blocks in the South American country, the two companies said in separate statements on Monday.
The blocks are connected to a major liquefied natural gas project that is set to advance Argentina's gas ambitions.
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XRG and Eni will each acquire a 32% stake in the blocks, while YPF will retain the remaining 36% shareholding.
The Meseta Buena Esperanza, Aguada Villanueva, and Las Tacanas blocks are part of the unconventional Vaca Muerta basin.
The three blocks are expected to play a key role in Argentina LNG, an upstream-midstream project targeting LNG capacity of 12 million tons per annum (mtpa).
The project is vital to Argentina and President Javier Milei, whose government needs to increase energy exports to bolster dollar reserves and build confidence in its ability to maintain a stable currency.
The upstream assets are expected to supply the gas volumes needed to feed floating LNG units, Eni and XRG said, without providing financial details.
XRG, the international investments arm of Abu Dhabi National Oil Company, was set up to hunt for acquisitions in natural gas, chemicals and energy solutions and has a target of 20 million to 25 million mtpa of LNG capacity by 2035.
Reporting by Federico Maccioni; Editing by Joe Bavier
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Key Takeaways Natural gas prices reached a 20-week high as LNG export flows and hotter forecasts lifted demand.Feed gas deliveries to nine major U.S. LNG terminals rose to 17.3 Bcf/d in June from 17.1 Bcf/d in May.EXE, RRC and GPOR offer direct exposure as heat, LNG demand and storage trends shape gas prices. Natural gas prices have climbed to a 19- to 20-week high as stronger liquefied natural gas (“LNG”) export flows and a hotter near-term weather outlook improve demand expectations. The move puts summer power demand, storage trends and export activity back at the center of the market narrative.
For now, investors may want to concentrate on natural gas-focused names such as Expand Energy (EXE - Free Report) , Range Resources (RRC - Free Report) and Gulfport Energy (GPOR - Free Report) , which offer more direct exposure to the commodity backdrop.
Heat-Driven Demand Supports Natural Gas PricesNatural gas prices strengthened last week as hotter weather forecasts boosted expectations for stronger demand. U.S. natural gas futures touched a 20-week high during the period, reaching about $3.44/MMBtu on June 25, before profit-taking ahead of contract expiration pulled prices lower on Friday. The rally reflected growing optimism that higher summer demand could tighten market conditions.
Warmer-than-normal weather expected through early July is likely to increase air-conditioning use across homes and businesses. Since gas-fired plants generate a large share of U.S. electricity, higher power demand typically lifts natural gas consumption. Forecasts also pointed to rising Lower 48 demand, including exports, over the coming weeks, providing additional support to natural gas prices.
Export Demand Adds Another TailwindStrong LNG exports are providing additional support to natural gas prices. Feed gas deliveries to the nine major U.S. LNG export terminals averaged 17.3 billion cubic feet per day (Bcf/d) in June, up from 17.1 Bcf/d in May. Higher exports reduce domestic supply and keep prices firm.
Part of the increase came from stronger flows to the Golden Pass LNG facility in Texas. Export activity also remained steady, although one U.S. LNG cargo originally headed to China was later redirected to South Korea, highlighting healthy overseas demand despite changing trade routes.
High Storage Levels May Limit Further GainsDespite recent price strength, natural gas inventories remain comfortably above normal. Working gas in storage totaled 2,835 Bcf for the week ended June 19 after a weekly build of 76 Bcf, indicating that supplies are still sufficient.
Storage levels were 152 Bcf above the five-year average, leaving inventories nearly 6% higher than usual for this time of the year. Unless hotter weather and stronger LNG exports significantly slow storage injections, the ample supply could limit further upside in natural gas prices.
What the Natural Gas Market Is SignalingNatural gas fundamentals have improved compared with the softer spring period. Stronger electricity demand from hot weather, healthy LNG exports and firmer futures prices have helped improve market sentiment and supported the recent rally.
However, the market is not free from risks. Above-average storage levels continue to provide a supply cushion, meaning that sustained price gains will likely depend on continued hot weather and strong export demand in the weeks ahead.
3 Natural Gas Stocks Worth a Closer LookExpand Energy: Expand Energy has emerged as the largest natural gas producer in the United States after completing the Chesapeake-Southwestern merger. With a strong footprint in the Haynesville and Marcellus basins, the company is well-positioned to benefit from rising natural gas demand fueled by LNG exports, growing AI and data-center power needs, EV adoption and broader electrification trends.
The Zacks Consensus Estimate for Expand Energy’s 2026 earnings per share indicates a 42.6% year-over-year improvement. The firm, with a Zacks Rank #3 (Hold), has a trailing four-quarter earnings surprise of roughly 4.1%, on average. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Range Resources: Range Resources is a pure-play Appalachian producer focused on natural gas, with a leading position in the Marcellus shale supported by decades of high-quality inventory. Its operations emphasize efficient development of contiguous acreage, enabling low-cost production and durable free cash flow. The company benefits from diversified market access, supplying natural gas and liquids to domestic, LNG and international demand centers.
Range Resources beat the Zacks Consensus Estimate for earnings in each of the last four quarters. The natural gas producer, currently a #3 Ranked stock, has a trailing four-quarter earnings surprise of roughly 14.3%, on average.
Gulfport Energy: Gulfport Energy is a natural gas-weighted E&P company with core operations in the Utica and Marcellus shales, complemented by SCOOP assets. Its portfolio emphasizes low-breakeven, high-return drilling inventory and diversified takeaway capacity to premium markets, including Gulf Coast LNG demand. The firm, with a Zacks Rank of 3, focuses on disciplined capital allocation, operational efficiency, and expanding inventory through acquisitions and delineation.
The Zacks Consensus Estimate for the company’s 2026 earnings per share indicates 28.7% year-over-year growth. Gulfport Energy has a market capitalization of nearly $3 billion.
Golar LNG's 2nd Quarter 2026 results will be released before the market opens on Thursday, August 13, 2026. In connection with this a webcast presentation will be held at 08:00am Eastern Time (1:00pm London Time) on Thursday August 13, 2026. The presentation will be available to download from the Investor Relations section at www.golarlng.com
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SummaryFourth VLCC loading at Ras Tanura on Monday -dataIran increases oil loadings at Kharg Island -WindwardTwo VLCCs head to UAE port for loading -dataQatar, ADNOC LNG tankers head to India, China -dataSINGAPORE, June 29 (Reuters) - Middle East producers are pushing ahead with loading oil and liquefied natural gas despite fresh ship attacks in the Strait of Hormuz and renewed strikes between the U.S. and Iran in recent days, shipping data showed.
Energy shipping in the strait slowed after attacks on a container ship on Thursday and an oil tanker on Saturday sparked fresh tit-for-tat strikes, straining Washington and Iran's interim peace deal.
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But on Sunday, a U.S. official said the two countries had agreed to halt recent hostilities and renew talks over the strategically important waterway.
On Monday, a fourth Very Large Crude Carrier, capable of carrying 2 million barrels of oil, was seen loading at Saudi Arabia's Ras Tanura terminal, LSEG data showed, even after a helicopter belonging to the company crashed on Sunday, killing 14 people. The cause of the crash was unknown.
Three other VLCCs have loaded oil and gone dark since leaving the terminal over the weekend, according to the data. Going dark refers to vessels with their transponders switched off to reduce the risk of attack while sailing through the Gulf.
One of these supertankers emerged on Monday, having exited the strait, and is now heading for Japan, the data showed.
Two VLCCs entered the strait on Sunday and have docked at a United Arab Emirates terminal to load crude, LSEG data showed.
Saudi Aramco declined to comment.
The Abu Dhabi National Oil Co said the company does not comment on the position, movements and routing of its vessels as a matter of policy.
IRAN ACCELERATES OIL LOADINGSIran is also accelerating oil loadings after Washington waived sanctions on its exports for 60 days.
Tehran loaded simultaneously at both of its export terminals at Kharg Island on Saturday for the first time in nearly a week, according to maritime intelligence firm Windward.
Kpler data showed Iranian-flagged VLCCs Dan and Hawk, entered the strait on Saturday, while about 8 million barrels of Emirati and Qatari crude moved out on four VLCCs during the weekend. The National Iranian Oil Co could not be immediately reached for comment.
Rising exports from the Gulf, a region that accounts for a third of the world's oil supplies, are sending global oil prices lower, with Brent down 10.6% last week, its third weekly decline, although the fresh weekend strikes lifted prices on Monday.
"If you take the view that the Strait will continue with an uneven re-opening in the weeks and months ahead, then crude oil right here is reasonably priced with a downward bias," said IG markets analyst Tony Sycamore.
"However, if you feel the risks are that one of these weekend flare-ups leads to the conflict re-igniting more broadly then crude oil prices here are just way too cheap."
QATAR, UAE CONTINUE LNG EXPORTSOn liquefied natural gas, two additional ballast tankers appeared on ship-tracking data in the west of the strait on June 26 after going dark, while two other loaded LNG tankers have exited Hormuz.
The Al Kharaitiyat is heading to Kuwait after loading at Qatar's Ras Laffan terminal while another QatarEnergy-controlled vessel, the Al Kharsaah, is waiting off Qatar, Kpler ship-tracking data showed.
Meanwhile, the ADNOC-controlled Mraweh, which loaded at UAE's Das Island on June 21, is scheduled to deliver its cargo to the Dahej terminal on India's west coast on July 5, according to Kpler data. Al Hamla, controlled by QatarEnergy, transporting a cargo loaded at Ras Laffan on June 18, is scheduled to reach China on July 3, LSEG and Kpler data showed.
QatarEnergy did not immediately respond to an email seeking comment.
Reporting by Florence Tan and Emily Chow; Editing by Kate Mayberry
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While liquefied natural gas (LNG) stocks, such as Cheniere Energy (LNG 1.64%), have been traded as a proxy for negotiations over the immediate reopening of the Strait of Hormuz, the reality is that the impact will last longer than many think. In addition, Cheniere recently provided a positive update on the most important part of the stock's investment case.
The company recently told investors about "the substantial completion of Train 6 of the Corpus Christi Liquefaction (CCL) Stage 3 Project in Texas." LNG trains are "trains" of independent equipment that take natural gas and convert it into LNG for export. The more trains, the more LNG export capacity.
Today's Change
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Cheniere plans seven additional mid-scale trains for CCL, adding more than 10 million tonnes per annum (mtpa) and raising CCL's capacity above 25 mtpa, as well as the overall company capacity to 55 mtpa. Another two trains (8 & 9) will add 5 mtpa by the end of 2028, and expansion projects at Sabine Pass (SBL) mean the company has "line of sight to potentially surpass 100 mtpa of LNG production capacity by the mid-2030s."
For reference, Qatar exported about 110 mtpa via the Strait in 2025.
Why it matters to investors Cheniere de-risks its expansion projects by signing long-term offtake agreements before making an investment decision, so one of the greatest risks in its business is the execution and timing of expansions. As such, the news that CCL is on track is excellent.
Image source: Getty Images.
Moreover, thinking longer-term, a reopening of the Strait will obviously ease concerns about LNG supply. Still, it will take years for Qatar to fully restore the 17% of its capacity damaged by attacks. In addition, energy companies usually sign long-term LNG supply contracts, and they might not be as willing to do so with Qatar/UAE now, given the ongoing instability in the region and Iran's demonstrated ability and willingness to close the Strait. And there's the question of insurers charging extra premiums for shipping through the Strait.
As such, even if a ceasefire holds and the Strait is permanently reopened, the threat of future disruption may still confer a competitive advantage on Cheniere. It may also negatively affect Qatar's financial viability in pursuing its own expansion plans.
Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Cheniere Energy. The Motley Fool has a disclosure policy.
The outbreak of hostilities between the U.S. and Iran at the end of February sent energy markets into turmoil. When the Strait of Hormuz was temporarily closed, traders suddenly faced the prospect of a major disruption to global oil supplies. Brent crude briefly surged above $100 per barrel as did U.S. benchmark West Texas Intermediate (WTI) crude.
Those fears have eased as ceasefire negotiations and ongoing diplomatic talks reduced the risk of a prolonged conflict. Brent has since retreated to roughly $77 per barrel while WTI has fallen to around $73. Yet one corner of the energy market may still be benefiting from the aftershocks: U.S. liquefied natural gas exporters.
Europe Is Now Dependent on American LNG Oil grabbed the headlines during the Iran conflict, but natural gas may prove to be the more important long-term story.
According to data from Columbia University’s Center on Global Energy Policy, U.S. LNG accounted for roughly 64% of Europe’s imported LNG supplies during the height of the Iran crisis and Strait of Hormuz disruption. Even today, that figure remains just below 60%.
The shift did not happen overnight. Europe was already replacing Russian gas supplies following sanctions tied to Russia’s invasion of Ukraine. The Middle East conflict only accelerated that trend.
The Center’s data also shows the U.S. has become Europe’s second-largest overall gas supplier behind Norway. That dependence has created a powerful structural tailwind for exporters such as Cheniere Energy (NYSE:LNG | LNG Price Prediction), the largest U.S. LNG exporter.
Yet investors would never know it from the stock chart. By the end of March, shares of Cheniere had peaked alongside global gas prices. Since then, Cheniere has fallen 23%, while Venture Global (NYSE:VG) has declined 42%.
Why Investors Turned Bearish First, U.S. LNG exporters face a capacity problem. America has abundant natural gas reserves but lacks enough liquefaction facilities to export substantially more fuel than it already does. Most major export terminals are operating near full capacity. That means companies cannot dramatically increase volumes even when international prices spike.
Meanwhile, domestic production remains elevated. Combined with mild weather, U.S. storage inventories have risen above historical averages, keeping domestic natural gas prices under pressure.
Investors also recognized that some of the extraordinary profits generated during the Iran conflict were unlikely to be repeated. Companies such as Venture Global benefited from selling uncontracted cargoes into the spot market when prices surged. As global gas prices normalized, those windfall revenues disappeared.
That shift is especially concerning for heavily leveraged exporters whose balance sheets looked stronger when spot prices were setting records.
Winter Could Change the Narrative Surprisingly, the strongest catalyst for Cheniere may not be another geopolitical crisis. It could simply be winter.
Europe entered 2026 with natural gas storage levels near five-year lows. Industry estimates suggest inventories were roughly 140 LNG cargoes below normal safety levels after spring supply disruptions. That leaves European utilities vulnerable if temperatures fall below seasonal norms.
For Cheniere, a winter-driven demand surge would look very different from the speculative rally fueled by the Iran conflict. Instead of relying on volatile spot prices, the company would benefit from maximum utilization of its long-term contracted export capacity and stronger cash collections. That is because stable cash flow tends to support valuations more effectively than short-lived commodity spikes.
Wall Street appears to agree. Analysts continue to maintain a consensus Buy rating on Cheniere, with average price targets near $303 per share, implying 31% upside.
Key Takeaway In short, Cheniere Energy’s 23% decline reflects concerns about export capacity limits, lower spot gas prices, and fading Iran-war profits. Those concerns are real.
Yet Europe’s dependence on American LNG remains intact. U.S. suppliers still account for nearly 60% of Europe’s LNG import.. With European storage levels entering winter near multi-year lows and Qatar’s damaged export infrastructure unlikely to be fully restored anytime soon, demand for Gulf Coast LNG remains firmly in place.
Ultimately, Cheniere doesn’t need another Middle East crisis to recover. It simply needs a cold European winter and continued demand for American gas. For patient investors, that may be enough.
Russian Prime Minister Mikhail Mishustin attends the Brazil–Russia Business Forum meeting at the Itamaraty Palace in Brasilia, Brazil, February 5, 2026. REUTERS/Adriano Machado Purchase Licensing Rights, opens new tab
CompaniesMOSCOW, June 18 (Reuters) - Russia's second new domestically-built ice-class carrier for transporting liquified natural gas (LNG) is ready to enter into service and its commissioning ceremony will take place on Thursday, Prime Minister Mikhail Mishustin said.
Mishustin said that the ceremony for the vessel, the "Konstantin Posiet," will take place at the Zvezda shipyard in Russia's far eastern Primorsky region.
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The ships are designed to be able to transport LNG from Russia's Arctic projects to Asian and other markets all year-round regardless of harsh conditions.
Zvezda, one of Russia's most advanced shipbuilding facilities, specialises in building large Arc7 ice-class tankers capable of breaking through ice up to two metres thick.
The shipyard was meant to build 15 tankers for Russia's Arctic LNG-2 project, but sanctions imposed over the conflict in Ukraine have caused delays and difficulties.
Sovcomflot (FLOT.MM), opens new tab, Russia's largest shipping company, took delivery of the "Alexei Kosygin," the first domestically- built ARC 7 ice-class tanker, in December of last year.
Reporting by Oksana Kobzeva; Writing by Anastasia Teterevleva Editing by Andrew Osborn
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European Union flags flutter outside the European Commission headquarters in Brussels, Belgium April 29, 2026. REUTERS/Yves Herman/File Photo Purchase Licensing Rights, opens new tab
SummaryCompaniesLetter to ship broker says marketing, trading Russian LNG forbidden for EU operatorsCompanies have said EU ban was vague on selling Russian LNG outside EUTotalEnergies, Naturgy and SEFE all import Russian LNG under long-term contractsPARIS, June 19 (Reuters) - EU-based companies will be prohibited from selling Russian liquefied natural gas next year, even if buyers are located outside the EU, according to a letter seen by Reuters on Thursday.
"The ban prohibits companies to trade/market Russian LNG to third countries as it is not relevant whether the Russian LNG is destined for the EU or not," said the letter dated June 1 from the office of EU Energy Commissioner Dan Jorgensen, addressed to Poten and Partners, a shipping brokerage and LNG advisory.
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While the European Union voted to stop importing Russian gas by 2027 in response to Moscow's war with Ukraine, several EU-based companies holding long-term contracts for Russian LNG have said those rules, coupled with sanctions against Russia, were unclear about whether firms would be able to divert those cargoes to buyers outside the EU.
"The transfer of Russian LNG by Union operators irrespective of final destination is prohibited in the context of the LNG ban," the letter states.
A Commission spokesperson said on Friday the letter reflected updated guidance released in late 2025.
Last year, the EU imported 14.94 million metric tons from the Yamal LNG project in Russia's western Arctic, a figure that looks set to rise so far this year. France's TotalEnergies (TTEF.PA), opens new tab, Germany's SEFE and Spain's Naturgy (NTGY.MC), opens new tab all hold long-term purchase contracts.
FIRMS COUNTED ON DIVERTING CARGOESTotal, which owns a 20% stake in Yamal, said in February that if it were prohibited from marketing that gas outside the EU it would consider selling its stake.
Total CEO Patrick Pouyanne said earlier this month he still had not received clarity on the matter from authorities, after receiving conflicting legal advice.
TotalEnergies declined to comment on the letter on Thursday.
Naturgy (NTGY.MC), opens new tab warned in its 2025 annual report that the import ban would affect 10.95 billion euros ($12.57 billion) in purchase commitments for Russian gas.
Manuel García Cobaleda, Naturgy's general counsel, told Reuters in a February interview that the EU sanctions were designed to be able to allow companies to invoke "force majeure," legally relieving them from obligations to comply with their purchase contracts.
"But as with any force majeure, civil law states, and the contract also states, that in order to invoke it, all parties have to make an effort to mitigate the damage... These mitigation efforts include, among other things, being able to send those volumes to places other than Europe," Garcia Cobaleda said.
Naturgy did not respond to requests for comment on Thursday.
A spokesperson for SEFE said on Friday the letter was consistent with their understanding of the LNG ban and sanctions, and that they would comply.
Other Yamal shareholders include private Russian firm Novatek (NVTK.MM), opens new tab (60%) and China's CNPC (20%).
($1 = 0.8712 euros)
Reporting by America Hernandez in Paris and Pietro Lombardi in Madrid; Editing by Susan Fenton, Elaine Hardcastle
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ATHENS, Greece, June 18, 2026 (GLOBE NEWSWIRE) -- Capital Clean Energy Carriers Corp. (NASDAQ: CCEC), an international owner of ocean-going vessels (the "Company," "CCEC," "we" or "us"), today announced that it has successfully taken delivery of the LNG Carrier ("LNG/C") 'Agamemnon'.
Following its delivery on June 17, 2026, the LNG/C Agamemnon (HD Hyundai Samho Co., Ltd., 174,000 cbm) has commenced its previously announced time charter with a major energy company through March 2027. Upon completion of that charter, the vessel will, at the Company's option, commence either the long-term charter originally allocated to LNG/C Athlos or the one allocated to LNG/C Archon, with firm periods of five years and seven years, respectively, each including an additional five-year option at the charterer's discretion.
The acquisition of LNG/C Agamemnon was funded using cash on hand together with a new senior secured bridge loan facility of $216.0 million. This facility will be refinanced in July 2026 upon the drawdown of an eight-year JOLCO facility in the amount of $216.0 million.
Agamemnon is the 14th latest-generation LNG/C delivered to the Company. CCEC's under-construction fleet also includes seven additional latest-generation LNG/Cs, scheduled for delivery between the third quarter of 2026 and the first quarter of 2029.
About Capital Clean Energy Carriers Corp.
Capital Clean Energy Carriers Corp. (NASDAQ: CCEC), an international shipping company, is a leading platform of gas carriage solutions with a focus on energy transition. CCEC’s in-the-water fleet includes 18 high specification vessels, including 14 latest generation LNG/Cs, one legacy Neo-Panamax container vessel, one dual-fuel medium gas carrier and two handy LCO2/multi-gas carriers. In addition, CCEC’s under-construction fleet includes seven additional latest generation LNG/Cs, five dual-fuel medium gas carriers, two handy LCO2/multi-gas carriers and one LNG DF Bunkering vessel to be delivered between the third quarter of 2026 and the first quarter of 2029.
For more information about the Company, please visit: www.capitalcleanenergycarriers.com
Forward-Looking Statements
The statements in this press release that are not historical facts, including, among other things, statements related to CCEC’s delivery of strategic goals, ability to pursue growth opportunities and expectations or objectives regarding future vessel deliveries and share repurchase, charter rate and revenue expectations, are forward-looking statements (as such term is defined in Section 21E of the Securities Exchange Act of 1934, as amended). These forward-looking statements involve risks and uncertainties that could cause the stated or forecasted results to be materially different from those anticipated. For a discussion of factors that could materially affect the outcome of forward-looking statements and other risks and uncertainties, see “Risk Factors” in our annual report filed with the SEC on Form 20-F for the year ended December 31, 2025, filed on April 27, 2026. Unless required by law, CCEC expressly disclaims any obligation to update or revise any of these forward-looking statements, whether because of future events, new information, a change in its views or expectations, to conform them to actual results or otherwise. CCEC does not assume any responsibility for the accuracy and completeness of the forward-looking statements. You are cautioned not to place undue reliance on forward-looking statements.
HOUSTON--(BUSINESS WIRE)--NextDecade Corporation (“NextDecade”) (NASDAQ: NEXT) announced today that its partially-owned subsidiary, Rio Grande LNG, LLC (“RGLNG”) intends to offer and sell, subject to market and other conditions, senior secured notes (the “Senior Secured Notes”), in a private offering to persons reasonably believed to be qualified institutional buyers in reliance on Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”) and to non-US persons outside the United States only in compliance with Regulation S under the Securities Act.
RGLNG intends to use the net proceeds from any offering of Senior Secured Notes to (i) repay a portion of the outstanding borrowings under its existing credit agreements, (ii) to pay related fees and expenses thereto and (iii) pay or reserve for payment of interest rate hedge termination payments, as applicable. The Senior Secured Notes would rank pari passu to RGLNG’s existing term loan facilities, working capital facility, senior secured notes, and senior secured loans.
The offer of the Senior Secured Notes has not been and will not be registered under the Securities Act, or the securities laws of any other jurisdiction, and the Senior Secured Notes may not be offered or sold in the United States absent registration under the Securities Act or an applicable exemption from the registration requirements of the Securities Act and applicable state securities laws. The Senior Secured Notes are being offered only to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act and to non-U.S. persons outside the United States only in compliance with Regulation S under the Securities Act.
This press release does not constitute an offer to sell or the solicitation of an offer to buy any of these Senior Secured Notes, nor shall there be any sale of these Senior Secured Notes in any jurisdiction in which such offer, solicitation, or sale of these Senior Secured Notes would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
About NextDecade Corporation
NextDecade is committed to providing the world access to reliable, cleaner energy. We are focused on delivering secure and affordable energy through the safe and efficient development and operation of natural gas liquefaction capacity at Rio Grande LNG. Through our subsidiaries, we are constructing and developing the Rio Grande LNG natural gas liquefaction and export facility near Brownsville, Texas, with approximately 48 MTPA of potential liquefaction capacity currently under construction or in development, sufficient space at the site for up to 10 liquefaction trains, and a potential carbon capture and storage project. NextDecade’s common stock is listed on the Nasdaq Stock Market under the symbol “NEXT.” NextDecade is headquartered in Houston, Texas.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of U.S. federal securities laws. The words “anticipate,” “contemplate,” “estimate,” “expect,” “project,” “plan,” “intend,” “believe,” “may,” “might,” “will,” “would,” “could,” “should,” “can have,” “likely,” “continue,” “design,” “assume,” “budget,” “guidance,” “forecast,” and "target," and other words and terms of similar expressions are intended to identify forward-looking statements, and these statements may relate to the business of NextDecade and its subsidiaries. These statements have been based on assumptions and analysis made by NextDecade in light of current expectations, perceptions of historical trends, current conditions and projections about future events and trends and involve a number of known and unknown risks, which may cause actual results to differ materially from expectations expressed or implied in the forward-looking statements. Although NextDecade believes that the expectations reflected in these forward-looking statements are reasonable, it can give no assurance that the expectations will prove to be correct. NextDecade’s actual results could differ materially from those anticipated in these forward-looking statements as a result of a variety of factors, including those discussed in NextDecade’s periodic reports that are filed with and available from the Securities and Exchange Commission. Additionally, any development of additional expansion trains at the Rio Grande LNG Facility or CCS projects remains contingent upon receipt of requisite governmental approvals, execution of definitive commercial and financing agreements, securing all financing commitments and potential tax incentives, achieving other customary conditions and making a final investment decision to proceed. The forward-looking statements in this press release speak as of the date of this release. NextDecade may from time to time voluntarily update its prior forward-looking statements, however, it disclaims any commitment to do so except as required by securities laws.
Key Takeaways CVE derives roughly 95% of its conventional and 75% of its offshore production from natural gas and NGLs.Assets across Montney, Kakwa, Wapiti and the Asia-Pacific region provide a diversified, gas-focused platform.Rising LNG exports are expected to lift gas demand and improve revenue potential across CVE's gas-rich assets. Cenovus Energy Inc. (CVE - Free Report) operates a diversified portfolio that includes oil sands, conventional oil and gas assets, offshore operations and refining facilities across Canada and the United States. While Cenovus is widely recognized for its oil production, its Conventional and Offshore segments maintain significant exposure to natural gas and natural gas liquids (NGLs) demand. With natural gas and NGLs accounting for roughly 95% of conventional and 75% of offshore production in the first quarter of 2026, CVE is well-positioned to benefit from the growing global demand for liquefied natural gas (LNG).
Cenovus' extensive resource base strengthens its ability to capitalize on this trend. Key assets such as the Elmworth gas plant, interests in the Kakwa and Wapiti areas, the Northern Corridor and the company’s vast Montney acreage provide access to some of Canada's most productive natural gas regions. Combined with the Rainbow Lake complex and offshore assets in the Asia-Pacific region, CVE’s operations provide a diversified and scalable production platform.
According to the U.S. Energy Information Administration (“EIA”), U.S. LNG exports are expected to increase from 15.1 billion cubic feet per day (Bcf/d) in 2025 to 18.6 Bcf/d in 2027. Growing LNG exports are expected to support stronger natural gas demand, enhancing the value of Cenovus' gas-rich assets. Higher gas demand is likely to increase NGL realizations, unlocking revenue growth across offshore and conventional operations.
EQT & VG to Gain From Growing LNG DemandGrowing LNG demand is set to benefit energy companies like EQT Corporation (EQT - Free Report) ,a producer ofnatural gasand Venture Global (VG - Free Report) , a producer and exporter of LNG.
A strong footprint in the Marcellus Shale positions EQT to benefit from rising natural gas demand, driven by increasing LNG exports and data center expansion. To capture this momentum, EQT plans to invest $580–$640 million in high-return infrastructure projects in 2026. Backed by a vast, low-risk drilling inventory spanning more than 30 years, EQT is strategically positioned to supply the world's evolving long-term energy needs.
Louisiana-based Venture Global delivers low-cost LNG to global markets. The company is expanding its strategic infrastructure to achieve annual production capacity of 68 million tons. The low-cost operating model of VG strengthens its competitive advantage, anchoring its role as a premier supplier of global LNG.
CVE’s Price Performance, Valuation & EstimatesCenovus shares have gained 80.8% over the past year compared with 53.4% growth of the industry.
Image Source: Zacks Investment Research
From a valuation standpoint, CVE trades at a trailing 12-month enterprise-value-to-EBITDA (EV/EBITDA) of 6.31X. This is below the broader industry average of 6.59X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CVE's 2026 earnings has remained constant over the past seven days.
Image Source: Zacks Investment Research
CVE currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
FILE PHOTO: Coal barges are pictured as they queue to be pulled along Mahakam river in Samarinda, East Kalimantan province, Indonesia, August 31, 2019. Picture taken August 31, 2019.... Purchase Licensing Rights, opens new tab Read more
SummaryLNG crunch pushes Newcastle coal index to near 2-year highIndonesia output down, policy chaos seen driving exports lowerEl Nino could fuel Asian demand surgeRussia supply woes add to tightening global coal marketSINGAPORE/BEIJING, June 16 (Reuters) - A deadly mining accident in China's biggest coal-producing region and mounting policy chaos around Indonesian exports are choking global supplies, which analysts and industry officials say could boost prices as liquefied natural gas (LNG) supplies remain tight due to the U.S.-Israeli war on Iran.
The war in Iran halted shipping in the Strait of Hormuz - through which, during normal times, a fifth of global oil and LNG supplies passes - triggering purchases of high-grade coal by Japan and South Korea and pushing the Newcastle benchmark to near two-year highs of over $150 a metric ton.
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However, purchases of lower-grade coal - typically from top exporter Indonesia - have been soft due to tepid demand from China and India, which have leaned upon sufficient inventories and renewable output to meet power demand.
That is changing after a fatal explosion at a Shanxi mine last month, analysts say, with the accident triggering sweeping safety inspections in the province and tightening domestic supplies.
China's June thermal coal imports are expected to rise 27.6% from a year earlier to 27.8 million metric tons to meet higher seasonal demand as local supply tightens, DBX Commodities CEO Alexandre Claude said - a substantial increase relative to tepid demand until May.
In addition, Indonesia's plan to bring all coal exports under the control of a new state-run company called Danantara has compounded the uncertainty.
"Shanxi safety curbs, Indonesia's Danantara transition tightened seaborne supply," Claude said. "The inventory cushion has thinned. With demand firm and supply constrained, near-term price risk remains skewed to the upside."
For the first four months of this year, Indonesia's thermal coal production was down 7% from a year earlier, said Scott Dendy, the executive director at McCloskey, a consultancy. He added that exports could decline by about 11% this year to 446 million tons if production tracks current pace.
The disruptions come as Southeast Asian economies that typically buy Indonesian coal are cranking up their coal-fired power capacity.
Hotter weather is driving higher coal use in Vietnam and the Philippines, while tighter gas supplies in Thailand are expected to push imports higher this year, said Vasudev Pamnani, director at India-based I-Energy Resources.
FALLOUT FROM IRAN WAR, EL NINO INCOMINGThe fallout from the Iran war alone is expected to drive an additional 70 million tons of coal consumption across the Asia-Pacific region in 2026, consultancy Rystad Energy said in a June note.
While LNG supplies are expected to rise after the U.S. and Iran agreed on a framework to reopen the Strait of Hormuz, officials say a return to normal supply levels will take weeks and getting back to pre-war production levels could take years.
That additional demand comes as global supply is expected to decline 5.7% to 985 million tons in 2026, said Bryan Lim, business development manager at Argus, a consultancy, with analysts expecting an approaching El Nino to further boost demand.
Peng Qihua, associate professor at Nanjing University's School of Atmospheric Sciences, said drought-like conditions in northern China could hurt hydropower output and hotter weather could drive air-conditioning demand.
Lower hydropower output typically pushes coal use higher in China. And major coal producers are also facing issues affecting their exports, McCloskey's Dendy said.
In Russia, the world's third-largest coal exporter, output is down as roughly two-thirds of producers are operating at a loss due to a stronger rouble and rising transportation costs, he said.
Dendy expects Australia's exports to rise this year, but analysts expect higher mining costs and restricted diesel supplies to choke output.
South Africa is drawing increased interest from Indian buyers seeking alternatives to uncertain Indonesian supplies, Pamnani said, but DBX expects "lumpy vessel clearances and shipment timing" to hurt exports in June.
Reporting by Sudarshan Varadhan in Singapore and Sam Li and Colleen Howe in Beijing; Editing by Thomas Derpinghaus
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Sudarshan currently reports on the evolving energy landscape in Asia, as the region tries to strike a balance between ensuring reliable electricity supply and fighting climate change. In his previous avatar, he reported on sanctions-era global trade, human rights violations, labor movements, environmental offences and natural disasters in India for six years. During his nine years as a Reuters correspondent, he has attempted to lend a global perspective to small-town issues.
NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Clean Energy Fuels Corp. (Nasdaq: CLNE), North America’s largest provider of the cleanest fuel for the transportation market, announced it has been awarded two separate contracts to design and install liquefied natural gas (LNG) fueling systems for gas-to-power applications in Puerto Rico. The projects signed with P.R. Energy Partners and a global healthcare supplier will provide energy security and resiliency to both companies.
"These projects demonstrate the reliability and scalability of our engineered LNG solutions and will help strengthen energy resilience on the island.”
Share Under the agreement with the healthcare products supplier, Clean Energy will provide LNG station equipment and installation to support its local pharmaceutical manufacturing operations. The company has committed to ensuring energy reliability for its operations in Puerto Rico choosing natural gas and an LNG station as its dependable energy source for its operations.
Clean Energy has also entered into an agreement with P.R. Energy Partners, a Puerto Rican end-to-end energy solutions distributer and infrastructure developer. For this project, Clean Energy will design and build an LNG supply station that will fuel a six-megawatt combined heat and power plant (CHP) supporting their luxury residential and hotel operations in Puerto Rico.
“P.R. Energy Partners is committed to providing our customers with clean, reliable power as well as contributing to a more robust and stable energy grid for our island of Puerto Rico,” said Eduardo M. Cortes, Managing Partner at P.R. Energy Partners.
“There are several firsts for Clean Energy with these two agreements as we expand our LNG infrastructure offering to a new customer base in Puerto Rico,” said Sean Columbia, General Manager of CE Technologies at Clean Energy. “Being chosen as the trusted partners and experts in natural gas & LNG supply systems is a confirmation of our expansion into different energy services. These projects demonstrate the reliability and scalability of our engineered LNG solutions and will help strengthen energy resilience on the island.”
These agreements mark Clean Energy’s first LNG supply infrastructure deals in Puerto Rico, together fueling 10-megawatts of total installed power.
By delivering modular LNG fueling infrastructure, Clean Energy allows customers to transition to more dependable energy systems and can deliver both primary and backup power across diverse applications, including manufacturing facilities, hospitals, data centers, port operations during LNG marine bunkering, industrial zones, and power generation sites in grid-constrained markets.
LNG is a cleaner-burning fuel that helps reduce emissions compared to traditional energy sources like diesel or fuel oil. By switching to LNG, companies can support better air quality while maintaining reliable and efficient power for their operations.
About Clean Energy
Clean Energy Fuels Corp. is the country’s largest provider of the cleanest fuel for the transportation market. Our mission is to decarbonize transportation through the development and delivery of renewable natural gas (RNG), a sustainable fuel derived by capturing methane from organic waste. Clean Energy allows thousands of vehicles, from airport shuttles to city buses to waste and heavy-duty trucks, to reduce their amount of climate-harming greenhouse gas. We operate a vast network of fueling stations across the U.S. and Canada as well as RNG production facilities at dairy farms. Visit www.cleanenergyfuels.com and follow @ce_renewables on X and LinkedIn.
Forward-Looking Statements
This news release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended, that involve risks, uncertainties and assumptions, including without limitation the timing and scope of design and installation projects; the security, resiliency, reliability, scalability, efficiency, and dependability of Clean Energy’s and its partners’ offerings; the amount of LNG to be supplied; and the environmental and other benefits of LNG. The forward-looking statements made herein speak only as of the date of this press release and, unless otherwise required by law, Clean Energy undertakes no obligation to publicly update such forward-looking statements to reflect subsequent events or circumstances. Additionally, the reports and other documents Clean Energy files with the SEC (available at www.sec.gov) contain risk factors, which may cause actual results to differ materially from the forward-looking statements contained in this news release.
A tree decorates the lounge of Houston-based liquefied natural gas company Cheniere during the LNG 2023 energy trade show in Vancouver, British Columbia, Canada, July 13, 2023. REUTERS/Chris... Purchase Licensing Rights, opens new tab Read more
CompaniesHOUSTON, June 16 (Reuters) - Cheniere Energy (LNG.N), opens new tab does not expect developing countries to rely solely on the U.S. for their energy security, its Chief Financial Officer, Zach Davis, said on Tuesday.
“I don’t see many countries in the developing world, especially at this moment in time, trusting 100% of their energy security to the U.S.,” Davis told an engineering, procurement and construction conference in Houston.
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His comments came as details started to emerge of an interim deal to end the U.S.-Iran war and reopen the Strait of Hormuz, a key waterway that carried roughly 20% of global oil and gas supplies before it was blocked off by the conflict earlier this year. Qatar's LNG exports, which flow through the strait, have been severely disrupted since.
Davis said diversification of liquefied natural gas supply is critical for emerging economies, helping ensure affordability and reduce risks to supply. He added that Qatar plays an important role in global LNG markets and said Cheniere would welcome its fuller return, as it would enhance supply diversity.
Qatar’s LNG is typically priced against Brent crude, unlike U.S. cargoes which are linked to Henry Hub gas prices, offering buyers a wider range of pricing options, Davis said.
Cheniere, the largest LNG exporter in the U.S. and the world’s second-largest producer, is prioritizing long-term demand growth over short-term gains from elevated LNG prices, he added.
“Creating demand is more important than capturing margins in the current price environment,” Davis said.
He said the company remains disciplined in its expansion strategy, focusing on shareholder value rather than scale.
While Cheniere has the financial capacity to fund a $20 billion expansion, it has opted to approve a smaller, roughly $6 billion expansion at its Sabine Pass facility.
“We’re focused on creating value, not chasing the title of the world’s largest LNG company,” Davis said.
Reporting by Curtis Williams in Houston; Editing by Chizu Nomiyama and Nathan Crooks and Aurora Ellis
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Exxon Mobil logo and stock graph are seen through a magnifier displayed in this illustration taken September 4, 2022. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
CompaniesCAPE TOWN, June 17 (Reuters) - Exxon Mobil (XOM.N), opens new tab has signed a preliminary deal to supply liquefied natural gas to South Africa's Zululand Energy Terminal, which will be the country's first LNG import facility once built, the companies said on Wednesday.
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The planned terminal is part of South Africa's pivot away from coal-fired power generation, which accounts for the bulk of the country's electricity supply.
Reuters reported in March that the Zululand Energy Terminal (ZET) hoped to strike a deal with Exxon Mobil on LNG supplies in the coming months.
The participation of Exxon Mobil helps reinforce the importance of Richards Bay port, where ZET is being built on South Africa's east coast, as an entry point for LNG and supports plans to unlock a "competitive and sustainable gas market", said Oliver Naidu, ZET director.
Exxon Mobil has identified South Africa as a priority market and wants to grow its LNG supply to more than 40 million metric tons per annum by 2030.
"This agreement reflects Exxon Mobil's global LNG experience and our commitment to support South Africa's energy security with reliable supply," said Andrew Barry, chairman of ExxonMobil LNG Market Development Inc.
Earlier this month South African state power utility Eskom signed a long-term LNG agreement with ZET that will support a planned 3,000 megawatt gas-to-power plant project.
Reporting by Wendell Roelf in Cape Town and Sheila Dang in Houston; Editing by Alexander Winning
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North American midstream energy companies play a critical shipping and handling role in the energy value chain, operating pipelines, storage terminals, export terminals, and facilities that process natural gas into a usable form.
Key Takeaways The midstream space generates highly stable, fee-based cash flows that insulate it from volatile oil and gas prices. Geopolitical tensions are positioning the U.S. and Canada as preferred global energy suppliers. Rising LNG exports and AI data center expansions are serving as powerful new demand drivers for natural gas infrastructure.
Cash Flow Stability and Geopolitical Tailwinds U.S. and Canadian midstream companies provide services under long‑term contracts that often include annual inflation adjustments.
“What’s really unique about the midstream space is that it generates stable cash flows,” Stacey Morris, head of research at VettaFi, said during a recent interview with Proactive Investors. Morris said midstream is more stable than other energy subsectors that depend heavily on volatile oil and gas prices, due to midstream’s fee-based structure.
Geopolitical tensions in the Middle East are reshaping global energy flows, which is creating structural advantages for North American suppliers. “The U.S. and Canada are going to be preferred energy suppliers for the rest of the world,” Morris said. She pointed to energy importers who are “suffering because [they]can’t get the volumes that [they]were supposed to get from the Middle East.”
Rising LNG Capacity and AI Data Center Demand On the North American liquefied natural gas (LNG) front, U.S. projects advance, with construction already set to double U.S. LNG export capacity by 2031, while Canada develops LNG projects on its west coast. Another positive update for midstream investors is a more constructive oil futures curve, with prices for 2027 to 2028 rising from under $60 coming into the year to about $75 per barrel now. This supports higher production growth into 2027.
AI and data centers are serving as powerful demand drivers. Many data centers are turning to natural gas for power, given its reliability, Morris said. Furthermore, hyperscalers are working directly with midstream companies to secure gas supplies and build lateral pipelines. Morris pointed to Enbridge’s (ENB) pursuit of over 50 data center opportunities and Williams’ (WMB) nearly $10 billion in data‑center‑related projects.
Long-Term Outlook and Midstream ETF Offerings Looking ahead, midstream is positioned to benefit from rising electricity demand due to coal‑to‑gas switching, electrification, and AI data centers. Alongside opportunities from the ongoing LNG buildout, power demand constitutes much of the robust project backlogs in natural gas infrastructure.
With U.S. oil production now expected to grow by about 400 thousand barrels per day (MBpd) year over year for 2027, Morris said she sees many opportunities for both natural gas and oil infrastructure.
For investors worried about inflation, Morris notes that midstream offers real‑asset exposure, inflation‑linked contracts, growing dividends, and buybacks. This makes the current environment a compelling time to look at this space.
The Alerian MLP ETF (AMLP), the industry’s largest MLP ETF, provides concentrated exposure to MLPs. Meanwhile, the Alerian Energy Infrastructure ETF (ENFR) offers a more diversified approach, incorporating C-corps. ENFR is the lowest-fee ETF in the midstream segment. The underlying indexes for AMLP and ENFR were yielding 7.0% and 4.7%, respectively, as of June 11.
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For more news, information, and analysis, visit the Energy Infrastructure Content Hub.
vettafi.com is owned by VettaFi LLC (“VettaFi”). VettaFi is the index provider for AMLP and ENFR for which it receives an index licensing fee. However, AMLP and ENFR are not issued, sponsored, endorsed, or sold by VettaFi, and VettaFi has no obligation or liability in connection with the issuance, administration, marketing, or trading of AMLP or ENFR.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of HMLPF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Pantheon Resources PLC (AIM:PANR, OTCQX:PTHRF) said its Alaska gas ambitions were put in front of state lawmakers last week as the company appeared alongside major North Slope producers in testimony linked to the proposed AK LNG Project. The oil and gas developer, which is advancing the Kodiak and Ahpun projects on Alaska's North Slope, told investors it was invited to present to the Alaska Legislature's House Finance Committee during a Special Session focused on a tax relief package designed to support the LNG scheme.
Two tankers carrying oil products exited the Strait of Hormuz over the past week, while a liquefied natural gas carrier loaded cargo in the United Arab Emirates, shipping data showed - rare movements as traffic through the chokepoint remains limited.
Model of LNG tanker is seen in this illustration taken May 19, 2022. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
CompaniesJune 2 (Reuters) - INEOS Energy said on Tuesday it has signed a liquefied natural gas supply agreement with Marubeni Corporation for delivery into Asia from 2029.
Under the agreement, INEOS Energy will supply LNG on a delivered ex-ship basis to Marubeni, it said in a statement.
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INEOS Energy did not specify the duration or volume of the supply agreement in its statement. But a company spokesperson said the LNG could be delivered to Marubeni in Japan, or Marubeni could nominate delivery into South Korea, Taiwan or China.
Reporting by Anjana Anil in Bengaluru and Emily Chow in Singapore Editing by Bernadette Baum and Joe Bavier
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On June 02, 2026, Cheniere Energy Inc LNG shares rose 3.6% today, bringing the current price to $236.01. The stock has seen a 52-week range between $186.20 and $300.89, highlighting significant volatility over the past year.
GF Value™ verdict: The current price is $236.01, which is 3.6% below the GF Value™ estimate of $244.76.GF Score™: 78/100, indicating an above-average ranking for long-term returns.Most notable signal: Insiders have sold $29.4M worth of shares in the last 3 months with no purchases. Is LNG Overvalued or Undervalued? Cheniere Energy Inc's current price of $236.01 compared to the GF Value™ of $244.76 indicates that the stock is undervalued by approximately 3.6%. This provides a margin of safety for potential investors, suggesting that there may be an opportunity for growth if the stock price converges with its intrinsic value. The GF Valuation label classifies LNG as fairly valued, which reflects the balance between its current trading price and the calculated intrinsic value.
The GF Value™ methodology combines historical trading multiples, past business growth, and future performance estimates to derive an intrinsic value. Given the current undervaluation, there is potential for upside, but investors should remain cautious due to the inherent risks of the market and external factors influencing the oil and gas sector.
How Does LNG's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 38.8x 10.4x Forward P/E 96.8x - Cheniere Energy's current P/E ratio of 38.8x is significantly above its 5-year median P/E of 10.4x, marking an increase of 272%. This indicates that the stock is trading at a premium compared to its historical valuation metrics. The high current P/E suggests that although the GF Value™ indicates it is undervalued, the stock may still be overvalued when considering its historical performance. This discrepancy highlights the need for a cautious approach when evaluating LNG's pricing dynamics.
What Does LNG's GF Score™ Tell Us? Metric Rating GF Score™ 78 Financial Strength 4/10 Profitability 7/10 Growth 8/10 Valuation 9/10 Momentum 3/10 The GF Score™ of 78/100 indicates that Cheniere Energy Inc has strong potential for long-term returns, particularly in terms of its growth and valuation rankings, which stand at 8/10 and 9/10, respectively. However, the financial strength score of 4/10 and the momentum score of 3/10 reveal underlying weaknesses that could pose risks for investors. The combination of these scores suggests that while LNG has favorable growth prospects, its financial stability and recent performance trend may warrant further scrutiny.
What Are Insiders Doing with LNG Stock? Recent insider activity has shown that insiders of Cheniere Energy Inc have sold $29.4 million worth of shares in the last three months, with no reported purchases during this period. This selling trend may suggest a lack of confidence among insiders regarding the stock's near-term performance, or it could reflect personal financial decisions unrelated to the company's future prospects. Investors should consider this insider activity as a potential signal when assessing the stock's outlook.
What This Means for Investors Based on the GF Value™ assessment, Cheniere Energy Inc LNG appears to be undervalued with its current price of $236.01 being 3.6% below the GF Value™ of $244.76. However, the high P/E ratio compared to its historical median raises caution about potential overvaluation factors, indicating the need for thorough due diligence before any investment decisions.
For the complete analysis, visit the Cheniere Energy Inc LNG stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is LNG's GF Score™?
LNG's GF Score™ is 78/100, indicating that it ranks above average for potential long-term returns based on key financial metrics.
Is LNG overvalued or undervalued?
According to the GF Value™, LNG is currently undervalued by approximately 3.6%, suggesting there may be growth potential.
What is LNG's P/E ratio?
The current P/E ratio for LNG is 38.8x, which is significantly higher than its 5-year median P/E of 10.4x, indicating a premium valuation relative to its historical performance.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Rick Gardner of of RGA Investments says higher defense spending commitments across Europe could support the region's defense stocks, which remain relatively cheaper than U.S. peers. He also sees upside for U.S. LNG exporters, producers and refiners if Europe increasingly looks beyond the Gulf region for energy supplies.
Item 1 of 2 The headquarters of French oil and gas company TotalEnergies in La Defense, near Paris, France, May 29, 2026. REUTERS/Alice Sacco
[1/2]The headquarters of French oil and gas company TotalEnergies in La Defense, near Paris, France, May 29, 2026. REUTERS/Alice Sacco Purchase Licensing Rights, opens new tab
SummaryCompaniesPutin approves sale of TotalEnergies' 10% stake in Arctic LNG 2Russian decree says stake being sold to Nordline LLCTotalEnergies declines to commentMOSCOW/PARIS, June 3 (Reuters) - Russian President Vladimir Putin has approved the sale of a 10% stake in the sanctioned Arctic LNG 2 project held by France's TotalEnergies (TTEF.PA), opens new tab to a company called Nordline LLC, according to a decree published on Wednesday.
TotalEnergies declined to comment and has not issued any statement on a sale, unlike previous divestments from Russia.
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Reuters has identified two Russian-registered entities named Nordline LLC, both linked to private Russian LNG producer Novatek (NVTK.MM), opens new tab, the majority owner of Arctic LNG 2, but could not confirm which one might be specified in the decree.
Novatek did not immediately respond to a request for comment.
WESTERN FIRMS EXIT RUSSIASince Russia's 2022 invasion of Ukraine and the imposition of Western sanctions, many foreign firms have sold Russian assets or seen them seized, in response to the freezing of Russian assets abroad.
In 2024, Kremlin-controlled energy giant Gazprom acquired a 27.5% stake in Russian LNG project Sakhalin II by decree, previously held by British oil major BP (BP.L), opens new tab, which took a $1.6 billion impairment.
TotalEnergies has been an outlier, selling smaller Russian oil holdings while retaining its 19.4% stake in Novatek and its interest in the Yamal LNG project, which has seen increased sales of LNG to Europe in recent years.
The June 3 decree on Arctic LNG 2 gave no details on Nordline or the terms of the potential deal.
The project was placed under U.S. sanctions over Russia'sinvasion of Ukraine, prompting TotalEnergies to declare force majeure on LNG offtake contracts from the project in 2024.
If completed, the sale would still leave TotalEnergies with indirect exposure to Arctic LNG 2 through its stake in Novatek.
Other shareholders in the project are Novatek (60%), China National Petroleum Corp (10%), China National Offshore Oil Corp (10%) and a consortium of Mitsui (8031.T), opens new tab and Japan Organization for Metals and Energy Security (10%).
Reporting by Anton Kolodyazhnyy in Moscow and America Hernandez in Paris. Writing by Maxim Rodionov. Editing by Andrew Osborn, Emelia Sithole-Matarise and Mark Potter
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ATHENS, Greece, June 05, 2026 (GLOBE NEWSWIRE) -- Capital Clean Energy Carriers Corp. (the "Company", "CCEC", "we" or "us") (NASDAQ: CCEC), an international owner of ocean-going vessels, today announced the delivery of LNG Carrier ("LNG/C") Archimidis on June 2, 2026, and dual-fuel medium gas carrier Aristogenis on June 4, 2026, as well as new time charter employment secured for three LCO2/LPG carriers and two LNG carriers. Fleet Update — LCO2/LPG Fleet As previously announced, the Company took delivery of its second LCO2/multi-gas carrier, the Amadeus (Hyundai Mipo Dockyard Co. Ltd.
