Price
$275.94+5.61%Social Signal Score
Analyst Ratings
27 analysts52-week range
- Last close
- $275.94
- Off 52w high
- -7.1%
- 200-day average
- $247.32
- vs 200-day
- +11.6%
Revenue
$5.73B+1132.69%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Jack A. Fusco
- Sector
- Energy
- Industry
- Oil & Gas Midstream
- Employees
- 1,717
- Beta
- -0.01
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 2.16
Financials
Revenue
$5.73B+1132.7%Net Income
$3.07BEBITDA
$4.67B+5037.4%Free Cash Flow
$2.31BEPS (diluted)
$14.65Shares Outstanding (diluted)
209.50M-8.5%Operating Expenses
$88.00MCash & Debt
$1.52BReturn of Capital
$692.00MRevenue by Segment (annual)
$15.78BDividend per Share
$0.56Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $19.63B | $5.33B | $24.19 |
| 2024 | $15.78B | $3.25B | $14.24 |
| 2023 | $20.28B | $9.88B | $40.73 |
| 2022 | $33.76B | $1.43B | $5.69 |
| 2021 | $17.64B | $-2.34B | $-9.25 |
| 2020 | $9.39B | $-85.00M | $-0.34 |
| 2019 | $9.30B | $648.00M | $2.53 |
| 2018 | $8.00B | $471.00M | $1.92 |
| 2017 | $5.65B | $-393.00M | $-1.69 |
| 2016 | $1.29B | $-610.00M | $-2.67 |
| 2015 | $270.24M | $-975.00M | $-4.30 |
| 2014 | $269.25M | $-547.93M | $-2.44 |
| 2013 | $267.56M | $-507.92M | $-2.32 |
| 2012 | $265.23M | $-332.78M | $-1.83 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $35.65
- Implied price
- $285.17
- Return from $269.95
- 1.1% a year
To earn 15.0% a year on these assumptions you'd need to buy at $141.78 — -47.5% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 4 | 6 | 8 | 10 | 12 |
|---|---|---|---|---|---|
| -2.0% | -20.1% | -13.4% | -8.3% | -4.1% | -0.5% |
| 3.0% | -16.1% | -9.0% | -3.6% | 0.8% | 4.6% |
| 8.0% | -12.0% | -4.5% | 1.1% | 5.7% | 9.6% |
| 13.0% | -7.9% | -0.1% | 5.8% | 10.6% | 14.7% |
| 18.0% | -3.8% | 4.3% | 10.5% | 15.5% | 19.8% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
47-32.65%Social Signal Score
Mentions (100)
- News (RSS)zerohedge·4h ago·Neutral
…on the exact figure. Every month of delay makes the same repair more expensive, because the global market for specialized equipment and crews is already stretched by LNG expansions, refinery maintenance and power projects elsewhere. The timeline is just as stark. Weighted by cost, the rebuild averages almost five years from today. Only 60% of the work finishes by 2031, and the longest-lead packages run to seven years. The money problem comes first The most original part of Miller's analysis is a…
View source ↗ - News (RSS)hellenicshipping·11h ago·Positive
LNG Shipping In Line for Significant Gains Demand for seaborne LNG demand is expected to grow significantly, mainly as a result of the EU’s future needs. In its latest weekly report, shipbroker Intermodal said that “the European gas market is heading into the winter heating season against a challenging backdrop, shaped by relatively low inventories, constrained Middle Eastern LNG availability in view ...
View source ↗ - News (RSS)hellenicshipping·11h ago·Negative
Oman replaces US as India’s top LNG supplier in September, Qatar’s share plummets to 4% Oman replaced the US as India’s largest liquefied natural gas (LNG) supplier in September, accounting for 27 percent of the shipments, as the country’s import basket underwent a major shift during the month. The share of Qatar, once the country’s dominant supplier, plunged to 4.3 percent, as India continues to diversify its energy sourcing in ...
View source ↗ - 4chan /biz/biz·12h ago·Negative
….com/china/crude-oil-imports Substitutes: * Increasing use of coal, ethane and propane as chemical feedstock instead of naphtha * Increasing utilization of electric/LNG vehicles and trains at the expense of petrol/diesel vehicles and aircraft * Using hybrids in electric mode more often
View source ↗ - News (RSS)oilprice·13h ago·Neutral
Freeport LNG Ramps Up Gas Intake After Train 2 Shutdown Freeport LNG was ramping natural gas intake back toward normal levels on Monday after maintenance shut one of its three liquefaction trains on Friday, putting a major source of U.S. natural gas demand on track to return to normal levels. Gas flows to the Texas LNG export plant were on track to reach 1.9 billion cubic feet per day on Monday, according to Reuters, citing LSEG data. That compares with an average of 1.2 bcfd from Friday through…
View source ↗ - News (RSS)oilprice·21h ago·Negative
Hormuz LNG Flows Still Down More Than 75% Despite Rebound LNG traffic at the Strait of Hormuz appears to be ticking up despite increased threats to shipments in the chokepoint in recent days. At least three LNG carriers have transited the Strait of Hormuz outbound since the end of last week, tanker-traffic data compiled by Bloomberg and Kpler showed on Monday. The increase in LNG shipments extends the rebound in transits in September, but the flows of liquefied natural gas remain over 75% below …
View source ↗ - News (RSS)hellenicshipping·22h ago·Positive
LNG Shipping: Spot Market Still Stalled The LNG market experienced a mixed week, with last week’s improving sentiment failing to translate into a sustained recovery in spot earnings. The Pacific market proved more resilient, supported by stronger demand and a relatively tighter vessel list. On the BLNG1 Australia–Japan route, rates increased by $1,300 week-on-week to settle at $37,700/day. The Pacific market ...
View source ↗ - News (RSS)hellenicshipping·22h ago·Neutral
Vale doubles ethanol-capable ship charters Brazilian miner Vale will charter two ethanol-capable vessels from MOL Ocean Bulk, a subsidiary of Japanese shipping firm Mitsui O.S.K. Lines, under a 25-year agreement. The two 210,000-DWT ore carriers will be capable of running on ethanol, methanol and conventional fuels. The design will also include an option for future conversion to LNG or ammonia, ...
View source ↗ - News (RSS)hellenicshipping·22h ago·Neutral
Samsung Heavy Industries Hits 20 LNG Carrier Orders, Surpassing Annual Target Samsung Heavy Industries has reached the milestone of securing orders for 20 liquefied natural gas (LNG) carriers this year, exceeding its annual target for the commercial vessel segment ahead of schedule. Samsung Heavy Industries disclosed on Oct. 2 that it had received an order for two LNG carriers from a shipowner in Asia, valued at ...
View source ↗ - News (RSS)hellenicshipping·22h ago·Positive
US Natural Gas Prices Hold Gains US natural gas prices hovered around $3.02 per MMBtu on Monday, holding their recent gains amid expectations of cooler weather later this month that could lift heating demand. Forecasts turned cooler across the northern and western US for October 12-15, potentially increasing gas consumption. Robust LNG demand also continued to support the market, with feedgas ...
View source ↗ - Newsreuters.com·1d ago·Neutral
Baker Hughes signs agreements to expand Venezuela gas infrastructure Baker Hughes said on Monday it has signed an agreement with Venezuelan state oil company PDVSA, engineering firm Lindsayca and LNG developer Fulcrum LNG to develop natural gas infrastructure in the South American country.
View source ↗ - News (RSS)cnbc·1d ago·Neutral
Trump tells South Korea to sign on to Alaska LNG deal or 'I'll just charge them more' Trump is ramping up pressure on South Korea over Alaska LNG as Seoul remains cautious over investment projects announced by the U.S. president.
View source ↗ - 4chan /biz/biz·1d ago·Neutral
… up mostly for cracking heavy s***** crude down to diesel, not the other way. So the US exports a lot of fracked oil it produces and is coverting a lot of the gas to LNG (newly expanded facility in Texas for shipping to Europe).
View source ↗ - News (RSS)investing·1d ago·Neutral
Alaska LNG shipping savings justifies billions in investment, developer says
View source ↗ - News (RSS)economist·1d ago·Neutral
The world is facing an almighty LNG crunch In time it could bring about an equally disruptive glut
View source ↗ - News (RSS)zerohedge·1d ago·Positive
…anel, ExxonMobil said plainly that "the nuclear industry doesn't have a technology problem, it has a DEPLOYMENT problem", and argued that the risk model is wrong. In LNG or CCGT projects, nobody expects the technology vendor to carry most of the risk. The owner-operator does. Exxon is preparing a report proposing a new delivery model. Amazon, which is putting "real money on the table" behind X-energy, made a point that should be pinned above every regulator's desk: "No point for a PPA if the con…
View source ↗ - News (RSS)japantimes·2d ago·Negative
The LNG boom is losing its biggest Asian bet Stung by high costs and supply uncertainty, Asian governments are busy throwing those forecasts on the bonfire.
View source ↗ - News (RSS)economictimes·2d ago·Neutral
Sanjay Kumar named Petronet LNG’s next CEO Sanjay Kumar, Director (Marketing) at state-owned GAIL (India) Ltd, has been named the next Managing Director and Chief Executive Officer of Petronet LNG Ltd. His term will begin on May 13, 2027, following the conclusion of current CEO A K Singh's extended tenure.Petronet's board finalized the decision during a 15-minute meeting on October 2, as disclosed in a regulatory filing. Kumar, 59, has been appointed for a five-year tenure.Also read: India's cru…
View source ↗ - News (RSS)zerohedge·2d ago·Positive
…nd and supply disruptions. Kim wrote that despite optimism this week over improved Hormuz flows (read the Goldman report), which has kept energy prices in check, top LNG exporter Qatar shipped just four cargoes in September, compared with 25 a month before June 2025 and an average of around 30. Force majeure has also been extended into November or early December for some buyers. The final countdown to Europe's NatGas drawdown period is underway, with EU gas storage standing at just 71.50% full a…
View source ↗ - News (RSS)japantimes·3d ago·Neutral
Trump threatens South Korea over Alaska LNG project dispute Seoul has said it only agreed to the $54 billion plan if it proves economically viable.
View source ↗ - News (RSS)financialpost·3d ago·Positive
These TSX stocks could see a tailwind from a fast-tracked Pacific Link oil pipeline, according to analysts The Week in Stocks: Which stocks could be winners from LNG Canada's green-lit expansion, what companies made RBC's Top 30 list and more
View source ↗ - News (RSS)investing·3d ago·Neutral
Trump pushes South Korea on $54B Alaska LNG venture, warns of tariff hikes
View source ↗ - News (RSS)hellenicshipping·3d ago·Negative
The Week in Alt Fuels: Back to the future Shipping is turning back to one of the oldest tricks in the book as modern sails find their way onto tankers, container ships and LNG carriers. The past couple of months have seen a streak of developments around wind-assisted propulsion, spanning installations, orders, vessel launches, technology approvals and new trials. These are not just small-scale ...
View source ↗ - News (RSS)oilprice·3d ago·Neutral
LNG Shipments Through Hormuz Hit Highest Level Since Iran War Began A total of 21 LNG cargoes are estimated to have exited the Strait of Hormuz in September, the highest monthly number since the Iran war began, yet well below pre-war levels, shipping data compiled by Reuters showed on Friday. Shipment analytics firm Kpler has estimated that 21 cargoes managed to squeeze last month through the chokepoint, which handled one fifth of global LNG supply before the war. This week, three Qatari LNG car…
View source ↗ - Newszacks.com·3d ago·Neutral
Will Cheniere Energy (LNG) Beat Estimates Again in Its Next Earnings Report? Cheniere Energy (LNG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
View source ↗ - News (RSS)oilprice·3d ago·Positive
Alaska LNG Hinges on How Much Asian Buyers Will Pay for Energy Security The Trump Administration’s pet project Alaska LNG may not be commercially investable as costs per production could be more than double the costs at most U.S. Gulf Coast LNG export projects, a Reuters analysis has found. This week, the Trump Administration touted a $50-billion investment from South Korea for the proposed Alaska LNG project. The entire project is estimated to cost between $44 billion and $55 billion in total, …
View source ↗ - News (RSS)cnbc·3d ago·Neutral
Trump wants South Korea in on Alaska LNG. Here’s why Seoul is cautious South Korea remains cautious on Alaska LNG amid concerns over its high costs and commercial risks.
View source ↗ - News (RSS)oilprice·3d ago·Neutral
JERA CEO Warns LNG Prices Have Further to Climb The biggest Japanese LNG importer and largest power producer, JERA, does not expect the shipping hurdles for Qatari supply at the Strait of Hormuz to end in time for the winter. “We don’t expect Qatar LNG coming back to the market soon,” Yukio Kani, chairman and global chief executive officer of JERA, told Bloomberg TV in an interview on Friday. State-owned QatarEnergy has just extended the force majeure on LNG deliveries to Asia and Europe by anot…
View source ↗ - News (Finnhub)Reuters·4d ago·Neutral
September LNG shipments through Hormuz hit highest since start of US-Iran war - Reuters September LNG shipments through Hormuz hit highest since start of US-Iran war Reuters
View source ↗ - Newsreuters.com·4d ago·Neutral
Milei discusses Argentina LNG project with Eni CEO, company says Argentina's President Javier Milei discussed the Argentina LNG project with Eni CEO Claudio Descalzi on Friday, the Italian energy group said.
View source ↗ - Newsmarketbeat.com·4d ago·Neutral
Smart Sand Sees LNG, Data Centers Fueling Frac Sand Growth Smart Sand NASDAQ: SND Chief Financial Officer Lee Beckelman outlined the company's Northern White frac sand operations, logistics network and growth outlook during the Lytham Partners Fall 2026 Investor Conference, pointing to rising natural-gas demand and increased sand intensity per well as key market drivers.
View source ↗ - News (RSS)oilprice·4d ago·Positive
ConocoPhillips Signs 20-Year LNG Deal With Venture Global ConocoPhillips and Venture Global have signed a deal that would see the liquefied natural gas major supply 1 million tons to Conoco beginning in 2030. The deal is part of a broader trend in energy to boost LNG exposure after QatarEnergy’s force majeure, with the outlook for LNG demand remaining robust despite geopolitics and their effect on prices. “Venture Global is proud to welcome ConocoPhillips, one of the world's leading energy compa…
View source ↗ - News (RSS)smh·4d ago·Neutral
The Iran war is making Australia’s gas industry richer Soaring LNG prices are set to reverse a forecast revenue slump, delivering an unexpected $23 billion boost to the nation’s biggest gas exporters.
View source ↗ - News (RSS)channelnewsasia·4d ago·Neutral
Gas Malaysia targets investment decision on Kedah LNG terminal by second half of 2027
View source ↗ - News (RSS)zerohedge·4d ago·Neutral
…orecast Post-War Projection Revision Primary Transmission Channel Iran +1.1% -6.1% to -6.4% -7.2 pp Infrastructure destruction, sanctions Qatar +3.2% -14.0% -17.2 pp LNG export disruption, Hormuz closure Kuwait +2.8% -14.0% -16.8 pp Oil export cessation Iraq +2.1% -8.5% -10.6 pp Supply chain fracture, refugee costs Bahrain +1.9% -6.8% -8.7 pp Financial sector exposure Saudi Arabia +3.5% -3.0% -6.5 pp Reduced oil volumes, price volatility UAE +3.8% -5.0% -8.8 pp Trade finance disruption Eurozone …
View source ↗ - News (RSS)japantimes·4d ago·Neutral
Alaska LNG could cost more than double Gulf Coast rivals U.S. President Donald Trump unveiled the plan as part of a broader South Korean package, though Seoul said it had not yet decided whether to fund it.
View source ↗ - News (RSS)seekingalpha·4d ago·Neutral
Venture Global signs 20-year LNG supply deal with ConocoPhillips
View source ↗ - News (RSS)zerohedge·4d ago·Neutral
…iffs reduced from 25% to 15%. South Korea's Industry Minister said he lodged strong objections with US Commerce Secretary Lutnick over his announcement on the Alaska LNG project. South Korea Industry Minister said the US is likely to maintain a tariff rate on South Korea at 15%, according to Yonhap. Japan plans to send a business delegation to Beijing next March, looking for talks with Chinese President Xi's leadership, Kyodo reported citing sources. Central Banks Fed's Kashkari (2026 voter) sai…
View source ↗ - News (RSS)hellenicshipping·4d ago·Neutral
Eastern Pacific takes delivery of LNG-capable dual fuel car carrier Singapore-based shipowner Eastern Pacific Shipping (EPS) has taken delivery of a new LNG dual-fuel pure car and truck carrier (PCTC) that Spain’s Suardiaz Group will operate under a charter. The 5,500 CEU vessel RS Atlantico was built at the Xiamen shipyard which is a part of China’s Fujian Chuanzheng Shipbuilding group. The vessel was developed ...
View source ↗ - News (RSS)oilprice·5d ago·Neutral
Pakistan Weighs Direct LNG Imports for Power Plants to Ease Energy Crisis Pakistan’s government is considering allowing power plants and private firms to directly import LNG procured on the spot market as the country has been struggling with an energy crisis since the Iran war crippled Qatar’s term supplies. Pakistan’s Energy Ministry has proposed easing the existing regulation to allow private companies to directly import LNG, a source with knowledge of the deliberations has told Bloomberg. Cur…
View source ↗ - Newsaccessnewswire.com·5d ago·Negative
LNG Energy Group Corp. Announces Extension of Non-Brokered Offering Not for distribution to United States newswire services or for dissemination in the United States TORONTO, ON / ACCESS Newswire / October 1, 2026 / LNG Energy Group Corp. (TSXV:LNGE)(TSXV:LNGE.WT)(OTC PINK:LNGNF)(FWB:E26) (the "Company" or "LNG Energy Group") announces that the TSX Venture Exchange (the "TSXV") has agreed to extend the price reservation for the Company's previously announced non-brokered private placement financ…
View source ↗ - News (RSS)seekingalpha·5d ago·Neutral
Trump touts $200B South Korean investment for Texas power, nuclear, and Alaska LNG
View source ↗ - News (RSS)japantimes·5d ago·Neutral
Trump unveils $200 billion South Korean investment in U.S. projects Trump said the investment will include the construction of nuclear power plants, an LNG pipeline in Alaska and a power generation facility in Texas.
View source ↗ - Newscnbc.com·5d ago·Neutral
Trump touts $200 billion South Korean investment plan as Alaska LNG project hangs in balance Trump said South Korea will invest up to $200 billion across U.S. energy infrastructure projects. President Donald Trump touted the plan as “one of the largest energy infrastructure investments in American history.
View source ↗ - News (RSS)hellenicshipping·5d ago·Negative
ABS Supports Study Assessing the Economics of Nuclear-Powered LNG Carriers A joint study with ABS, Blossom Energy and a global shipping company found that while the initial investment for a nuclear-powered liquefied natural gas (LNG) carrier would be approximately 2.5 times that of a conventional LNG carrier, the design would substantially reduce fuel costs over the vessel’s operating life. Presented at Gastech 2026, the study ...
View source ↗ - News (RSS)zerohedge·5d ago·Positive
…unce from the Oval Office that Korea is committing $200 billion to US energy projects: eight large nuclear reactors, the Encinal plant, and the long-suffering Alaska LNG export venture, which Bloomberg earlier reported would get $54 billion of Korean backing. A White House official described it as the first tranche of projects to win approval under last year's trade deal. One small detail: Seoul hasn't publicly confirmed any of it. And according to Korean press, it doesn't entirely agree. The ma…
View source ↗ - News (RSS)zerohedge·5d ago·Neutral
…n: 🇶🇦 Qatari Prime Minister Sheikh Mohammed bin Abdulrahman Al Thani called the war on Iran one of the biggest crises in Qatar's history, telling Piers Morgan that LNG exports through Hormuz are "barely happening." He was asked about a reported $24 billion in lost gas sales, an IMF… pic.twitter.com/wdpSmIv4WB — Drop Site (@DropSiteNews) September 29, 2026 Al Jazeera has some solid commentary from a regional watcher on the big picture and where things stand, also as the Iranian economy is obvio…
View source ↗ - News (Finnhub)Reuters·5d ago·Neutral
Trump set to tout Korean investment in Alaska LNG, other projects, sources say - Reuters Trump set to tout Korean investment in Alaska LNG, other projects, sources say Reuters
View source ↗ - News (RSS)channelnewsasia·5d ago·Neutral
Trump expected to announce $54 billion South Korea investment in Alaska LNG, sources say
View source ↗ - Newszacks.com·5d ago·Positive
Cheniere Energy's Petrobras LNG Deal Supports Long-Term Growth Cheniere Energy expands its LNG portfolio with a 22-year Petrobras deal, adding contracted volumes and supporting brownfield capacity growth.
View source ↗ - News (RSS)hellenicshipping·5d ago·Neutral
Fuel Switch Snapshot: Gas slide narrows LNG and LBM premiums over fuel oil Liquefied biomethane’s (LBM) premiums over HSFO in Rotterdam have narrowed by $101-103/mt to $233-361/mt depending on engine type over the past week. LBM has fallen by $91-93/mt, while HSFO has gained $10/mt. LBM’s premiums over VLSFO have narrowed by $58-60/mt to $162-290/mt, and its discounts to LSMGO have widened by $26-28/mt to $323-452/mt depending on ...
View source ↗ - News (RSS)hellenicshipping·5d ago·Positive
Arctic Shipping Is Growing. So Is the Need for Voyage-Level Risk Assessment Russia’s Northern Sea Route is carrying more oil and LNG traffic, while a new Greenland security agreement points to a stronger allied presence in the North Atlantic. For commercial operators, these developments create distinct risks that need to be assessed across the full voyage. The Arctic shipping picture is changing fastest in energy transport. Bellona’s ...
View source ↗ - News (RSS)livemint·6d ago·Positive
IOC, HPCL, BPCL shares rise - What is behind the rally in crude oil-linked stocks? Shares of oil and gas companies, including IOC, HPCL, BPCL, and GAIL, climbed up to 3% in intraday trade on the BSE on Wednesday. Stocks like Petronet LNG, Indraprastha Gas, and Reliance Industries also gained significantly during the session.
View source ↗ - News (RSS)seekingalpha·6d ago·Neutral
Shell-led LNG Canada to proceed with Phase 2 expansion, doubling export capacity
View source ↗ - Newsfxempire.com·6d ago·Neutral
Natural Gas and Oil Forecast: Iran Standoff Revives Supply Risk as LNG Stays Tight Iran sanctions uncertainty supports crude supply risk as WTI tests $88.71, while constrained Qatar LNG flows keep global natural gas markets tight.
View source ↗ - News (Marketaux)gurufocus.com·6d ago·Positive
Trump to Announce Major US-Korea Investment Projects Including LNG (LNG) This news is particularly relevant for <[+248 characters]
View source ↗ - News (RSS)oilprice·6d ago·Negative
Europe’s Gas Crisis Deepens as Hormuz LNG Crunch Drives Prices Higher European natural gas prices have soared dramatically since the war in Iran trapped a fifth of the world’s liquefied natural gas supply behind the Strait of Hormuz. The high prices are creating a headache for governments amid soaring energy bills for households and spiking energy costs for industry. The surge in natural gas, gasoline, and diesel prices in recent months is clearly fueling inflation. The European Central Bank (EC…
View source ↗ - News (RSS)investing·6d ago·Neutral
Trump to unveil $54B South Korean investment in Alaska LNG project - Bloomberg
View source ↗ - News (RSS)hellenicshipping·6d ago·Neutral
LNG Bunker Snapshot: Prices fall amid hopes of de-escalation in Middle East conflict Weekly changes in LNG bunker prices: ARA down by $68/mt to $1,420/mt Singapore down by $100/mt to $1,567/mt Baltics down by $70/mt to $1,525/mt Portugal down by $211/mt to $1,608/mt ARA Rotterdam’s LNG bunker price declined for the second consecutive week, falling by $68/mt week-on-week to $1,420/mt. The decline was primarily driven by an approximately ...
View source ↗ - News (RSS)oilprice·6d ago·Positive
Iran Talks Take the Heat Out of the Oil Rally Oil prices ease as renewed Iran talks and recovering Saudi exports temper supply fears. Europe’s LNG Buying Spree Comes With the Clock Ticking - Europe is finally ramping up imports of liquefied natural gas ahead of the winter heating season, following a disappointing summer when deliveries were 30% below 2025 levels. - The 30-day moving average of Europe’s LNG imports stood at 267,000 metric tonnes per day, catching up with last year’s trendline, th…
View source ↗ - News (RSS)oilprice·6d ago·Neutral
LNG Canada to Double Export Capacity After Shell Approves Phase 2 Canada’s first liquefied natural gas export facility, LNG Canada, will double its capacity in the early 2030s after the Shell-led project announced on Tuesday the final investment decision to proceed with Phase 2 of the plant in Kitimat, British Columbia. LNG Canada in Kitimat, B.C., launched exports in the summer of 2025, after years of development by its shareholders Shell, Petronas, PetroChina, Mitsubishi, and Korea Gas Corpora…
View source ↗ - News (RSS)livemint·6d ago·Neutral
Petronet LNG’s next growth leg depends on improving capacity utilization While Petronet has added capacity, high LNG prices are expected to keep utilization low in FY27.
View source ↗ - News (RSS)hellenicshipping·6d ago·Positive
LNG shipping stocks: Back to support Summary The UP World LNG Shipping Index fell 6.39 points (2.67%) in Week 39-2026 to close at 232.88, sliding back toward its August support. Breadth was sharply negative — just 3 of 21 constituents rose against 18 decliners, with a median move of −2.17% — though the weighted index held up better (wUPI −1.39%) and ...
View source ↗ - News (RSS)hellenicshipping·6d ago·Negative
U.S. LNG fills Qatar gap as South Korea shifts imports and boosts profits As exports of Qatar’s liquefied natural gas (LNG) were blocked by the war between the United States and Iran, the United States is increasing LNG exports. For corporations that import LNG directly without going through Korea Gas Corporation (KOGAS), profits grow as imports of lower-priced U.S. LNG increase compared with Qatari supplies. In particular, private ...
View source ↗ - News (RSS)hellenicshipping·6d ago·Positive
US Natgas Prices Stabilize US natural gas prices steadied around $3.12/MMBtu on Tuesday after a two-day decline, as traders weighed the return of the Mountaineer XPress pipeline in West Virginia against improving LNG export demand and forecasts for continued hot weather. TC Energy lifted the force majeure on Sunday after repairs were completed on the pipeline, which would allow ...
View source ↗ - Newsreuters.com·6d ago·Neutral
Cheniere signs 22-year LNG supply deal with Petrobras US LNG exporter Cheniere Energy said on Tuesday its marketing unit has entered into a long-term liquefied natural gas sale and purchase agreement with Petrobras for 22 years.
View source ↗ - News (RSS)investing·6d ago·Neutral
Fluor wins $7.5B contract for LNG Canada phase 2 expansion
View source ↗ - News (RSS)ft·6d ago·Neutral
Shell-led consortium backs $23bn expansion of LNG Canada project Flagship liquefied natural gas project’s production capacity to double
View source ↗ - News (RSS)japantimes·7d ago·Neutral
Europe’s LNG stores depleted ahead of winter as conflicts choke supplies Steady year-round Russian pipeline gas has been scarce since the war in Ukraine, while the Iran conflict has stalled supplies from the Middle East.
View source ↗ - Newsreuters.com·7d ago·Neutral
TC Energy advances Coastal GasLink after LNG Canada decision TC Energy said on Tuesday its Coastal GasLink Phase 2 project will proceed after LNG Canada and its joint venture partners made a positive final investment decision on the LNG Canada expansion project.
View source ↗ - News (RSS)oilprice·7d ago·Positive
China's LNG Imports Set for Second Straight Monthly Drop China's imports of liquefied natural gas are on course to book their second consecutive monthly decline because of significantly higher prices driven by the war in the Middle East. September LNG flows to China are seen at 5.3 million tons, according to Kpler data cited by Bloomberg today. This would be 8% lower than LNG imports for September 2025, but slightly higher than August flows, which Kpler estimated last month at 5.2 million tons. …
View source ↗ - Newsglobenewswire.com·7d ago·Neutral
Coastal GasLink Phase 2 to proceed following LNG Canada Final Investment Decision Project will enable more Canadian natural gas to meet growing global LNG demand Project will enable more Canadian natural gas to meet growing global LNG demand
View source ↗ - News (RSS)hellenicshipping·7d ago·Negative
South Korea widens LNG carrier lead as HD Hyundai Samho debuts three-tank ship Korea’s shipbuilding industry is accelerating efforts to widen the technology gap with China in liquefied natural gas (LNG) carriers. LNG carriers are a representative high value-added vessel, and Korean shipbuilders with advanced technology lead the global market, but Chinese companies have been catching up quickly in recent years. On the 28th, the shipbuilding industry said ...
View source ↗ - News (RSS)hellenicshipping·7d ago·Negative
Coal Prices Hold Firm at High Levels as LNG Costs Rise, Spot Power Prices Diverge Across Provinces Under the combined influence of high-temperature demand, renewable output and fuel costs, provincial spot markets showed increasingly divergent trends during the week, with price centres moving higher in Shandong, Guangdong and Jiangsu, but lower in Inner Mongolia and Shaanxi. Shanxi, meanwhile, recorded weaker day-ahead prices but a marked rise in intraday prices toward the end ...
View source ↗ - News (RSS)oilprice·7d ago·Neutral
…Strategy Energy models have an unusual talent. However chaotic the present may be, the future almost always becomes remarkably calm. Wars end. Shipping lanes reopen. LNG terminals work as planned. Winters remain manageable. Producers deliver. Markets rebalance. And natural gas prices gradually return to a smooth, comfortable line. Perhaps they will. But Europe has now spent five years discovering how little it actually knows about future gas prices. The latest Dutch Climate and Energy Outlook il…
View source ↗ - News (RSS)zerohedge·7d ago·Neutral
…s, 4% above the previous five-year average. Monthly injections beat their respective five-year averages in every month through August except May. Maintenance at U.S. LNG terminals moderated demand growth from the export sector during the summer, leaving more gas available for power generation and storage. EIA expects Lower 48 working gas inventories to reach 3.985 trillion cubic feet by the end of October, about 5% above the five-year average. The hottest July on record increased gas-fired power…
View source ↗ - News (RSS)oilprice·7d ago·Negative
High Freight Costs Push More U.S. LNG Toward Europe Europe is currently benefiting from the closed arbitrage between the U.S. Gulf Coast and Asia and is taking more LNG supplies in possible relief from concerns about winter gas supply. The Atlantic-Pacific arbitrage is closed for the rest of this year, due to high shipping costs, and this has led to a redirection of most U.S. spot cargoes toward Europe, where the freight costs are much lower. Over the past month, Europe has been drawing more LNG…
View source ↗ - News (RSS)oilprice·7d ago·Positive
Qatar Extends LNG Force Majeure as Hormuz Crisis Drags On State-owned QatarEnergy has extended the force majeure on LNG deliveries to Asia and Europe by another month through the end of November, as LNG cargo traffic through the Strait of Hormuz remains largely blocked amid the protracted U.S.-Iran stalemate over the chokepoint and pathways to end the war. Qatar’s energy giant, which was the world’s second-largest LNG exporter before the war, has notified customers in Bangladesh and Pakistan, as…
View source ↗ - News (RSS)oilprice·7d ago·Neutral
…xporter of thermal coal, Indonesia, is not benefiting from tightening global coal markets amid an Asian switch to coal from gas due to the Middle East crisis choking LNG supply. Indonesian thermal coal exports have been crimped this year by government production quotas and heightened uncertainties about Indonesia’s policy in the coal mining and exporting sectors. Earlier this year, the government slashed quotas for coal miners. In the middle of the year, authorities revised up some of the quotas…
View source ↗ - News (RSS)oilprice·7d ago·Neutral
…15% at $83.76 (73.62 euros) as of 7:15 a.m. Amsterdam time on Monday, after falling last week by about 9%. The new move higher was triggered by growing concerns that LNG supply out of the Strait…
View source ↗ - Newszacks.com·7d ago·Neutral
Natural Gas Prices Were on Fire Last Week - This Is Why Cheniere Energy, Antero Resources and Excelerate Energy offer varied natural gas exposure as tighter storage builds, supply disruptions and LNG demand support prices.
View source ↗ - News (RSS)hellenicshipping·7d ago·Positive
LNG and LPG Shipping Market on the Rise LNG LNG carrier rates strengthened throughout the week, with all three Baltic LNG benchmark routes ending higher as improving chartering activity and seasonal demand expectations supported sentiment. The strongest gains were recorded on the US Gulf export routes, reflecting firmer freight demand and tightening vessel availability. BLNG1 increased from $28,050/day at the start of the ...
View source ↗ - News (RSS)hellenicshipping·7d ago·Neutral
Chinese builders escalate LNG carrier push, squeezing Korea’s lead Hengli Heavy Industry Group, the shipbuilder that won the most orders in China in the first half of this year, is moving into the liquefied natural gas (LNG) carrier segment, which has a high technical barrier. If Hengli Heavy Industry actually starts building LNG carriers, it will become the sixth shipbuilder in China capable of ...
View source ↗ - News (RSS)hellenicshipping·7d ago·Neutral
From buyer to broker: China’s emergence as a global LNG reseller Over the last decade, China has transformed from the world’s largest liquefied natural gas (LNG) buyer into a major global reseller. Plateauing domestic demand, a ballooning portfolio of long-term contracts, and a structural pivot by state-owned enterprises into LNG shipping and trading are positioning Chinese companies as significant competitors to traditional suppliers as the market ...
View source ↗ - News (RSS)hellenicshipping·7d ago·Positive
Trump’s Russia tariffs could threaten to deepen Europe’s LNG squeeze The European Commission has said it will work with Washington to make sure that as little disruption as possible will come from the latest tariffs against Russian energy announced by Donald Trump. The European Union is facing the prospect of another squeeze on its liquefied natural gas (LNG) supplies, as US President Donald Trump’s latest ...
View source ↗ - News (RSS)hellenicshipping·7d ago·Neutral
With a Super El Nino, analyst asks: What happens to LNG demand? A forecast “Super El Nino” in 2026-27 is unlikely to materially weaken global liquefied natural gas demand, despite the potential for significantly warmer winters in Asia, Bernstein analysts said in a research note. Bernstein analysts said even if the weather event becomes one of the strongest on record, the reduction in Asian LNG imports could ...
View source ↗ - News (Finnhub)Reuters·7d ago·Neutral
Qatar-linked LNG traffic through Hormuz strait picks up despite conflict - Reuters Qatar-linked LNG traffic through Hormuz strait picks up despite conflict Reuters
View source ↗ - News (RSS)zerohedge·7d ago·Negative
… filling season has been particularly difficult and very expensive for the EU member states as natural gas prices soared in the wake of the Iran war and the very few LNG cargoes that make it through the Strait of Hormuz. The price spike and the concern about near-term supply have deepened the backwardation structure of European gas prices, discouraging holding supply for later deliveries. Backwardation is the market structure in which prompt contracts trade higher than those further out in time,…
View source ↗ - News (RSS)oilprice·7d ago·Negative
…, according to one of the biggest German gas importers, VNG. “Compared to 2022, the system is much more robust overall. We have more access to liquefied natural gas (LNG) and we have broadened our overall position in terms of sources of supply,” VNG’s chief executive officer Ulf Heitmueller told Reuters in an interview published on Monday. VNG imports natural gas from Norway…
View source ↗ - News (RSS)barrons·8d ago·Positive
European Gas Prices Rise on Prospects of Prolonged LNG Disruptions European gas prices rose after President Trump rejected Iran’s truce, fueling concerns over prolonged disruptions to LNG flows.
View source ↗ - News (RSS)hellenicshipping·8d ago·Neutral
How ethanol is expanding shipping’s fuel choices Ethanol is beginning to gain momentum as a viable option for reducing greenhouse gas emissions in shipping. A growing number of projects and technical developments are helping to move the fuel from regional discussions to global considerations. For years, ethanol sat on the periphery of the maritime fuel debate. Whilst the orderbook shows that LNG ...
View source ↗ - News (RSS)hellenicshipping·8d ago·Negative
Korea’s LNG Carrier Edge Faces China’s Rise China’s liquefied natural gas (LNG) carrier order volume, which faltered last year, is showing a recovery trend this year. In addition, as large private Chinese shipyards prepare to place orders for LNG carriers, competition is expected to become even fiercer. The prevailing view is that a distinct technological gap with Korea still exists, but voices ...
View source ↗ - News (RSS)hellenicshipping·8d ago·Neutral
China seizes PCTC orders as Europe pivots, South Korea targets LNG carriers China’s solo dominance is hardening in the global pure car and truck carrier (PCTC) ordering market. As China’s automobile export volumes surge and Chinese shipbuilders absorb the carrier demand, European shipping companies that had assigned work to Korea and others are also said to have recently placed large-scale orders in China. According to Clarksons Research, ...
View source ↗ - News (RSS)hellenicshipping·8d ago·Negative
IMO targets alternative fuel spill response Participants at an International Maritime Organization (IMO) forum have called for greater cooperation to address gaps in spill-response preparedness as shipping expands its use of alternative bunker fuels. The IMO’s two-day research and development forum, held in Singapore on 21–22 September, examined how the different properties of LNG, LPG, methanol, ammonia, hydrogen and biofuels could ...
View source ↗ - News (RSS)hellenicshipping·8d ago·Neutral
Will European Gas Prices Keep Rising This Winter? As the winter heating season approaches, ongoing disruptions to the flow of liquefied natural gas (LNG) from the Middle East and low storage levels in Northwest Europe are expected to keep European gas prices high, according to Goldman Sachs Research. The price of LNG in Europe has risen around 70% since July to €73 per ...
View source ↗ - News (RSS)zerohedge·8d ago·Neutral
… forbid, actual shortages). What the public wants, the public often gets, so continue to be skewed heavily to energy and energy production in all forms (electricity, LNG, diesel, etc. are at the top of your investing list). Yes, the sector will sell off on any resolution of today’s oil price problems, so be careful there (plenty of profits to be taken already), but look to reload on any sell-off. If Canada and Australia can start addressing their self-inflicted energy wounds, and Europe can at l…
View source ↗ - News (RSS)economictimes·8d ago·Negative
India’s first LNG-powered train is here
View source ↗ - News (RSS)economictimes·9d ago·Negative
India gets first LNG powered train in Gujarat
View source ↗ - News (RSS)economictimes·9d ago·Negative
Natural gas defies energy shock as strong supply keeps prices in check Despite crude oil volatility from West Asian geopolitical tensions, natural gas prices remain contained around $2.50-$3.50/MMBtu. Record US production of 110.6 Bcf/d, strong non-Gulf LNG output, and weak Asian demand have offset Strait of Hormuz supply disruptions, maintaining a mild bearish bias for Henry Hub.
View source ↗ - News (RSS)ft·9d ago·Neutral
Europe braces for LNG tug of war with Asia Competition for cargoes could intensify in coming months as EU gas stores are at record lows
View source ↗
Earnings
Thu, Oct 29(in 3 weeks)
Consensus estimate $4.12 per share
Typical surprise +63.2% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 6$14.65 vs $3.11beat
- Thu, May 7$-16.65 vs $4.25miss
- Thu, Feb 26$10.71 vs $3.80beat
- Thu, Oct 30$4.75 vs $2.91beat
- Thu, Aug 7$7.30 vs $2.49beat
- Thu, May 8$1.57 vs $2.81miss
Estimates and results for LNG via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Earnings Call — 2026Q2
Management and analyst remarks, with per-speaker sentiment.
- Randy BhatiaHead of Investor Relations+0.00
Thanks, Operator. Good morning, everyone, and welcome to Cheniere's Second Quarter 2026 Earnings Conference Call. The slide presentation and access to the webcast for today's call are available at cheniere.com. Before we begin, I would like to remind all listeners that our remarks, including answers to your questions, may contain forward-looking statements, and actual results could differ material…
- Jack FuscoChairman, President and CEO+0.80
Thank you, Randy. Good morning, everyone. Thanks for joining us today as we review our results from the second quarter of 2026 and our further improved outlook for the full year. The LNG market in the second quarter continued to be defined by elevated volatility driven by the war in Iran and the resulting significant constraint on global LNG supply with the effective closure of the Strait of Hormu…
- Anatol FeyginChief Commercial Officer+0.20
Thanks, Jack, and good morning, everyone. Please turn to Slide 8. As Jack mentioned in his opening remarks, security of supply remains the defining theme for global gas and LNG markets throughout the second quarter. Although the ceasefire announced in mid-June raised cautious optimism that tensions would ease and LNG flows would gradually normalize, recent developments suggest the outlook for sust…
- Zach DavisChief Financial Officer+0.70
Thanks, Anatol, and good morning, everyone. I'm pleased to be here today to discuss our financial results and further improved outlook for the full year. Before I begin, I wanted to reinforce that this highly contracted investment-grade LNG infrastructure company has been built for much more than as a trading proxy for prompt LNG prices. While today's results and upwardly revised guidance highligh…
- Theresa ChenAnalyst (Barclays)+0.00
As we look ahead to winter, Anatol, your comments paint a stark picture. How do you see LNG demand and trade flows balancing between Asia and Europe, particularly given Europe's relatively low storage levels and inventory deficit. Do you expect increased competition for marginal LNG cargoes? And what implications could that have for global LNG pricing trade patterns? And against this backdrop, cou…
- Anatol FeyginChief Commercial Officer+0.20
Theresa, thanks for the three questions in one. So first, we honestly don't know. This is a very challenging environment. We're doing everything we can. You heard from the team about our operational excellence and how we're putting as much volume into the market as we can, trains arriving early. We're supporting customers wherever and whenever possible. But as you point out, it's no secret. Europe…
- Theresa ChenAnalyst (Barclays)+0.00
Thank you for that comprehensive answer and bearing with me, Anatol. Just a quick follow-up as a result. Do you think we've reached the limits of China's LNG demand flexibility, particularly with respect to fuel switching? Or do you believe that their imports could decline further from current levels?…
- Anatol FeyginChief Commercial Officer+0.10
Well, I think we're very close. The last few months, China has been at or above last year's levels in terms of imports. As we go into the winter, the system will be keenly aware of its inventory levels and will avoid getting into the position that Europe has found itself in. So short answer, yes, I think China is at or near its limit for solving this issue for the world.…
Excerpts from LNG's 2026Q2earnings call, via Alpha Vantage. Shown in part for commentary; refer to the company's own filings and investor relations site for the full call.
Insider trading
Open-market buys and sells by LNG officers and directors.
- Bought
- $1.0m
- Sold
- $30.5m
2 trades
8 trades
- Davis Zachsold
- Botta G Andreasold
- Feygin Anatolsold
- Feygin Anatolsold
- Markowitz Sean Nsold
- Markowitz Sean Nsold
- Shear Neal Asold
- Moreland W Benjaminbought
90 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Mark R. Warnersenate · VA · disclosed May 1, 2026 (42d later)Sell$1,001 - $15,000
- Mark R. Warnersenate · VA · disclosed May 1, 2026 (42d later)Sell$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Jan 15, 2026 (34d later)Sell$1,001 - $15,000
- Jefferson Shrevehouse · IN06 · disclosed Jun 23, 2025 (42d later)Sell$15,001 - $50,000
- Josh S. Gottheimerhouse · NJ05 · disclosed May 14, 2025 (22d later)Buy$1,001 - $15,000
- Jefferson Shrevehouse · IN06 · disclosed May 9, 2025 (32d later)Sell$15,001 - $50,000
- Greg Landsmanhouse · OH01 · disclosed Nov 14, 2024 (30d later)Sell$1,001 - $15,000
- Greg Landsmanhouse · OH01 · disclosed Aug 14, 2024 (330d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Mar 7, 2024 (35d later)Sell$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Jun 11, 2023 (23d later)Sell$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Nov 10, 2022 (28d later)Buy$1,001 - $15,000
- David Alfred Perduesenate · disclosed May 2, 2021 (382d later)Sell$15,001 - $50,000
- David Alfred Perduesenate · disclosed May 2, 2021 (438d later)Sell$1,001 - $15,000
- David Alfred Perduesenate · disclosed May 8, 2020 (23d later)Sell$15,001 - $50,000
- David Alfred Perduesenate · disclosed Apr 5, 2020 (10d later)Buy$1,001 - $15,000
- David Alfred Perduesenate · disclosed Mar 3, 2020 (13d later)Sell$1,001 - $15,000
- David Alfred Perduesenate · disclosed Jan 10, 2020 (25d later)Buy$1,001 - $15,000
- Susie Leehouse · NV03 · disclosed Aug 29, 2019 (51d later)Sell$1,001 - $15,000
- Susie Leehouse · NV03 · disclosed Jul 18, 2019 (23d later)Sell$1,001 - $15,000
- David Alfred Perduesenate · disclosed Jul 3, 2019 (9d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.