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EQT: Benefiting From Natural Gas Fundamentals
Seeking Alpha· 2025-08-30 09:30
Group 1 - EQT Corporation has experienced significant year-over-year improvement in its share price due to increasing natural gas demand [2] - The company is focused on realizing higher assets and continuing its growth trajectory [2] - The Value Portfolio employs a fact-based research strategy to identify investments, including thorough analysis of 10Ks, analyst commentary, market reports, and investor presentations [2]
X @Bloomberg
Bloomberg· 2025-08-29 08:28
A Chinese terminal appeared to take delivery of some liquefied natural gas from a US-sanctioned Russian facility, according to shiptracking data, which would mark the first such trade as Moscow tries to maintain its energy exports. https://t.co/ji0h3vgQPR ...
CF Energy Announces Financial Results For the Three-month and Six-month periods ended June 30, 2025
Globenewswire· 2025-08-28 12:00
TORONTO, Aug. 28, 2025 (GLOBE NEWSWIRE) -- CF Energy Corp. (TSX-V: CFY) (“CF Energy” or the “Company”, together with its subsidiaries, the “Group”), an energy provider in the People’s Republic of China (the ”PRC” or “China”), announces that the Company has filed its unaudited interim consolidated financial results for the three-month and six-month periods ended June 30, 2025. The unaudited condensed interim consolidated financial statements and Management’s Discussion and Analysis (“MD&A”) can be downloade ...
Sempra Infrastructure and EQT Announce Long-Term LNG Supply Agreement from Port Arthur LNG Phase 2
Prnewswire· 2025-08-27 12:00
HOUSTON and PITTSBURGH, Aug. 27, 2025 /PRNewswire/ -- Sempra Infrastructure, a subsidiary of Sempra (NYSE: SRE), and EQT Corporation (NYSE: EQT) today announced a 20-year definitive sales and purchase agreement (SPA) for the supply of 2 million tonnes per annum (Mtpa) of liquefied natural gas (LNG) offtake from the Port Arthur LNG Phase 2 development project in Jefferson County, Texas. Pursuant to the SPA, EQT will purchase the LNG on a free-on-board basis at a price indexed to Henry Hub. "This agreement un ...
X @Bloomberg
Bloomberg· 2025-08-27 07:45
Canadian Energy Minister Tim Hodgson said his government is taking steps toward exporting natural gas to Europe, and criticized former Prime Minister Justin Trudeau for not making the same effort https://t.co/828rRsFVDg ...
Cheniere Energy: Strong Performance, Solid Liquidity, And Market Opportunity To Support Its Valuation
Seeking Alpha· 2025-08-26 12:36
With the continued transformation in the business and digital landscape, energy demand may rise in the coming years. Natural gas and liquefied natural gas or LNG are at the forefront of energy security across the globe. This is an opportunityI have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I ha ...
X @Bloomberg
Bloomberg· 2025-08-26 11:28
PetroChina has proposed buying three natural gas storage companies for $5.6 billion https://t.co/ErwlSTO4YF ...
X @Bloomberg
Bloomberg· 2025-08-25 17:05
Pakistan plans to ask Qatar to delay delivery of liquefied natural gas supply over the next five years as the South Asian country grapples with weak demand and mounting import costs https://t.co/wlqEtEknWN ...
Range Resources: Tax Change Benefits Offsets Impact From Weaker Natural Gas Prices
Seeking Alpha· 2025-08-22 22:07
Core Insights - Range Resources Corporation (NYSE: RRC) has shown strong operational performance and made slight positive revisions to its guidance [2] - The company increased its full year production guidance by 1% while simultaneously lowering its capital expenditures (capex) and operating costs [2] Company Overview - Range Resources Corporation is focused on the energy sector and has been highlighted for its operational efficiency and strategic adjustments [2] - The company is associated with an analyst, Aaron Chow, who has over 15 years of analytical experience and a background in mobile gaming [2] Analyst Insights - The analyst, Aaron Chow, is recognized as a top-rated analyst on TipRanks and has a history of co-founding a mobile gaming company that was acquired [2] - The investing group Distressed Value Investing, led by the analyst, emphasizes value opportunities and distressed plays within the energy sector [2]
昆仑能源(00135.HK):天然气销售量增利减LNG加工储运稳健增长
Ge Long Hui· 2025-08-21 19:59
LPG 销售稳步增长,业绩小幅下滑。1H25 年公司LPG 销售量同比增加4.9%至306.84 万吨,其中LPG 零 售增长2.8%至100.31 万吨而批发量增加5.9%至206.53 万吨。LPG 销售总收入增速为1.03%,低于销气增 速,推测主要受LPG 单位售价下滑所致。1H25 公司实现LPG 业务税前利润5.44 亿元,同比减少 3.03%。 维持"买入"评级。考虑到公司天然气税前利润率出现下滑,以及油价回落影响勘探与生产业绩,我们下 调公司2025-2027 年归母净利润预测为59.80、62.54、65.73 亿元(原值为63.90、69.09、74.78亿元)。 对应的EPS 分别为0.69、0.72、0.76 元/股。当前股价对应2025-2027 年PE 分别为10.2、9.8、9.3 倍。公 司计划将2025 年分红比例提升至45%,当前股价股息率约为4.4%,维持"买入"评级。 风险提示:天然气采购成本上涨;下游天然气需求不及预期。 事件:昆仑能源发布2025 年中期业绩。1H25 公司实现营业收入975.43 亿元,同比增长4.97%;归属于 上市公司股东的 31.61 亿元, ...