alvarez Investment Thesis As technical evidence of bottoming commodity prices expands, Cheniere Energy (NYSE:LNG) may once again be headed in to a higher gas prices environment. Although the impact of higher gas prices on Cheniere Energy's financial statements is multifaceted and significant, influencing both its revenue and operational costs, the company can benefit if it manages to pass the costs onto its customers. As displayed on the graph below, the S&P GSCI index, reflecting commodity prices, compared ...

Group 1 - LNG Energy Group Corp. appointed Mr. David Lawler to its Board of Directors effective May 31, 2024 [1] - Mr. Lawler has 30 years of experience in the energy industry, previously serving as Chairman and President of BP America and Chief Representative of BP plc in the U.S. until 2023 [1][2] - He led BP's net zero strategy and expanded investments in low-carbon energy during his tenure [1] Group 2 - From 2014 to 2023, Mr. Lawler was CEO of BPX Energy, where he led a US$10.5 billion acquisition of BHP's onshore oil and gas assets, BP's largest U.S. acquisition in over 20 years [2] - BPX Energy remains one of BP's largest business units due to this acquisition and subsequent investments [2] - The Chairman and CEO of LNG Energy Group expressed excitement about Mr. Lawler's appointment, highlighting his knowledge and track record in responsible business growth and shale expertise [2] Group 3 - Prior to his roles at BP, Mr. Lawler held positions at SandRidge Energy, PostRock Energy Corporation, and worked as an engineer for Conoco, Burlington Resources, and Shell [3] - He holds a Bachelor of Science in petroleum engineering from the Colorado School of Mines and an MBA from Tulane University [3] Group 4 - LNG Energy Group focuses on the acquisition and development of oil and gas exploration and production assets in Latin America [4]

  Green-growth initiative program in progress Fleet acquisition to generate in excess of $200 million of minimum gross revenues ATHENS, Greece, June 03, 2024 (GLOBE NEWSWIRE) -- TEN, Ltd (NYSE: TNP) (the “Company”) announces the completion of the Viken Crude AS acquisition with the delivery of a 2019-built scrubber fitted 1A Ice-Class Aframax tanker. Concurrently the Company has sold a 2008-built Aframax and a 2007-built Steam Turbine LNG carrier to third party interests. From these sales, the Company has ...

Key Highlights: Operating netbacks of U.S.$5.28/Mcf natural gas and $56.58/bbl condensate ($31.23/boe).Repayment of U.S.$8.9 million in senior bank indebtedness to date.Conditionally awarded two Productive Participation Contracts (“CPPs”) to develop and produce hydrocarbons in Venezuela. TORONTO, May 29, 2024 (GLOBE NEWSWIRE) -- LNG Energy Group Corp. (TSXV: LNGE) (TSXV: LNGE.WT) (OTCQB: LNGNF) (FRA: E26) (the “Corporation” or “LNG Energy Group”) is pleased to announce its financial and operating results fo ...

Highlights and subsequent events Golar LNG Limited (“Golar” or “the Company”) reports Q1 2024 (“Q1” or “the quarter”) Net income attributable to Golar of $55 million inclusive of $6 million of non-cash items1, and Adjusted EBITDA1 of $64 million.FLNG Hilli maintained 100% economic uptime and market leading operational track record. FLNG Gimi on standby day rate ready to commence operations for BP.Framework Agreement announced in our Q4 2023 earnings report now progressed to detailed contractual negotiations ...

TORONTO, May 21, 2024 (GLOBE NEWSWIRE) -- LNG Energy Group Corp. (TSXV: LNGE) (TSXV: LNGE.WT) (OTCQB: LNGNF) (FRA: E26) (the “Company” or “LNG Energy Group”) is excited to announce a bold new chapter. Our refreshed brand highlights our extensive operational and capital market experience in the energy sector and underscores our dedication to providing resources reliably and sustainably. In addition, LNG Energy Group is pleased to announce it has launched a new website at www.lngenergygroup.com. What’s New an ...

The Transportation group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Dynagas LNG (DLNG) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.Dynagas LNG is one of 132 companies in the Transportation group. The Transportation group currently sits at #16 within the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the aver ...

Suriyapong Thongsawang Introduction Macroeconomics, supply chains, and geopolitics. These are the three pillars of my research framework, which I use to understand the "big picture" and put money to work in areas that are likely to allow us to outperform the market on a prolonged basis. Leo Nelissen (Research Framework) Ever since I started my first job at a company that advised a major hedge fund, I have been focused on the "big picture," as - I believe - it is a huge mistake to view a stock as an inde ...

Cheniere Energy Inc. (LNG) reported first-quarter 2024 adjusted profit of $2.13 per share, which missed the Zacks Consensus Estimate of $2.3. This underperformance can be primarily attributed to a year-over-year increase in costs and expenses. The bottom line also deteriorated from the year-ago quarter’s level of $6.89.Revenues totaled $4.3 billion, which beat the Zacks Consensus Estimate of $4 billion. This was primarily due to gas export revenues of $4 billion, which beat the consensus estimate by 7.1%. H ...

Cheniere Energy, Inc. (NYSE:LNG) Q1 2024 Earnings Conference Call May 3, 2024 11:00 AM ET Company Participants Frances Smith - Director, IR Jack Fusco - President, CEO & Director Anatol Feygin - EVP & Chief Commercial Officer Zach Davis - EVP & CFO Conference Call Participants Jeremy Tonet - JPMorgan Chase & Co. Keith Stanley - Wolfe Research John Mackay - Goldman Sachs Group Theresa Chen - Barclays Bank Spiro Dounis - Citigroup Craig Shere - Tuohy Brothers Benjamin Nolan - Stifel, Nicolaus & Company Jason ...