因产量上升和向液化天然气出口厂的天然气流量减少，美国天然气期货跌幅扩大至5%。 ...

Financial Data and Key Metrics Changes - The company reported total operating revenues of $63 million for Q1 2025, with FLNG tariffs reaching $73 million during the quarter [36] - Total EBITDA for Q1 was $41 million, driven largely by lower Brent and TTF prices, with a twelve-month EBITDA of $218 million [37] - The net income for the quarter was $13 million, consistent with the previous quarter, including $32 million of non-cash items [38] - The company declared a dividend of $0.25 per share, equating to approximately $105 million annually [38] Business Line Data and Key Metrics Changes - The Hilli FLNG maintained a 100% operational uptime and has delivered 132 cargoes since 2018, producing over 9.2 million tonnes of LNG [5][6] - The Gimi FLNG is in the final stage of commissioning, with a contractual EBITDA of $151 million based on 90% capacity utilization [7] - The Mark II FLNG conversion is progressing well, with a projected delivery by the end of 2027 [9] Market Data and Key Metrics Changes - The company has a market cap of approximately $4 billion and total net debt of under $100 million, with a net debt to EBITDA ratio of around 2.8x [5] - The LNG market is expected to grow significantly, with the U.S. being the largest producer, holding a 23% market share [21] Company Strategy and Development Direction - Golar LNG aims to transform into a market-leading infrastructure company with a focus on FLNG services, supported by a backlog of over $17 billion in EBITDA [11][72] - The company is targeting opportunities with competitive wellhead gas to secure attractive base tariffs with commodity upside participation [30] - The strategic focus includes risk mitigation in Argentina through regulatory frameworks and long-term contracts [19][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth potential, citing a strong backlog and favorable market conditions for LNG [60][67] - The board is open to exploring strategic alternatives if the share price does not reflect the company's value over time [90][94] Other Important Information - The company has fully exited LNG shipping with the sale of Golar Arctic and its equity stake in Avenir LNG [4] - The company is in discussions for potential new FLNG units and is ramping up shipyard activity to safeguard construction timelines [30][79] Q&A Session Summary Question: Could you touch on the overall commercial strategy for offtake on the Argentina projects? - The strategy involves a mix of Brent, JKM, and TTF linked volumes, with some left for spot sales, targeting high-paying countries near Argentina [76] Question: Is there any additional upside on the Argentina contracts for excess production? - The contracts are for full capacity, with no additional upside for excess production, similar to the Gimi contract [78] Question: When do you start thinking about ordering long lead items for another new build? - For conversions, the timeline is approximately three years, while new builds take about four years [79] Question: What is the JV's breakeven price for the commodity exposure? - The breakeven is assumed to start at $7.5, with upside from $8, and Golar is liable for 10% of the required investments for infrastructure [81][82] Question: Is the company considering strategic alternatives if the share price remains low? - The board is focused on creating value for shareholders and will consider options if the share price does not reflect the company's value over time [90][94] Question: Can you clarify any remaining CapEx associated with Gimi? - No material payments are expected in the second quarter, with revenues from Gimi to start contributing to the P&L upon commencement of operations [95]

智通财经5月20日电，卡塔尔能源部长表示，液化天然气（LNG）扩张的资本支出需要油价达到70或80 美元。 ...

时间： 北京/香港时间 17:00 活动信息 日期： 2025年5月20日（星期二） 在俄罗斯对欧管道天然气输送量缩减后，全球液化天然气市场正逐步呈现缓和态势。目前，亚洲与欧 洲市场对液化天然气的需求持续疲软，而美国供应强劲。而且预计在本十年内晚些时候，卡塔尔的液 化天然气产能还将进一步增加。 语言： 英文 此次研讨会将深入剖析预期的供应增长趋势，并梳理出那些有望在未来数年内达成财务结算并启动建 设的规划中的液化天然气接收站项目。然而，2021年末至 2023年期间全球范围内出现的液化天然气 需求锐减现象，持续对市场产生影响，液化天然气价格尚未恢复至 2020年之前的水平。 LNG研究团队将在LSEG Academy网络研讨会上发表演讲，探讨2025年的液化天然气（LNG）供需前 景。 参会嘉宾 Samuel Good LSEG 液化天然气研究负责人 Shruti Shah LSEG 高级液化天然气研究专家 我们的产品： LSEG 大宗商品交易 我们的市场洞察、数据管理解决方案和无缝交易执行能力，能在大宗商品交易的市场竞争中为您的企业带来优势。 大宗商品数据是宝贵的资 源 在正确的时间以正确的格式获取正确的信 ...

据塔斯社：俄罗斯与埃及就液化天然气终端项目进行磋商。 ...

智通财经5月14日电，俄罗斯、埃及据悉讨论液化天然气终端项目。 ...

美国能源部长赖特：美国液化天然气向欧洲的供应将持续以有意义的方式增长。 ...