News

A prolonged Iran war is creating multiple profit channels across energy, including higher crude prices, record refining margins, LNG shortages and extreme shipping costs.

APA vs. LNG: Which Stock Is the Better Value Option?

EQNR deepens its Asia LNG push with a long-term PTT Trading supply deal and targets an expansion of its global LNG portfolio by the early 2030s.

Sticky inflation, higher interest rates and pricier energy are reshaping where money flows in the market, and not every stock is built for this mix. Some businesses feel the pinch from rising costs and tighter credit, while others find fresh pricing power and cash flow strength. This article walks through three large-cap U.S. energy stocks exposed to these crosscurrents and explains how the latest macro shock could affect their risk and return profile. The three stocks covered next are just a...

Cheniere Energy (NYSE:LNG) reported a quarterly loss, driven primarily by negative movements in LNG-linked derivative contract values. Management attributed the hit to derivatives to heightened geopolitical risks and sharp swings in global gas prices during the quarter. The swing to a quarterly loss tied to LNG contract derivatives comes as global gas markets experience pronounced price volatility. Cheniere's move into a quarterly loss tied to LNG-linked derivatives plays out against wider...

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

European gas storage sits near 67% capacity, below EU targets, as shipping constraints tighten supply. Equinor, Cheniere Energy, and Shell stand to benefit from widening transatlantic price spreads.

BASF's Durasorb LNG MAX gains traction at Cheniere's Corpus Christi LNG facility, with rollout across all trains targeted by end-2027.

LNG could benefit as QatarEnergy seeks multi-year U.S. LNG supplies to replace volumes disrupted by damage to its Ras Laffan facility.

Energy stocks were mixed late Friday afternoon, with the NYSE Energy Sector Index down 0.1% and the

(Updates with response from Cheniere in fourth paragraph.) Venture Global (VG), Cheniere Energy (

Energy stocks were higher Friday afternoon, with the NYSE Energy Sector Index up 0.1% and the State

(Updates with response from Woodside in fourth paragraph.) Venture Global (VG), Cheniere Energy (

European natural gas prices are surging, creating opportunities for Venture Global, Cheniere Energy, Shell, Equinor and U.S. gas producers.

California Resources (CRC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The milestone comes as Bechtel continues to hone in on liquefied natural gas infrastructure projects as a source of work and revenue.

KGEI vs. LNG: Which Stock Is the Better Value Option?

S&P said on Friday that Bloom Energy, Everpure (P) and Illumina (ILMN) will join the S&P 500 index.

Bloom Energy Corp. Astera Labs Cheniere Energy and Everpure top a list of companies that could be added to the S&P 500 as part of the index’s quarterly rebalancing that will occur later this month. Any changes to the benchmark index likely will be announced Friday after the close of trading, and the changes likely will go into effect around the time of the rebalancing on Sept. 21. Investors apparently are betting that Bloom and Astera will make the cut because both stocks are rallying Friday.

Bloom Energy and Cheniere Energy are two of the most likely inclusions in the benchmark index, according to Stephens analyst Melissa Roberts.

Bloom Energy Corp. Astera Labs Cheniere Energy and Everpure top a list of companies that could be added to the S&P 500 as part of the index’s quarterly rebalancing that will occur later this month. Any changes to the benchmark index likely will be announced Friday after the close of trading, and the changes likely will go into effect around the time of the rebalancing on Sept. 21. Each quarter, S&P Dow Jones Indices, which oversees the rebalances the index—along with the and S&P SmallCap 600)—to reflect changes in component share counts and other factors.

Management guided 2026 volumes to 53 to 54 MTPA, with a third of the increase from Stage 3

Cheniere Energy completes CCL Stage 3 and ships its 5,000th LNG cargo, expanding capacity to about 56 mtpa and global reach.

Cheniere Energy, Inc. (NYSE:LNG) is substantially completing the Corpus Christi Stage 3 expansion, with contractor Bechtel handing over the seventh and final liquefaction train. The project adds more than 10 million tonnes per annum (mtpa) of LNG capacity, lifting Cheniere’s overall production capacity to roughly 56 mtpa, an increase of more than 20%. The timing […]

During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Stock Grader recommendations for 98 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly. This Week’s Ratings Changes: Upg

Why Cheniere Energy Matters After Fresh Capacity Outlook Cheniere Energy (LNG) is back in focus after investment firm commentary highlighted expectations for steady cash flow growth as new liquefied natural gas capacity starts up and additional export volumes become available to the market. The discussion centers on Cheniere Energy’s US export terminals and their growing LNG capacity, which investment research links to potential future cash flow improvements and a larger role for the company...

Cheniere Energy stock has delivered a very strong 231.8% return over the past 5 years, yet its latest valuation checks lean more cautious and flag the shares as not obviously cheap overall. Over the last 5 years, a 231.8% total return puts Cheniere Energy among the stronger performers and raises the bar for what counts as attractive value from here. Expectations that expanding LNG capacity can support future cash generation are central to the bull case, while exposure to LNG linked...

Cheniere Energy (LNG) is expected to deliver steady cash flow growth as new LNG capacity starts up,

Cheniere's 16.1% rally meets stronger 2026 guidance, record production and expansion progress, but a richer valuation raises execution stakes.

Cheniere's earnings strength, positive estimate revisions and cash generation support its rally, while valuation and leverage pose risks.