SHansche Investment thesis LNG sales totaled 12.5 mln tons in 4Q 2023 (we forecast 11.3 mln tons, meaning a difference of 10.6%). LNG selling prices across all segments averaged $384/t, down 6% from our forecast of $409/t. In 2023, the volume of LNG sold exceeded production capacity by 6%, reflecting the high efficiency of Cheniere…
Felix Cesare/Moment via Getty Images Cheniere Energy (NYSE:LNG) has made significant strides in building operations into a cash-generating machine. With Stage 3 at their Corpus Christi Liquefaction location expected to produce its first LNG at the end of eFY24, Cheniere is expected to experience strong aEBITDA and DCF growth. In addition to operational excellence, management…
CHUNYIP WONG With the Biden administration putting a pause on LNG terminal permitting, let’s catch up on Cheniere Energy (NYSE:LNG). While on the surface the news sound like a negative, I actually think it’s a positive for Cheniere. In November, I lowered my rating on the stock to “Hold” as it closed in on my…
sefa ozel/iStock via Getty Images Introduction LNG sector’s journey in 2023 was quite a bumpy ride due to the persistent weakness in prices. That left many companies grappling with their performance. Cheniere Energy Partners (NYSE:CQP), the operator of the Sabine Pass LNG Terminal in Cameron Parish, Louisiana, faced its fair share of challenges as its…
Khanchit Khirisutchalual/iStock via Getty Images Investment Thesis Cheniere Energy Partners (NYSE:CQP) presents an investment case marked by both growth prospects and challenges. The company has secured a long-term contract with BASF to supply 800,000 metric tons of LNG per year until 2043. This contract essentially locks in a stable revenue stream for the next two…
Suphanat Khumsap/iStock via Getty Images Introduction In the realm of energy investments, few stories appear as compelling as that of Cheniere Energy (NYSE:LNG). Over the past few years, this liquefied natural gas producer has been there ready to respond to changes in the market and help keep the lights on across Europe and the world….