Liquefied Natural Gas
Search documents
Scotiabank Upgrades Cheniere Energy (LNG) to Outperform, Wolfe Research Raises PT
Yahoo Finance· 2026-01-19 12:27
Core Viewpoint - Cheniere Energy, Inc. (NYSE:LNG) is recognized as one of the top American energy stocks to invest in, with recent upgrades in price targets and ratings from major research firms, indicating strong demand for LNG and positive market conditions [1][2][3]. Group 1: Price Target Upgrades - Scotiabank raised its price target for Cheniere Energy from $257 to $266 while maintaining an Outperform rating, citing strong power demand and LNG exports as supportive factors [1]. - Wolfe Research upgraded its rating from Peer Perform to Outperform with a price target of $220, reversing a previous downgrade following Woodside's investment decision on its LNG project [2]. Group 2: Market Conditions and Future Outlook - Wolfe Research highlighted that approximately 70 million tonnes per annum (mtpa), equivalent to about 10 billion cubic feet per day, of export projects are expected to reach final investment decisions by 2025, which may lead to market oversupply later in the decade [3]. - Despite potential oversupply, Wolfe Research believes that the negative news cycle surrounding the LNG market is easing, and that global gas demand could increase as prices decline [4].
Venture Global Trims FY25 EBITDA Guidance Over LNG Price Fluctuations
ZACKS· 2026-01-15 15:20
Company Overview - Venture Global Inc. (VG) is a U.S.-based liquefied natural gas (LNG) company that has updated its full-year operational and financial results, lowering its consolidated adjusted EBITDA guidance from $6.35-$6.50 billion to $6.18-$6.24 billion [1][9] Operational Performance - In the fourth quarter of 2025, VG exported a total of 128 LNG cargoes, achieving LNG sales of 478.3 trillion British thermal units (TBtu) at a weighted average fixed liquefaction fee of $5.15 per million British thermal units (MMBtu) [2][9] - The company exported 38 cargoes from its Calcasieu Pass facility and 90 cargoes from the Plaquemines LNG facility [2] Market Conditions - VG noted that Henry Hub spot prices and international LNG price fluctuations impacted the volumes and pricing of LNG cargoes during the quarter [3] - The company faced tight shipping conditions due to vessel availability constraints in the Atlantic Basin, which affected shipping schedules; however, the impact was partially mitigated by using owned and chartered vessels from its fleet [3] Future Outlook - The forward pricing scenario related to LNG pricing and shipping conditions showed recovery in February and March 2026, suggesting a supportive market environment for VG's business with potential for higher realized margins [4] - Since the announcement on January 12, 2026, Venture Global shares have increased by 7.3% [4]
Venture Global (VG) Jumps 10% as LNG Demand Spikes Up in Winter
Yahoo Finance· 2026-01-09 02:40
Company Performance - Venture Global Inc. experienced a significant share price increase of 10.26 percent, closing at $7.52, as investors anticipated growth in energy demand later in the month [1] - The company is a leading producer and exporter of LNG in the US, with a production capacity exceeding 100 million tons per annum [4] - Despite the recent performance, Venture Global's share price has declined by 70 percent from its initial public offering price of $25 [4] Industry Outlook - US LNG exports are projected to reach a monthly record high in January, driven by colder temperature forecasts that are expected to increase demand [2] - The winter season is viewed as a "seasonally strong" period for the energy sector, with increased consumption for heating needs by households and businesses [3] - Optimism in the LNG sector is shared among producers like Venture Global, NextDecade, and ExxonMobil, indicating a positive outlook for the industry [3]
APA Corp (APA) Jumps 8.5% on LNG Demand Growth, Colder Season
Yahoo Finance· 2026-01-09 02:23
Group 1: Company Performance - APA Corporation (NASDAQ:APA) saw its share prices increase by 8.47% to close at $25.37, driven by a positive outlook for the liquefied natural gas (LNG) industry due to rising demand for power [1] - The company has outperformed the Zacks Consensus Estimate for earnings in three of the last four quarters, indicating strong growth [5] Group 2: Industry Outlook - Zacks Research suggests that the energy industry is entering a phase where demand growth is tied to real, large-scale infrastructure, making companies like APA Corporation, Coterra Energy, Antero Resources, and W&T Offshore attractive for investors [2] - There is a renewed push for gas-fired power generation, driven by increasing electricity needs from data centers and industrial load growth, positioning natural gas as a preferred fuel [3] Group 3: Growth Potential - APA Corporation's asset base in the US, Egypt, and the North Sea, along with ongoing exploration in Suriname, provides multiple growth opportunities [4] - The natural gas acreage in Egypt has significant upside potential under improved pricing, while Suriname offers long-term exploration potential through a capital-light joint venture [4]
Wells Fargo Keeps Equal Weight on Venture Global (VG) Amid CP2 and Plaquemines Growth
Yahoo Finance· 2026-01-02 14:10
Group 1 - Venture Global, Inc. (NYSE:VG) is considered one of the best stocks under $25 to buy now, despite Wells Fargo reducing its price target from $11 to $8 while maintaining an Equal Weight rating [1] - The company is expected to incur cash operating expenses of $462 million in Q4 2025 and $2.0 billion in 2026, which are influenced by its expanding asset base, including vessels, trains, and customers, as well as rising labor prices and development costs related to CP2 and the Plaquemines expansion [1][2] - Venture Global has signed a long-term LNG sales and purchase agreement with Japan's Mitsui & Co., following two other long-term LNG deals with European partners, including a 20-year agreement with Atlantic-See LNG to purchase at least 0.5 million tons per annum (mtpa) of U.S. LNG starting in 2030 [3] Group 2 - The company is actively involved in the construction and development of liquefied natural gas production, with projects including Calcasieu, Plaquemines, CP2, CP3, and Delta [4]
This Year’s IPO Billionaires See Wealth Eroded by Market Moves
Yahoo Finance· 2025-12-29 13:30
分组1 - Newsmax experienced a dramatic share price increase of over 2,200% in its first two days of trading, valuing Chris Ruddy's stake at more than $9.1 billion, but shares subsequently fell nearly 80%, reducing his net worth to about $339 million [1] - Venture Global Inc. had a challenging IPO debut, lowering its share price range by over 40% and seeing shares plunge more than 60% shortly after, leading to co-founders Mike Sabel and Bob Pender each having a net worth of $23.7 billion initially [2] - The Bloomberg Billionaires Index indicates that insiders whose stakes surged to at least $1 billion on the first trading day have seen an average decline of 23% in value over the following weeks or months [3] 分组2 - The return of IPO activity this year resulted in 21 new billionaires, but many companies faced significant declines in share prices after their initial public offerings [4] - Figma's shares fell 55% since its opening IPO price, with a 68% drop from its peak shortly after trading began, reflecting investor disappointment in its revenue outlook [5][7] - Bullish's shares, despite an oversubscribed IPO raising $1.1 billion, have fallen approximately 45% from their peak, indicating volatility in the cryptocurrency market [8][9] - Circle Internet Group's shares more than doubled on its first trading day, but the initial excitement waned, although regulatory developments have helped maintain a price above the offering [10] - Klarna's shares rose 15% on its debut but have since weakened due to increased provisions amid inflation concerns, impacting co-founders' net worth [14] - Webull's shares surged nearly 375% on its first trading day but quickly fell back to the offering price, reflecting the volatility in the retail brokerage sector [21] - CoreWeave's shares increased by 96% since its opening IPO price, becoming a significant player in the AI space, although they have since declined from record highs [22][23]
Legato Merger(LEGOU) - Prospectus
2025-12-19 23:21
As filed with the U.S. Securities and Exchange Commission on December 19, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Legato Merger Corp. IV (Exact name of registrant as specified in its charter) Cayman Islands 6770 98-1880768 (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) Legato Merger Corp. IV 777 Third Avenue, 37 ...
Jim Cramer Highlights Cheniere (LNG) Energy Partners’ 6.27% Yield
Yahoo Finance· 2025-12-17 17:34
Cheniere Energy, Inc. (NYSE:LNG) is one of the stocks that Jim Cramer shared his take on. During the lightning round, a caller asked for Cramer’s thoughts on the stock, and he commented: “Well, what I want you to do is I want you to own, because they [have]… done a lot of work. Cheniere Energy Partners with a 6.27% yield… It’s… cheap, and you got that yield. I think that’s a better play for you.” Jim Cramer Highlights Cheniere (LNG) Energy Partners’ 6.27% Yield Oleksandr Kalinichenko / Shutterstock.com ...
Cheniere Energy (LNG) Falls as LNG Stocks Come Under Pressure
Yahoo Finance· 2025-12-12 11:11
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]
Petronet LNG secures Rs 12,000 crore loan for petrochem project
The Economic Times· 2025-12-10 18:49
Core Viewpoint - Petronet LNG Ltd has secured a ₹12,000-crore term loan from a consortium of banks to finance its petrochemicals project, following a competitive bidding process [2]. Group 1: Financial Details - The loan is provided by a consortium comprising State Bank of India and Bank of Baroda, with each bank sanctioning ₹6,000 crore [2]. - The financing will also support other capital expenditure requirements beyond the petrochemicals project [2]. Group 2: Company Overview - Petronet LNG Ltd is India's largest liquefied natural gas (LNG) importer and is a joint venture involving GAIL, Indian Oil, and Bharat Petroleum Corporation, each holding a 12.5% stake [2]. - The company operates LNG regasification terminals located in Dahej, Gujarat, and Kochi, Kerala, with a total regasification capacity of 22.5 million metric tonnes per annum [2].