Golar LNG

GLNG

Market cap $5.48B

The UP World LNG Shipping Index (UPI) declined 1.78% as easing geopolitical tensions, lower spot rates, and the end of winter pressured LNG shipping equities. Despite the seasonal Q2 slowdown, ongoing supply disruptions and increased geographic diversification are expected to drive longer routes and tanker demand, supporting a positive long-term sector outlook. Key outperformers included Nakilat (+9%), Korea Line Corporation (+29.3%), and New Fortress Energy (+23.16%), while Chevron led declines (-5.24%) amid oil price and geopolitical volatility.

GLNG's formal strategic alternatives process, advised by Goldman Sachs, could result in a sale, asset divestment, or merger to maximize shareholder value. Middle East disruptions and Qatar LNG outages highlight GLNG's FLNG solutions, offering faster deployment and a 40% cost advantage over onshore alternatives. Long-term contracted EBITDA (~$850m) provides downside protection, while incremental exposure to LNG prices and new FLNG projects offers upside not fully priced by the market.

Golar LNG's 1st Quarter 2026 results will be released before the market opens on Wednesday, May 20, 2026. In connection with this a webcast presentation will be held at 08:00am Eastern Time (1:00pm London Time) on Wednesday May 20, 2026. The presentation will be available to download from the Investor Relations section at www.golarlng.com

With the energy industry likely to experience continued supply disruptions as the Iran in war continues, investors who are comfortable facing some turbulence may find opportunities in the space. Specifically, the liquefied natural gas (LNG) market is heavily impacted by the closure of the Strait of Hormuz—exports from Qatar and the UAE represent roughly one-fifth of the entire global market and slowed to a near standstill over the past month.

Further to the press release of March 26, 2026 giving notice that the Golar LNG Limited 2026 Annual General Meeting will be held on May 19, 2026, a copy of the Notice of Annual General Meeting and associated information including the Company's Annual Report on Form 20-F can be found on our website at https://www.golarlng.com and in the attachments below.

Golar LNG (GLNG) reported earnings 30 days ago. What's next for the stock?

Golar LNG Limited advises that its 2026 Annual General Meeting will be held on Tuesday May 19, 2026.  The record date for voting at the Annual General Meeting is set to April 6, 2026. A copy of the notice, agenda and associated material will be distributed to shareholders by normal distribution methods prior to the meeting and will also be made available on the Company's website at www.golarlng.com

Golar LNG Limited announces that it has filed its Form 20-F for the year ended December 31, 2025, with the Securities and Exchange Commission in the U.S.

Markets have been rallying lately on optimism about a possible end to the war in Iran. However, lasting damage to the world's supply of liquified natural gas could leave prices elevated long after a resolution is reached—and room to rise for some producers' stocks, according to Goldman Sachs.

Golar LNG Limited (NASDAQ: GLNG) (“Golar” or the “Company”) today announced its Board of Directors has initiated a formal process to evaluate strategic alternatives for the Company. As previewed on the 4th Quarter 2025 results, this review aims to accelerate the FLNG growth pipeline and maximize shareholder value, reflecting Golar's successful transition into a high-growth, pure-play Floating Liquefied Natural Gas (FLNG) company. To support this process, the Company has appointed Goldman Sachs International as its financial advisor.