Tellurian Says It's Ready to Sell. Here's Why Its Stock Is Still a Buy.

Core Viewpoint - Tellurian is positioned to benefit from the growing global demand for liquefied natural gas (LNG) as it builds an LNG export terminal in Louisiana, which is fully permitted and not affected by the U.S. Department of Energy's pause on new LNG facility approvals [1][4][10]. Industry Summary - The demand for LNG is strong globally as countries shift away from coal and oil, with the U.S. being a significant producer capable of meeting this demand [3]. - The U.S. Department of Energy has paused the approval process for new LNG facilities, which could increase the value of existing projects like Tellurian's [3][12]. Company Summary - Tellurian is actively constructing its Driftwood LNG project and is open to the possibility of being acquired, although a sale is not guaranteed [10][13]. - The company is currently in the construction phase, which presents execution risks, making it more suitable for aggressive investors [11]. - Tellurian's LNG terminal is fully permitted, allowing it to proceed without concerns related to the Department of Energy's pause, potentially enhancing its attractiveness as an investment [4][10].