Cheniere Energy, Inc. (NYSE:LNG) is one of the stocks Jim Cramer shared his takes on. Noting that the stock has been sliding for nearly a year now, a caller asked if it is a good time to invest in it or if the decline would continue. Cramer replied: “Well, you know, I’ve got to tell you, it’s not my favorite right here. I prefer, as I say in How to Make Money in Any Market, I much more prefer the higher-yielding ones. I think ONEOK is better, and I really like Enterprise Product Partners here. I think tho ...

市场人士介绍，撒哈拉以南LNG市场成型得益于资源禀赋与市场需求的共振，叠加政策优化、技术创 新及区域合作的推动。不过，部分地区局势动荡、基建薄弱等挑战仍存，但撒哈拉以南非洲天然气市场 成型的大趋势难以阻挡。 目前，撒哈拉以南非洲天然气市场正在成型。尼日利亚依托超200万亿立方英尺天然气储量推进"天然气 十年"计划，近18个月天然气项目最终投资决策签约金额超80亿美元，阿乔库塔—卡杜纳—卡诺天然气 管道等关键基建稳步推进，液化石油气(LPG)与压缩天然气(CNG)在交通、工业领域需求显著增长。塞 内加尔与毛里塔尼亚合作开发的跨境气田可采储量超15万亿立方英尺，2025年实现产气并出口LNG， 一期达产后年产能230万吨，二期规划产能250至300万吨，预计2028年开工。莫桑比克凭借超150万亿立 方英尺可采储量加速崛起，道达尔能源计划重启200亿美元大型LNG项目，印企合计持股40%并获得销 售权;Rovuma LNG项目规划年产能1800万吨，旗下科拉尔南浮式液化天然气生产储卸项目年产能340万 吨已实现全球供应。坦桑尼亚57万亿立方英尺天然气储量中近九成位于深水气田，壳牌与挪威国油推进 的420亿美元LN ...

Global Commodities Outlook for the 2026 Energy, CleanTech & Utilities Conference Ride the Power Race and Supply Waves January 2026 Daan Struyven Managing Director Co-Head of Global Commodities Research Goldman Sachs & Co. LLC +1 212-357-4172 Daan.Struyven@gs.com Samantha Dart Managing Director Co-Head of Global Commodities Research Goldman Sachs & Co. LLC +1 212-357-9428 Samantha.Dart@gs.com Investors should consider this report as only a single factor in making their investment decision. For Reg AC certifi ...

Core Viewpoint - The discussion focuses on the natural gas sector, specifically the Marcellus and Haynesville regions, highlighting the macro and microeconomic factors influencing the industry [1][2]. Group 1: Macro Insights - The conversation will begin with macroeconomic factors affecting the natural gas market before delving into specific company insights [2]. Group 2: Company Insights - Nick, the CEO of Expand, is expected to share his views on underappreciated aspects of the natural gas story and outline key objectives for the year 2026 [2].

In this article, we are going to discuss the best natural gas stocks to buy right now.US natural gas futures surged by approximately 10% in 2025, driven by high energy demand from data centers and record LNG exports from the country. However, after hitting a near three-year high in early December, natural gas prices have since fallen by over 34% due to forecasts pointing to warmer temperatures and, hence, lower heating demand.In its Short-Term Energy Outlook report last month, the US Energy Information Admi ...

Expand Energy Conference Call Summary Company Overview - **Company**: Expand Energy (NasdaqGS:EXE) - **Date**: January 06, 2026 Industry Insights Natural Gas Market - The macro outlook for natural gas remains constructive despite recent volatility, which presents opportunities for companies with low-cost assets and strong market connectivity [3][4] - U.S. natural gas production has increased by over 5 billion cubic feet (bcf) per day year-over-year, with Haynesville leading this growth at approximately 3 bcf per day [5][6] - The sustainability of this production growth at current price levels is uncertain, with expectations of mid-cycle prices around $3.50-$4.00 [9][10] Production Dynamics - Expand Energy curtailed production in 2024 due to low prices, leading to a planned increase in 2025, which contributed significantly to the overall production growth [7][8] - The company noted that local demand in regions like Appalachia has driven production increases, indicating a correlation between demand and production capabilities [8][9] - The efficiency of the industry has improved, allowing for more gas production with existing capital expenditures [15] Demand Trends - Weather-adjusted gas burns are strong, driven by increased power demand, particularly from data centers [16][17] - The market is currently not loose, with supply and demand dynamics indicating a balanced market as the company heads into 2026 and 2027 [17] International Market Influences - The potential return of Russian gas to Europe could indirectly impact Henry Hub prices, with expectations that global energy demand growth will remain robust [18][19] - The elasticity of LNG demand differs from domestic natural gas demand, with lower international prices leading to increased LNG demand [20] Company Strategy Capital Allocation - Expand Energy's capital allocation strategy remains stable between the Marcellus and Haynesville basins, with a focus on optimizing cash flow at mid-cycle prices [35][36] - The company is exploring opportunities in the Western Haynesville, which presents a lower-cost entry point compared to other recent transactions in the area [37][38] Hedge-to-Wedge Strategy - The company employs a hedge-to-wedge strategy to protect capital at risk, hedging eight quarters forward to manage near-term price exposure effectively [28][29][30] Future Outlook - The company anticipates that the traditional core of Haynesville can grow a few more bcf per day, but overall growth will require looking to higher-cost assets in East Texas and the Mid-Continent [55][56] - The marginal break-even for growth in the U.S. is expected to be above $3.50, indicating that producers may not be motivated for growth unless prices reach $4-$4.50 [15][57] Key Takeaways - Expand Energy is well-positioned to capitalize on market volatility with its low-cost assets and strategic planning [4] - The company is optimistic about the future, with a focus on efficiency and capital allocation to maximize returns [15][36] - The dynamics of the natural gas market, including production, demand, and international influences, will continue to shape the company's strategy moving forward [19][20]

About Us Reviews Site Map Your Ad Choices Advertising Contact us IBD Stock Charts IBD Stock Checkup Stock Quotes Stock Market Today The Big Picture My Stock Lists Information in Investor's Business Daily is for informational and educational purposes only and should not be construed as an offer, recommendation, solicitation, or rating to buy or sell securities. The information has been obtained from sources we believe to be reliable, but we make no guarantee as to its accuracy, timeliness, or suitability, in ...

The ProShares UltraShort Bloomberg Natural Gas ETF ( KOLD ) is an inverse leveraged exchanged-traded fund designed to provide traders with -2x the daily performance of the Bloomberg Natural Gas Subindex. The strategy is heavily traded, with $177 million inMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in profe ...

Core Insights - Natural gas prices began 2026 on a weaker note due to warmer weather forecasts, lower-than-expected storage withdrawals, and strong U.S. production, which pressured prices despite strong liquefied natural gas (LNG) demand [1][4][9] Industry Overview - Natural gas futures experienced a weekly loss as traders reassessed winter heating demand, with the benchmark U.S. contract settling at $3.618 per million British thermal units, down from an early spike above $4 [3] - Warmer-than-normal forecasts for mid-January reduced expected heating demand, while a storage withdrawal of 38 billion cubic feet was below expectations, indicating a looser supply-demand balance [3] - U.S. LNG exports remained near record highs, with average feedgas flows to major export terminals reaching new peaks in December, highlighting the growth in overseas demand for U.S. gas [4] Investment Focus - Investors are advised to monitor natural gas-focused stocks such as EQT Corporation, Expand Energy, and Coterra Energy, which are more aligned with long-term supply and demand dynamics rather than short-term weather fluctuations [2][6] - The near-term outlook for natural gas is expected to be influenced by updated weather forecasts and storage reports, with colder conditions potentially tightening supply balances [5] Company Highlights - **EQT Corporation**: The leading natural gas producer in the U.S., with over 90% of its production/sales being natural gas. EQT has consistently beaten earnings estimates, with a trailing four-quarter earnings surprise of approximately 16.7% [7][8] - **Expand Energy**: The largest natural gas producer in the U.S. post-merger, with significant assets in the Haynesville and Marcellus basins. The company is well-positioned to benefit from increasing demand driven by LNG exports and other trends, with a projected 317.7% year-over-year earnings per share surge for 2025 [10][11] - **Coterra Energy**: An independent upstream operator with over 60% of its production being natural gas. Coterra has a favorable expected earnings growth rate of 27.8% over the next three to five years, compared to the industry average of 17.2% [12][13]

Core Viewpoint - CNX Resources Corp. will announce its Q4 2025 financial results on January 29, 2026, at 6:45 a.m. Eastern Time, followed by a Q&A conference call and webcast [1][2]. Group 1: Financial Results Announcement - The financial results for Q4 2025 will be released along with a press release containing links to prepared remarks, presentation materials, and supplemental information [1]. - A Q&A conference call and webcast will follow the financial results announcement [2]. Group 2: Company Overview - CNX Resources Corporation is a premier natural gas development and production company with a focus on ultra-low carbon intensity, operating primarily in the energy-rich region of Appalachia [3]. - As of December 31, 2024, CNX had 8.54 trillion cubic feet equivalent of proved natural gas reserves [3]. - The company is a member of the Standard & Poor's Midcap 400 Index, emphasizing its significant market presence and operational capabilities [3].