Core Viewpoint - EQT Corporation is set to release its third quarter financial and operational results on October 21, 2025, followed by a conference call on October 22, 2025, at 10:00 a.m. ET to discuss the results and engage in a Q&A session with analysts [1]. Company Overview - EQT Corporation is a leading vertically integrated natural gas company in the United States, primarily focused on production and midstream operations in the Appalachian Basin [2]. - The company emphasizes responsible development of its asset base, operational efficiency, technology, and sustainability to produce environmentally responsible and low-cost energy [2]. - EQT is committed to the safety of its employees, contractors, and communities, as well as reducing its overall environmental footprint, with core values centered around trust, teamwork, heart, and evolution [2].

November Nymex natural gas (NGX25) on Thursday closed down by -0.034 (-0.98%). Nov nat-gas prices fell from a 2.5-month nearest-futures high on Thursday and settled lower.  Long liquidation weighed on nat-gas prices Thursday after updated US weather forecasts turned warmer for the middle of this month, potentially reducing heating demand for nat gas.  Forecaster Atmospheric G2 said Thursday that after a brief cool spell, temperatures are expected to rise above normal in the middle of the US for October 12 ...

Core Insights - Hungary has signed its largest ever deal to purchase liquefied natural gas (LNG) from French company Engie, marking a significant step in diversifying its energy supply away from its primary energy provider [1] Group 1: Deal Details - The agreement with Engie is the second in two months, indicating a strategic shift in Hungary's energy procurement strategy [1] - This deal is part of Hungary's broader efforts to enhance energy security and reduce reliance on a single supplier [1]

Core Insights - EQT Corporation (NYSE:EQT) is highlighted as a key stock benefiting from the increasing energy demand driven by AI and data centers [2] - The company is the largest gas producer in the US, positioning it well to capitalize on rising energy needs [2] Industry Overview - There is a significant surge in power generation growth in the US after a 20-year stagnation, which is essential for supporting AI technologies [3] - The demand for natural gas is expected to grow rapidly, but current supply levels are low due to a colder than anticipated winter, which has depleted natural gas storage [3] Company Analysis - EQT Corporation focuses on upstream and midstream natural gas operations in Pennsylvania, with some of the lowest production costs in the country [3] - Despite the potential of EQT as an investment, there is a belief that certain AI stocks may offer higher returns with limited downside risk [3]

Core Viewpoint - Energy Transfer LP is close to finalizing a deal to sell liquefied natural gas (LNG) from its Lake Charles export terminal to MidOcean Energy, a subsidiary of EIG Global Energy Partners [1][2]. Group 1: Agreement Details - The agreement between Energy Transfer and MidOcean, announced in April, involves MidOcean committing to 30% of the construction costs for the Lake Charles terminal [2]. - MidOcean is entitled to receive 30% of the LNG production, which amounts to approximately 5 million metric tons per year [2]. Group 2: Current Status and Market Context - The deal has not yet been fully completed, with no immediate comments from EIG or Energy Transfer regarding the status [3]. - MidOcean has recently expanded its LNG operations, acquiring a stake in a Petronas-backed terminal in Canada, in addition to its projects in Peru and Australia [3]. - Analysts predict a global oversupply of LNG by 2027 as U.S. and Qatari supplies increase [3].

Core Viewpoint - Tamboran Resources has agreed to acquire Falcon Oil & Gas, creating one of the largest acreage holders in Australia's Beetaloo basin with approximately 2.9 million net prospective acres [1][4] Transaction Details - The acquisition involves Tamboran taking ownership of all Falcon subsidiaries in exchange for 6.5 million shares of its common stock and $23.7 million in cash, valuing Falcon at around $172 million (€146.33 million) [1][2] - Falcon's investors will hold a 26.8% stake in the combined entity, while Tamboran shareholders will hold 73.2% [2] - The deal has received unanimous approval from both companies' boards and is expected to close in the first quarter of 2026, pending shareholder approval [2] Strategic Implications - This acquisition extends Tamboran's footprint in the Beetaloo depocentre, increasing its working interest in the phase two development area to 80.62% [2] - Tamboran is currently engaged in a farmout process with RBC Capital Markets to identify a new development partner while maintaining a significant working interest [3] - Falcon's CEO stated that the transaction will provide shareholders with increased exposure to the ongoing pilot development in the Beetaloo, eliminating uncertainties regarding Falcon's involvement in the phase two farmout [3] Company Statements - Tamboran's chairman and interim CEO described the transaction as a logical consolidation of two of the Beetaloo Basin's most active companies [4] - Following the completion of the deal, Tamboran will control approximately 2.9 million net prospective acres, including non-operating stakes in blocks held by Daly Waters Energy [4]

Core Insights - Kinder Morgan, Inc. (NYSE:KMI) is recognized as one of the best LNG stocks to buy according to hedge funds [1] - The company is the largest LNG provider to the Midwest, with significant growth potential due to the ongoing LNG boom [2] - Kinder Morgan has long-term contracts to transport 8 billion cubic feet per day (bcfd) of natural gas, aiming to increase this to 12 bcfd by 2028 [3] - The company has increased its project backlog from $8.8 billion to $9.3 billion, adding $1.3 billion in new projects [3] - Kinder Morgan maintains a strong dividend policy, currently offering an annual dividend yield of 4.12% and having paid $1.3 billion in dividends in the first half of 2025 [4] - The company operates approximately 79,000 miles of pipelines and 139 terminals, making it one of the largest energy infrastructure companies in North America [4]

Core Insights - Cheniere Energy, Inc. (NYSE:LNG) is recognized as one of the top LNG stocks favored by hedge funds [1] - The company is the largest LNG producer in the U.S. and the second-largest globally, with a significant portion of its sales directed to foreign buyers under long-term contracts [2] Production and Capacity Expansion - Cheniere Energy plans to double its LNG production capacity to 90 million metric tons per annum (mtpa) by constructing additional export facilities at Sabine Pass and Corpus Christi [3] - The company has recently increased its LNG capacity by 1 mtpa through enhanced efficiencies at its existing plants [3] Financial Strategy and Growth Outlook - Cheniere Energy anticipates deploying over $25 billion in available cash towards growth initiatives, share repurchases, balance sheet management, and dividends through 2030 [4] - The company aims to generate more than $25 per share of distributable cash flow by the early 2030s, indicating a strong focus on financial performance and shareholder returns [4]

Core Insights - EQT Corporation is recognized for its strong profitability outlook and is included in the list of 14 stocks expected to double in the next five years [1] - Bernstein SocGen Group has reaffirmed its Outperform rating on EQT with a price target of $72, highlighting the company's advantageous position amid rising Appalachian gas prices [2] - The recent sale of GlobalConnect, valued at approximately €8 billion, along with EQT's substantial natural gas inventory and production capacity, enhances its growth potential [3] Company Overview - EQT Corporation operates in the Appalachian Basin, producing, gathering, and transmitting natural gas and liquids, while also providing marketing, pipeline capacity management, and risk-hedging services [4] - The company has a market valuation of $30.53 billion and is projected to experience a 68% revenue increase this year, benefiting from favorable pricing conditions and selective asset monetization [3]

Group 1 - Expand Energy expects U.S. Gulf Coast LNG export capacity to double to approximately 28 billion cubic feet (bcf) a day by 2030 [1]