Cheniere Energy

LNG

Market cap $47.1B

Cheniere Energy Partners said on Thursday it had signed a contract with ​Bechtel Energy for engineering, procurement and construction for the ‌first phase of its Sabine Pass LNG expansion project in Cameron Parish, Louisiana.

HOUSTON--(BUSINESS WIRE)--Cheniere Partners Announces Pricing of $1 Billion Senior Notes due 2036 and $750 Million Senior Notes due 2056.

AR, EXE and LNG are on watch as gas slips below $3 on hefty storage builds; summer heat, hurricanes and LNG exports could shift demand.

Cheniere Energy advances Stage 3 expansion as Train 6 produces first LNG, supporting higher exports and long-term global supply growth.

Key Takeaways: On a year-over-year basis, 96.0% of the Alerian Midstream Energy Index (AMNA) by weighting have grown their dividends. MLPs largely drove sequential growth in payouts for 1Q26, while most corporations kept their dividends steady.

SHEL's LNG growth, rising volumes and ARC deal may drive stronger cash flows and returns ahead.

LNG expects 2026 consolidated adjusted EBITDA in the range of $7.25-$7.75 billion, revised upward from the previous guidance of $6.75-$7.25 billion.

Cheniere Energy NYSE: LNG raised its full-year 2026 financial outlook after reporting higher first-quarter adjusted results, record LNG exports and stronger production expectations, while executives said geopolitical disruptions in the Middle East have tightened global LNG markets and reinforced demand for reliable U.S. supply.

Cheniere Energy remains a 'Buy,' with valuation offering a solid margin of safety despite recent macro-driven market concerns. LNG's Q1 paper loss was driven by derivative mark-to-market accounting, but distributable cash flow stayed robust at $1.67 billion. 2026 guidance was raised, with DCF now projected at $4.75–$5.25 billion and production outlook increased to 52–54 million tons.

Cheniere Energy, Inc. (LNG) Q1 2026 Earnings Call Transcript