Cheniere Energy (LNG) Falls as LNG Stocks Come Under Pressure

Core Insights - Cheniere Energy, Inc. (NYSE:LNG) experienced a share price decline of 7.46% from December 3 to December 10, 2025, making it one of the worst-performing energy stocks during that week [1] - The company is the largest producer of liquefied natural gas (LNG) in the United States and the second-largest LNG operator globally [2] Market Conditions - Cheniere Energy is facing pressure due to eroding profit margins caused by rising natural gas prices, with US Henry Hub prices nearing a three-year high of almost $5.3/MMBtu, driven by increased demand from LNG plants and heating needs due to cold weather [3] - LNG prices in major demand centers in Asia and Europe have decreased as the market anticipates a supply glut next year, particularly from the United States, with European TTF gas prices currently below 27 EUR/MWh, the lowest since April 2024 [4] Profit Margin Concerns - The spread between Henry Hub and TTF prices has narrowed to its lowest level since April 2021, further squeezing profit margins for LNG exporters like Cheniere Energy [5] - With natural gas prices expected to continue rising and more LNG facilities coming online in the US, profit margins for Cheniere Energy are at risk of further compression in the coming years [5]