Company Overview - Cheniere Energy Inc (NYSE: LNG) is positioned as a leading exporter of LNG both domestically and internationally [1] - The company benefits from a favorable domestic environment with the incoming presidential administration being pro-natural resources, potentially providing more stability [1] Analyst Background - Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience [1] - Prior to investment management, Michael spent over a decade in professional services across various industries including O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1] - Michael employs a macro-value-oriented approach to investment analysis, leveraging cross-industry insights for investment recommendations [1]

Golar LNG Limited’s (GLNG) proactive efforts to expand its services are commendable. The company’s recent acquisition of all minority interests in the FLNG (floating LNG) Hilli is boosting its position in the FLNG sector. The shareholder-friendly approach is praiseworthy. However, elevated operating expenses are hurting the company’s bottom line.Factors Favoring GLNGGolar LNG, the leading provider of FLNG services, ranked first in FLNG capacity, is capitalizing on the growing FLNG market, particularly in Af ...

The natural gas and liquified natural gas (LNG) industry has struggled for the last few years but is gaining traction today and is expected to sustain itself in 2025. Increasing demand only partially offset by supply supports the price action in LNG and creates a strong tailwind for U.S. LNG stocks. That tailwind includes increased exports compounded by higher prices and a lever for margin and earnings. Earnings are critical to this market because of cash flow and capital returns, which are robust. The driv ...

Energy Sector Performance - Energy stocks have underperformed significantly since October 2022, with the Energy Select Sector SPDR ETF (XLE) returning only 15%, compared to the S&P 500 ETF's (SPY) 65% gain over the same period [1] Market Context - The market bottomed in October 2022, marking the starting point for the performance comparison between energy stocks and the broader market [1] ETF Comparison - The Energy Select Sector SPDR ETF (XLE) is highlighted as a key benchmark for energy sector performance, while the S&P 500 ETF (SPY) serves as a broader market comparison [1]

Equinor ASA (EQNR) , a Norwegian integrated energy firm, has announced an unexpected shutdown of its Hammerfest LNG plant in Arctic northern Norway. The LNG plant suffered a compression failure, resulting in an unexpected shutdown. The outage is likely to affect production, as all output will cease for a week.Compression Failure Halts ProductionEquinor stated that a compressor that was used to remove CO2 from the gas stream and re-inject it into the ground suffered a failure. The repairs are expected to tak ...

Mr. Mavroudis is a professional portfolio manager specializing in institutional and private portfolios. He focuses on risk management, which is accompanied by in-depth financial market analysis (fundamental, macro and technical) to control the risk undertaken by the portfolios. He invests in all financial instruments globally (stocks, bonds, fx, commodities), restructuring investment portfolios based on prevailing conditions and the needs of each client-investor. Mr. Mavroudis has successfully navigated all ...

On the last day of 2024, U.S. natural gas demand from liquefied natural gas (LNG) plants soared to a record 15.2 billion cubic feet per day (bcfd), highlighting the sector's robust growth trajectory. Preliminary data from financial firm LSEG reflect the commissioning of two new gas-processing plants—Venture Global LNG’s Plaquemines plant in Louisiana and Cheniere Energy’s Corpus Christi Stage 3 expansion in Texas.LNG feedgas demand is projected to climb even higher in 2025, reaching 17.8 bcfd. The United St ...

Research Focus - Independent banking research focuses on financials, deep value, special situations, and financial arbitrage [1] - The research adopts an agnostic and apolitical approach to identify durable and uncorrelated cashflows that perform well in both inflationary and deflationary environments [1] Analyst's Position - The analyst holds a beneficial long position in GLNG through stock ownership, options, or other derivatives [2] - The article expresses the analyst's own opinions and is not influenced by compensation or business relationships with mentioned companies [2] Seeking Alpha's Disclosure - Seeking Alpha emphasizes that past performance does not guarantee future results and does not provide investment recommendations or advice [3] - The views expressed in the article may not reflect those of Seeking Alpha as a whole, and the platform is not a licensed securities dealer, broker, or investment adviser [3]

Cheniere Energy (LNG) , a major player in natural gas exports, has been riding a strong wave of growth. The stock recently closed at $208.89, just 8% shy of its 52-week peak of $228.10, reflecting an impressive 25.9% surge over the past six months. Outperforming both its Oil/Energy sector and the broader S&P 500, Cheniere’s gains also outshined peers like MPLX LP (MPLX) and TC Energy Corporation (TRP) .LNG, MPLX, TRP 6-Month Stock Performance Image Source: Zacks Investment ResearchWith such stellar performa ...

Impact on U.S. domestic natural gas prices—among the lowest in the world—would remain negligibleWASHINGTON, Dec. 17, 2024 /PRNewswire/ -- On their current trajectory, growing exports of U.S. liquefied natural gas (LNG) would support nearly half a million domestic jobs annually and contribute $1.3 trillion to U.S. gross domestic product through 2040 while having a negligible impact on domestic gas prices, according to a new comprehensive study by S&P Global.The study projects U.S. LNG export capacity to doub ...