Cheniere Energy

CQP

Market cap $30.1B

Here is how Cheniere Energy Partners, L.P. (CQP) and EnQuest (ENQUF) have performed compared to their sector so far this year.

Cheniere Energy Partners (CQP) remains a Buy, combining stable income with significant growth potential from Sabine Pass expansion. CQP's Q1 saw a 20.4% revenue increase, driven by pricing power and stable long-term contracts, despite margin compression and derivative losses. The planned Train 7 expansion at Sabine Pass could boost capacity by 33%, supporting a potential 11.6% income yield on current market cap.

CQP advances its Sabine Pass Expansion Project by signing an EPC contract with Bechtel, targeting Phase 1 LNG production capacity of more than 6 MPTA.

HOUSTON--(BUSINESS WIRE)--Cheniere Partners Signs EPC Contract with Bechtel for the First Phase of the Sabine Pass Expansion Project and Issues Limited Notice to Proceed.

HOUSTON--(BUSINESS WIRE)--Cheniere Partners Announces Offering of Senior Notes due 2036 and Senior Notes due 2056.

CQP tops Q1 estimates as higher LNG margins lift revenues and adjusted EBITDA, even as derivative swings cut net income.

CQP tops Q4 estimates as higher LNG margins and lower operating costs boost earnings, while revenues and adjusted EBITDA rise on higher LNG volumes.

Twenty-nine midstream energy companies were evaluated on a relative favorability matrix with factors representing yield, yield coverage, valuation, profitability, growth, and leverage. Based on this analysis, UGP, HESM, and USAC are the most favorable prospects in the midstream industry. I recommend investors who own TRP, GEL, or DKL carefully review their position, as these midstreams compare unfavorably to peers.

HOUSTON--(BUSINESS WIRE)--Cheniere Partners Reports Fourth Quarter and Full Year 2025 Results and Introduces Full Year 2026 Distribution Guidance.

HOUSTON--(BUSINESS WIRE)--Cheniere Partners Declares Quarterly Distributions.