Cheniere Energy

LNG

Market cap $44.9B

The PGIM Jennison Utility Fund advanced and outperformed the 7.6% return of the S&P 500 Utilities Index over the third quarter. Key contributors were Talen Energy Corporation, NextEra and Sempra. Key detractors were Cheniere Energy, Public Service Enterprise Group and Equinix.

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LNG sees U.S. liquefied natural gas demand surging as global buyers grow and capacity expands, but warns of price volatility, rising costs and contract risks.

U.S. liquefied natural gas plants could take on as much as 40 billion cubic feet of natural gas per day in coming years, Cheniere Energy Chief Commercial Officer Anatol Feygin said on Friday.

WMB, LNG, and EE emerge as key stocks as early winter forecasts, LNG exports, and steady demand fuel a third straight weekly rally.

Liquid natural gas (LNG) exports to Europe and Asia, combined with the increasing electricity demand from data centers, are expected to significantly increase natural gas consumption in the U.S.

LNG posts a Q3 earnings beat on stronger LNG pricing and sales, boosts cash flow guidance and raises its dividend.

The U.S. has become the first country to export 10 million metric tonnes (mmt) of liquefied natural gas in a single month, according to preliminary data from financial firm LSEG.

The AI boom is driving a massive increase in electricity demand, particularly from data centers, which is expected to significantly increase natural gas consumption in the United States in the coming years.

Cheniere Energy, Inc. ( LNG ) Q3 2025 Earnings Call October 30, 2025 11:00 AM EDT Company Participants Randy Bhatia - Vice President of Investor Relations Jack Fusco - President, CEO & Director Anatol Feygin - Executive VP & Chief Commercial Officer Zach Davis - Executive VP & CFO Conference Call Participants Jeremy Tonet - JPMorgan Chase & Co, Research Division Theresa Chen - Barclays Bank PLC, Research Division John Mackay - Goldman Sachs Group, Inc., Research Division Spiro Dounis - Citigroup Inc., Research Division Brandon Bingham - Scotiabank Global Banking and Markets, Research Division Jean Ann Salisbury - BofA Securities, Research Division Manav Gupta - UBS Investment Bank, Research Division Presentation Operator Good day, and welcome to the Third Quarter 2025 Cheniere Energy Earnings Call and Webcast. Today's conference is being recorded.