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Commodities

Market Chatter: US LNG Cargoes Sail to China for 1st Direct Deliveries Since February 2025

Three US liquefied natural gas cargoes are sailing to China, marking the first direct shipments between the countries in more than a year, according to a Reuters analysis on Tuesday, citing LSEG data.LSEG shipping data showed the vessels departed LNG export terminals in Louisiana last week and are scheduled to reach Tianjin between June 15 and June 20.The planned deliveries come as US President Donald Trump prepares to travel to Beijing this week for talks with Chinese President Xi Jinping.Since Trump returned to office in January 2025, no LNG vessel has shipped directly from the US to China because trade tensions pushed buyers to redirect cargoes elsewhere, the analysis said.Chinese importers holding contracts with US LNG producers sold many shipments to other countries over the past year as stronger global prices created profitable resale opportunities.The analysis cited EBW Analytics, which said China has relied more heavily on pipeline gas supplies from Russia and Central Asia rather than increasing purchases of US LNG.Columbia University researcher Erica Downs said lower inventories could encourage China to buy more LNG from the US, although cheaper pipeline imports and domestic gas production remain more attractive options."Beijing likely views the United States as an unreliable trade partner," Downs said.Umm Al Hanaya departed Cheniere Energy's (LNG) Sabine Pass export terminal on May 5, while Al Sailiya and Id'Asah left Venture Global's Plaquemines facility on May 8, the analysis added, citing LSEG data.If the vessels reach China, they would mark the first direct US LNG shipments to arrive since February 2025, when four cargoes reached Chinese ports before President Donald Trump began his second term.The US Department of Energy said two LNG vessels delivered small portions of US cargoes to China in 2025 and 2026 after unloading most of their shipments in Bangladesh.US DOE added 64 LNG vessels delivered cargoes to China from the US in 2024, compared with 52 in 2023, 30 in 2022 and a record 131 shipments in 2021, according to the analysis.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

$LNG
Sectors

Sector Update: Energy Stocks Slide Late Afternoon

Energy stocks declined late Thursday afternoon, with the NYSE Energy Sector Index dropping 1.9% and the State Street Energy Select Sector SPDR ETF (XLE) falling 1.8%.The Philadelphia Oil Service Sector Index lost 2.5%, and the Dow Jones US Utilities Index shed 1.5%.In sector news, Iran has created a government agency to vet and tax vessels seeking passage through the Strait of Hormuz, the Associated Press reported, citing Lloyd's List Intelligence. Tehran is reviewing the latest US proposals for ending the war.West Texas Intermediate crude oil rose 1.5% to $96.53 a barrel, and global benchmark Brent gained 0.8% at $102.11 a barrel. Henry Hub natural gas futures rose 1.6% to $2.77 per 1 million BTU.US natural gas stocks rose 63 billion cubic feet in the week ended Friday, smaller than the 72 billion rise expected in a Bloomberg survey and following the gain of 79 billion in the previous week.In corporate news, BKV (BKV) shares fell 2.5% after it reported Q1 adjusted earnings Thursday of $0.22 per diluted share, down from $0.44 a year earlier. An analyst polled by FactSet expected $0.36.Cheniere Energy (LNG) shares dropped nearly 4% after the company reported a Q1 loss of $16.65 per diluted share, swinging from earnings of $1.57 a year earlier.Shell (SHEL) shares fell 3.5% after the company reported lower-than-expected Q1 revenue.Tenaris (TS) shares slumped 5.3% after the company said Q2 sales will be affected by lower shipments in the Middle East. Tenaris also named Gabriel Podskubka CEO.

$BKV$LNG$SHEL$TS
Commodities

Cheniere Energy Q1 LNG Exports Hit Record 187 Cargoes

Cheniere Energy reported Q1 earnings Thursday, showing that 187 LNG cargoes were exported, bringing total liquefaction project output to 688 trillion British thermal units, compared to 608 TBtu for the same period a year ago.The energy firm said cumulative production from its liquefaction assets exceeded 4,760 LNG cargoes as of May 1, equivalent to over 325 million tons exported since inception.Cheniere Energy also reported that 60 TBtu of LNG sold on a delivered basis was in transit as of Mar. 31, including 1 TBtu related to commissioning volumes.The company completed Train 5 of its Corpus Christi Liquefaction Stage 3 Project in March 2026, following earlier completions of Trains 1 through 4 between March and December 2025.Price: $248.67, Change: $-12.75, Percent Change: -4.88%

$LNG
Sectors

Sector Update: Energy Stocks Lower Thursday Afternoon

Energy stocks declined Thursday afternoon with the NYSE Energy Sector Index and the State Street Energy Select Sector SPDR ETF (XLE) each falling 1.7%.The Philadelphia Oil Service Sector Index dropped 1.9%, and the Dow Jones US Utilities Index shed 1.1%.In sector news, Iran has created a government agency to vet and tax vessels seeking passage through the Strait of Hormuz, the Associated Press reported, citing Lloyd's List Intelligence. Tehran is reviewing the latest US proposals for ending the war.West Texas Intermediate crude oil rose 1% to $96 a barrel, and global benchmark Brent gained 0.2% at $101.45 a barrel. Henry Hub natural gas futures rose 2.1% to $2.79 per 1 million BTU.US natural gas stocks rose 63 billion cubic feet in the week ended Friday, smaller than the 72 billion increase expected in a survey compiled by Bloomberg and following the gain of 79 billion in the previous week.In corporate news, Cheniere Energy (LNG) shares fell 5.2% after the company reported a Q1 loss of $16.65 per diluted share, swinging from earnings of $1.57 a year earlier.Shell (SHEL) shares fell 3.1% after the company reported lower-than-expected Q1 revenue.Tenaris (TS) shares dropped 5.3% after the company said Q2 sales will be affected by lower shipments in the Middle East. Tenaris named Gabriel Podskubka CEO.

$LNG$SHEL$TS
Wire

Sector Update: Energy

Energy stocks were lower Thursday afternoon, with the NYSE Energy Sector Index dropping 2% and the State Street Energy Select Sector SPDR ETF (XLE) falling 1.8%.The Philadelphia Oil Service Sector Index was decreasing 2.2%, and the Dow Jones US Utilities Index was shedding 1.1%.Front-month West Texas Intermediate crude oil was rising 0.6% to $95.61 a barrel, and the global benchmark Brent crude contract was decreasing 0.5% to $100.78 a barrel. Henry Hub natural gas futures rose 2.1% to $2.79 per 1 million BTU.In corporate news, Cheniere Energy (LNG) shares fell 5% after the company reported Thursday a Q1 loss of $16.65 per diluted share, swinging from earnings of $1.57 a year earlier.

$LNG
Research

Research Alert: Lng: Record Cargoes In Q1 And Strong Project Execution

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Cheniere delivered strong Q1 2026 results with record 187 LNG cargoes (+11% Y/Y) and Adjusted EBITDA of $2.33B (+25% Y/Y), though GAAP showed a $3.5B loss due to $4.8B unfavorable derivative fair value changes. Revenue grew 8% to $5.87B, with management's Adjusted Net Income of $1.01B providing clearer operational visibility. We see robust demand for U.S. LNG and high capacity utilization as supportive of the investment thesis despite accounting volatility. Management raised CY 26 guidance with EBITDA now $7.25B-$7.75B and distributable cash flow $4.75B-$5.25B. Train 5 achieved substantial completion in March, with Trains 6-7 targeted for year-end completion adding 10 mtpa capacity. Major expansion projects totaling 40 mtpa remain on hold pending final investment decisions. We think management should remain cautious given potential Asian buyer shifts back to coal following Middle East geopolitical disruptions that eliminated Qatar's LNG capacity.

$LNG
Equities

Cheniere Energy Swings to Q1 Loss, Revenue Increases

Cheniere Energy (LNG) reported Thursday a Q1 loss of $16.65 per diluted share, swinging from earnings of $1.57 a year earlier.Revenue for the quarter ended March 31 was $5.87 billion, up from $5.44 billion a year earlier.Analysts surveyed by FactSet expected $5.67 billion.Shares of the company were down 3.9% in premarket activity Thursday.

$LNG
Commodities

Update: Woodside Energy Faces Pricing Headwinds for Louisiana LNG

(Adds Woodside's comments)Australia-based Woodside Energy (WDS) is struggling to secure buyers for its planned Louisiana LNG export facility, Reuters reported Thursday.The primary obstacle is the company's insistence on liquefaction fees, the cost added to the base price of gas to process it for transport, that exceed current US market averages, according to the report.While these fees have risen globally due to labor shortages and construction costs, Woodside's high entry point may have identified a pricing ceiling for US LNG exports, it said.As per the report Woodside initially sought fees exceeding $2.80 per million British Thermal Units, significantly higher than the typical US range of $2.40 to $2.50.For comparison, industry leader Cheniere Energy (LNG) charges about $2.60, while Venture Global (VG) sits at the lower end at roughly $2.30."As publicly announced, approximately 10.5 mtpa of Louisiana LNG capacity has been committed. This includes Woodside's intention to take around 8 mtpa into its global LNG portfolio, a 1.0 mtpa FOB LNG sale and purchase agreement with Uniper, and equity aligned offtake obligations equivalent to around 1.5 mtpa to Williams," a Woodside spokesperson said in an email to."Woodside is confident in the contracting momentum at Louisiana LNG and will continue to provide updates through its normal market disclosures," the spokesperson said.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

$LNG$VG$WDS
Commodities

Market Chatter: Woodside Energy Faces Pricing Headwinds for Louisiana LNG

Australia-based Woodside Energy (WDS) is struggling to secure buyers for its planned Louisiana LNG export facility, Reuters reported Thursday.The primary obstacle is the company's insistence on liquefaction fees, the cost added to the base price of gas to process it for transport, that exceed current US market averages, according to the report.While these fees have risen globally due to labor shortages and construction costs, Woodside's high entry point may have identified a pricing ceiling for US LNG exports, it said.As per the report Woodside initially sought fees exceeding $2.80 per million British Thermal Units, significantly higher than the typical US range of $2.40 to $2.50.For comparison, industry leader Cheniere Energy (LNG) charges about $2.60, while Venture Global (VG) sits at the lower end at roughly $2.30.Woodside did not respond to' request for comments.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

$LNG$VG$WDS
Commodities

US LNG Capacity Set to Top 30 Bcf/d by 2030 as Expansion Wave Accelerates

The US is poised to significantly expand its dominance in the global energy market as a massive wave of new liquefaction capacity is scheduled to come online through 2031, according to ananalysis, based on US Energy Information Administration data.US export facilities are currently operating at near-peak levels, with actual exports averaging around 18 billion cubic feet per day in March 2026. This exceeds the nominal baseload capacity of roughly 15.4 Bcf/d, as terminals often run above nameplate levels.In the remainder of 2026, the industry expects to add about 2 Bcf/d of new capacity, led by QatarEnergy and Exxon Mobil (XOM) as they ramp up the first two trains at Golden Pass, which will contribute nearly 1.4 Bcf/d.Cheniere Energy (LNG) is also completing the final units at its Corpus Christi Stage 3 expansion, adding 0.6 Bcf/d. These additions are projected to bring total US nominal capacity to around 17.5 Bcf/d by year-end.The expansion accelerates in 2027, with approximately 5.4 Bcf/d of new capacity scheduled to enter service. This includes the third train at Golden Pass, adding 0.7 Bcf/d, and Venture Global (VG) commissioning Plaquemines Phase 2 in Louisiana, contributing 1.1 Bcf/d.Later in the year, two major greenfield projects are set to come online: Sempra (SRE) bringing Port Arthur Phase 1 online at 1.6 Bcf/d and NextDecade starting up the Rio Grande facility with 1.4 Bcf/d.Additional permitted increases at Plaquemines LNG and Elba Island LNG total 0.6 Bcf/d. These developments are expected to lift US capacity to about 22.9 Bcf/d by the end of 2027.Momentum carries into 2028, with an additional 2 Bcf/d of capacity additions. NextDecade is expected to complete additional units at Rio Grande, adding 0.7 Bcf/d, while Venture Global's CP2 LNG Phase 1 is slated to contribute 1.3 Bcf/d. These projects are projected to raise total US export capacity to approximately 24.9 Bcf/d by year-end.The current construction cycle is expected to culminate between 2029 and 2031, followed by another wave of expansions.Woodside Energy (WDS) is expected to add 2.2 Bcf/d from its Louisiana LNG project, alongside further expansions including Port Arthur Phase 2 at 1.6 Bcf/d, Rio Grande at 1.4 Bcf/d, and additional Venture Global capacity of 0.6 Bcf/d.Upon completion, total US LNG export capacity is forecast to exceed 30 Bcf/d, solidifying the US role as the world's leading LNG supplier.

$LNG$NEXT$SRE$VG$WDS$XOM
Commodities

Kinder Morgan Q1 Earnings Beat Estimates, Lifts 2026 Outlook, RBC Says

Kinder Morgan's (KMI) Q1 earnings exceeded expectations, supported by stronger volumes, winter weather tailwinds and firmer commodity prices, RBC Capital Markets strategists said in a note on Friday.RBC analysts said it now expects 2026 adjusted EBITDA to come in at least 3% above its prior budget, reflecting stronger operating conditions across its network.However, despite the upbeat results, Kinder Morgan shares edged lower following the release, which analysts attributed to limited backlog growth, uncertainty surrounding its Western Gateway project and investor positioning ahead of other earnings in the sector.The broader midstream space has continued to outperform this year. The Alerian MLP Index rose 1.6% in the week ended April 23, outpacing the S&P 500, which gained 1%. Year-to-date, the midstream benchmark is up 14.5%, compared with a 3.8% rise in the S&P 500.RBC said that strength in the sector has been supported by steady cash flows and growing demand for natural gas infrastructure, even as commodity prices remain volatile.Front-month West Texas Intermediate crude rose about 2% on the week to about $97 per barrel, while Henry Hub natural gas prices slipped about 2% to $2.59 per million British thermal units.Cheniere Energy (LNG), in contrast, declined 2.1%, in what RBC analysts said could reflect positioning ahead of earnings and a rotation into other midstream names.Master limited partnerships modestly outperformed C-corporations during the week, with MLPs up 1.2% versus a 1% gain for corporates.Going forward, investors are focused on upcoming earnings from Enterprise Products Partners (EPD) and Oneok (OKE), both scheduled to report on April 28.Market participants will be watching for commentary on the impact of higher commodity prices, producer activity, project ramp-ups, export demand and capital allocation plans, as well as the effects of winter weather and evolving price spreads across key basins.RBC analysts flagged potential read-throughs for other operators, including Williams Companies (WMB), Energy Transfer (ET), Targa Resources (TRGP) and Sunoco (SUN), citing expected tailwinds from seasonal demand, marketing optimization and commodity price volatility.

$EPD$ET$KMI$LNG$OKE$SUN$TRGP$WMB
Oil & Energy

Limited Pipeline Capacity to Cap US Gas Output Growth This Summer, Wood Mackenzie Says

US natural gas production is expected to see only modest growth this summer, constrained largely by pipeline capacity bottlenecks in key regions, analysts at Wood Mackenzie said in a Tuesday note.They said output across the Lower 48 states will be anchored by major producing basins, including the Permian Basin, the Haynesville Shale, the Eagle Ford Shale, and the Marcellus/Utica. Among these, only the Eagle Ford is expected to deliver noticeable incremental growth in the near term.Seasonal price dynamics could also weigh on supply. As in previous summers, relatively soft prices may prompt producers to shut in output, particularly in Appalachia and parts of Western Canada. However, analysts expect production to recover later in the year as pipeline constraints ease.LNG developments, typically a source of downside risk due to potential disruptions such as hurricanes, are providing a counterbalance in 2026.Expansion activity is underway at Cheniere Energy's (LNG) Corpus Christi facility, where Train 6 is undergoing testing ahead of a projected May startup, with Train 7 expected online by mid-to-late summer.Meanwhile, the Golden Pass LNG facility is ramping up, with Train 1 forecast to reach 800 million cubic feet per day by June and additional capacity slated for later in the year.Mexico is poised for structural increases in gas demand, driven largely by power generation needs both domestically and tied to US markets.The Energia Costa Azul Liquefaction project is also expected to significantly boost feed gas demand despite ongoing delays. Still, analysts flagged risks including project postponements, competition between domestic consumption and exports, and weather-related demand variability.Domestic demand in the US remains robust, underpinned in part by structural housing trends. Larger homes with higher ceilings are increasing heating requirements, contributing to greater seasonal demand swings.At the same time, steady growth in electricity consumption continues to support gas-fired power generation as a critical stabilizer for the grid.Globally, supply concerns are further supporting prices. Damage to export infrastructure at Ras Laffan Industrial City in Qatar is expected to have a prolonged impact on LNG output, with full recovery potentially taking years.Analysts say this disruption could help establish a price floor for US LNG exports while reducing financial risks for new developments.The broader geopolitical backdrop is also expected to reinforce the role of energy security, potentially enhancing the US' appeal for energy-intensive industries and supporting longer-term demand growth.

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