Wall Street analysts forecast that Cheniere Energy (LNG) will report quarterly earnings of $3.83 per share in its upcoming release, pointing to a year-over-year decline of 11.6%. It is anticipated that revenues will amount to $5.17 billion, exhibiting an increase of 16.7% compared to the year-ago quarter.Over the last 30 days, there has been a downward revision of 3.5% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideratio ...

February 19, 2026 05:01 AM GMT AI Infrastructure Identifying Key Beneficiaries Across the Natural Gas Value Chain from AI/Data Center Development M Leveraging the insights of AlphaWise, we estimate that AI data center development will drive +4.8 Bcf/d of incremental domestic natural gas demand by 2030, concentrated in Appalachia/PJM. We identify key beneficiaries across the natural gas value chain. Key Takeaways We introduce a new geospatial analysis of AI-driven data center development that provides increm ...

The AI data center market is projected to surge from $236.44 billion in 2025 to $933.76 billion by 2030, compounding at 31.6% annually. This growth reflects soaring demand for compute, storage, cooling, and power infrastructure as AI workloads spread across industries from finance to healthcare and manufacturing. That kind of expansion also means a sharp step‑up in round‑the‑clock electricity needs, putting energy supply at the center of the AI story. ​This is where the conversation shifts from chips and ...

Group 1 - Centrica has signed a 10-year natural gas supply agreement with Whitecap Resources to manage market-price exposure across its liquefied natural gas portfolio [1] - The agreement will commence in April 2028, with Whitecap delivering 50,000 million British thermal units of natural gas per day to Centrica Energy [1] - The pricing of the natural gas will be linked to the European gas markets benchmark, specifically the Title Transfer Facility [1]

Equinor (NYSE:EQNR) is one of the best value stocks to buy now. On February 5, Equinor and Eneco entered into a five-year gas supply agreement, securing up to 0.5 billion cubic meters/bcm of natural gas per year for the Dutch market. Deliveries to the Netherlands’ gas grid commenced earlier on February 1. This partnership reinforces the long-standing relationship between the Norwegian energy giant and the Rotterdam-based utility provider, which serves over two million customers across the Netherlands, Belg ...

Core Insights - Oneok Inc. reported revenue of $9.07 billion for the quarter ended December 2025, reflecting a year-over-year increase of 29.5% but a revenue surprise of -4.5% compared to the Zacks Consensus Estimate of $9.49 billion [1] - The company's EPS was $1.55, slightly down from $1.57 in the same quarter last year, with an EPS surprise of +4.73% against the consensus estimate of $1.48 [1] Financial Performance Metrics - Oneok's shares have returned +12% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3] Key Operational Metrics - Raw feed throughput for Natural Gas Liquids was reported at 1,586.00 MBBL/d, below the two-analyst average estimate of 1,650.68 MBBL/d [4] - Adjusted EBITDA for Natural Gas Liquids was $723 million, compared to the average estimate of $781.79 million [4] - Adjusted EBITDA for Refined Products & Crude was $567 million, below the average estimate of $608.12 million [4] - Adjusted EBITDA for Natural Gas Pipelines was $261 million, exceeding the average estimate of $224.21 million [4] - Adjusted EBITDA for Natural Gas Gathering and Processing was $541 million, slightly below the average estimate of $574.43 million [4]

Core Viewpoint - CNX Resources Corporation has successfully completed a cash tender offer for its 6.000% Senior Notes due 2029, with 84.04% of the notes tendered, and plans to redeem the remaining notes contingent on a new senior notes offering [1] Group 1: Tender Offer Details - The total principal amount of the 2029 Notes outstanding is $500 million, with tenders received for $420,200,000 [1] - The purchase price for the validly tendered 2029 Notes is set at $1,016.10 for each $1,000 principal amount, plus accrued interest [1] - The settlement date for the tender offer is scheduled for February 26, 2026, after which interest will cease to accrue on the accepted notes [1] Group 2: Redemption Conditions - CNX has issued a conditional notice to redeem all 2029 Notes not purchased in the tender offer at a redemption price of 101.50% of the principal amount, plus accrued interest [1] - The redemption is contingent upon the successful closing of a new senior notes offering and receipt of net proceeds [1] - There is no assurance that the redemption will be completed, as it may be terminated if conditions are not met by the redemption date of March 19, 2026 [1] Group 3: Company Overview - CNX Resources Corporation is a leading natural gas development and production company based in Appalachia, with a focus on ultra-low carbon intensity [1] - As of December 31, 2025, the company reported 9.7 trillion cubic feet equivalent of proved natural gas reserves [1] - CNX is a member of the Standard & Poor's Midcap 400 Index, highlighting its significant market presence [1]

March Nymex natural gas (NGH26) on Monday closed down by -0.062 (-2.03%). March nat-gas prices gave up an early advance on Monday and settled lower after updated US weather forecasts called for above-normal temperatures into the first week of March, potentially reducing nat-gas heating demand.  On Monday, the Commodity Weather Group said above-average temperatures are expected across the eastern half of the US through March 9.   Nat-gas prices initially moved higher on Monday after weather forecasts calle ...

Weather Impact on Markets - Prediction market traders on Polymarket are nearly certain that New York City's weekend snowfall crossed the 20-inch mark, with the 20+ inch outcome at 56% and over $439,000 in volume [1] - U.S. natural gas futures for March delivery spiked as much as 6.8% due to increased heating demand from the storm, although gains have since faded [2] - Henry Hub prices previously spiked to record highs during Winter Storm Fern in January, and traders are monitoring whether prices will hold or fade after the current storm [3] Airline and Delivery Services - Major airline stocks were trading higher in premarket despite significant cancellations at major airports, likely due to a dip in oil prices [4] - DoorDash suspended its NYC operations as a travel ban was enacted, affecting all streets, highways, and bridges [5]

Industry Overview - Natural gas prices are stabilizing around $3.00 per MMBtu, with a recent close at approximately $3.05, influenced by a 144 Bcf storage withdrawal that was slightly below expectations [1] - Inventories are significantly below the five-year average and last year's levels, providing stronger support for prices within the $3.00-$3.15 range [1] LNG Export Impact - LNG export facilities are operating near full capacity, which is reshaping U.S. gas pricing dynamics and reducing reliance on weather fluctuations [3] - The Golden Pass LNG project, backed by QatarEnergy and ExxonMobil, is expected to produce around 18 million tons of LNG annually, nearing first production despite construction delays [4] - A new pipeline will transport up to 1 Bcf per day from the Permian Basin to the terminal, expected to begin initial volumes in early March, further supporting price stability [5] Market Dynamics - The gas market is transitioning from being weather-driven to infrastructure-driven, with overall U.S. consumption dropping by over 15 Bcf per day as temperatures warmed [6] - Rising LNG capacity and steady exports to Mexico suggest that prices may trade within a tighter and more stable range, with storage levels below average but manageable [7] Investment Opportunities - Companies like Expand Energy (EXE), Cheniere Energy (LNG), and Excelerate Energy (EE) are positioned to benefit from the evolving export-centered pricing regime [2][10] - Expand Energy has become the largest natural gas producer in the U.S. and is well-positioned to capitalize on rising demand from LNG exports and electrification trends [9] - Cheniere Energy has a competitive edge with its regulatory approval for LNG exports and strong operational performance, indicating substantial growth potential [11][12] - Excelerate Energy, focusing on LNG infrastructure and services, accounts for about 20% of the global FSRU fleet and is expanding into LNG-to-power and gas distribution [13]