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Why Cheniere Energy (LNG) is a Top Value Stock for the Long-Term
ZACKS· 2025-12-16 15:41
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Sty ...
Here Is Why the Hold Strategy Is Apt for EQT Stock Right Now
ZACKS· 2025-12-16 14:56
Key Takeaways EQT shares gained 23.1% over the past year, beating the Oils-Energy sector and peers in the same sub-industry.EQT sees gas demand rising from data centers and power plants, potentially adding 10 Bcf/d by 2030.But, EQT plans to keep much of its 2026 gas production unhedged, increasing exposure to price volatility.EQT Corporation (EQT) , one of the largest U.S.-based producer of natural gas, has witnessed an impressive rise of 23.1% in its share price over the past year, outperforming the broade ...
Ovintiv Enters Into Agreement for Cedar LNG Capacity
Prnewswire· 2025-12-15 22:30
Core Viewpoint - Ovintiv Inc. has signed a 12-year agreement with Pembina Pipeline Corporation for 0.5 million tonnes per annum of liquefaction capacity at the Cedar LNG facility, enhancing its access to export markets and supporting its strategy to maximize profitability from its Montney gas resource [1][2]. Group 1: Agreement Details - The agreement allows Ovintiv to export 0.5 million tonnes per annum of LNG, with Pembina providing transportation and liquefaction capacity over a 12-year term, starting with commercial operations expected in late 2028 [1]. - The partnership is aimed at supplying low-cost Canadian natural gas to international markets, which is expected to support energy security and contribute to global emissions reductions [2]. Group 2: Strategic Implications - This agreement is a significant step in Ovintiv's strategy to expand market access and enhance the profitability of its natural gas resources by participating in global LNG markets [2]. - The export from the west coast of Canada is noted to offer the shortest shipping distance to Asian LNG markets from North America, positioning Ovintiv favorably in the competitive landscape [1].
Insiders Buy Natural Gas Stocks: 2 for the Watchlist
Yahoo Finance· 2025-12-15 19:49
Executive signing documents, symbolizing insider buying in the natural gas industry. Key Points Kinder Morgan is well-positioned to benefit from a growing pipeline of projects, with many coming online over the next two years. NextDecade is an up-and-coming LNG liquefaction company that may become a takeover target once its primary projects are operational. Insiders are buying these LNG stocks, well-positioned to benefit from today's demand increases. Interested in NextDecade Corporation? Here are five ...
Natural Gas Powers the US—Now It Powers AI, Too | Presented by CME Group
Bloomberg Television· 2025-12-15 18:37
Energy Consumption & Projections - Data centers' electricity consumption in the US has seen tremendous growth since 2018 [1] - In 2018, data centers accounted for 19% of US electricity consumption [1] - By 2023, data centers consumed 415% of US electricity, approximately 147 terawatt hours [1] - Data center electricity consumption is projected to rise to over 600 terawatt hours by 2030 [1] - This year's data center electricity consumption has grown by over 30% in 2 years [1] Natural Gas Market Impact - Increased electricity demand could significantly impact the natural gas market [2] - Natural gas is the primary source for electrical generation in the United States [2] - Increased demand could potentially raise natural gas prices and increase volatility [2] - Natural gas prices have been low for the last 15 years due to the boom in fracking [2]
Uniper and Vermilion sign natural gas supply contract in Germany
Yahoo Finance· 2025-12-15 15:23
Core Insights - Uniper has signed a two-year contract with Vermilion's local subsidiary to procure all natural gas production from German operations, aiming to diversify its gas portfolio [1][3] - The agreement includes both low and high-calorific natural gas, which Uniper will distribute to its customers across Germany [1] - The contract is expected to enhance the reliability of the domestic energy supply and signal security and stability for the German energy market [2][3] Company Operations - Vermilion, based in Calgary, Canada, has been active in the German market since 2014 and holds the largest exploration acreage in Lower Saxony [4] - The company focuses on producing domestically sourced natural gas with lower carbon intensity [4] - Vermilion expects to produce approximately 2.4 billion kilowatt-hours of natural gas in Germany this year, sufficient to meet the annual gas needs of around 220,000 households [5] Environmental Impact - Supplying German-produced gas to Uniper is projected to reduce CO₂ emissions compared to natural gas imports and strengthen the resilience of the German energy system during the transition period [6] - Vermilion's operations adhere to robust safety and environmental standards, delivering a significantly lower carbon footprint than imported natural gas [6]
Has Natural Gas Sell-Off Improved Risk Reward for Buyers?
ZACKS· 2025-12-15 15:01
Core Insights - Natural gas futures have seen significant volatility, with prices dropping approximately 20% from a three-year high due to milder weather forecasts, reversing an earlier rally above $5 per million British thermal units [3][10] - The market is currently assessing whether the recent price correction reflects underlying fundamentals adequately, with a focus on potential entry points for investors [1][6] Market Dynamics - Natural gas prices are highly sensitive to weather forecasts, with recent predictions of normal temperatures alleviating concerns about heating demand [2][4] - Despite the price drop, storage data indicates a tightening supply backdrop, with a reported withdrawal of 177 billion cubic feet, reducing the surplus compared to the five-year average [8][9] Export Demand - U.S. liquefied natural gas (LNG) feedgas demand is at record levels, driven by strong international consumption from Europe and Asia, which continues to support prices despite short-term volatility [11][12] - Even with reduced domestic heating demand, LNG exports are absorbing a growing share of U.S. supply, maintaining elevated price levels compared to historical norms [12] Investment Opportunities - Recommended stocks for investors include Expand Energy (EXE), Cheniere Energy (LNG), and Excelerate Energy (EE), which are well-positioned to benefit from stabilizing gas prices amid strong export demand and tightening inventories [2][10][13] - Expand Energy has emerged as the largest natural gas producer in the U.S., with a projected 317.7% year-over-year earnings surge for 2025 [15][16] - Cheniere Energy holds a competitive edge with its LNG export capabilities and has seen a 20% increase in earnings estimates for 2025 [17][18] - Excelerate Energy focuses on LNG infrastructure and services, accounting for about 20% of the global Floating Storage Regasification Units fleet, with a 2.4% year-over-year growth forecast for 2025 [19][20]
National Fuel Announces Successful $350 Million Private Placement of Common Stock
Globenewswire· 2025-12-15 11:45
WILLIAMSVILLE, N.Y., Dec. 15, 2025 (GLOBE NEWSWIRE) -- National Fuel Gas Company (“National Fuel” or the “Company”) announced today that it has entered into a subscription agreement (the “Subscription Agreement”) with a group of investors (the “Investors”) for a private placement of common stock (the “Offering”). Upon closing of the Offering, the Company expects to receive gross proceeds of $350 million, before deducting fees and expenses, resulting from the sale of approximately 4.4 million shares of commo ...
Cheniere: LNG Negativity Is Not Supported By Fundamentals (Rating Upgrade)
Seeking Alpha· 2025-12-13 10:00
Core Insights - Cheniere Energy (LNG) shares have decreased over 9% this year and are approximately 23% below their all-time highs, primarily due to weaker natural gas spot prices in Europe and Japan [1] Company Performance - The decline in Cheniere Energy's share price is attributed to the downturn in natural gas prices, impacting investor sentiment and market performance [1]
We will go into recession if we do this: Larry McDonald
Youtube· 2025-12-13 07:00
Federal Reserve Actions - The Federal Reserve has cut interest rates and restarted quantitative easing, with the Atlanta Fed GDP at 3.5%, indicating good growth [2] - The fiscal deficit is projected at $1.8 trillion, approximately 6% of GDP, complicating fiscal policy decisions for the current administration [3] Investment Opportunities - There is a significant capital expenditure forecast for AI, estimated at $1.2 trillion for 2025 and 2026, which is expected to inject substantial liquidity into the economy [2] - Hard assets such as gold, silver, and commodities are anticipated to benefit from the current economic setup [4] Stock Market Dynamics - A large amount of cash, approximately $8 trillion, is currently held in money market accounts, which may shift into stocks as interest rates decline [5] - Value stocks are expected to perform well in a regime of higher rates and sticky inflation [6] Market Concentration Risks - The top two stocks in the S&P 500, Nvidia and Microsoft, now account for nearly 15% of the index, raising concerns about market concentration and fiduciary responsibilities [6][7] - Nvidia and Microsoft are trading at high valuations, with Nvidia at 23 times sales and Microsoft at close to 14 times sales, indicating potential overvaluation risks [8] Infrastructure and Energy Sector - There is a call to focus on the underlying infrastructure supporting AI, such as natural gas, copper, coal, and power grid stocks, rather than just the high-profile tech names [9] - Concerns about the aging power grid and infrastructure could lead to significant challenges for companies like Nvidia, with predictions of a potential 50% decline in its stock price due to these issues [10][11]