NextDecade

NEXT

Market cap $1.81B

HOUSTON--(BUSINESS WIRE)--NextDecade Corporation (‟NextDecade” or the ‟Company”) (NASDAQ: NEXT) announced today that it will host a conference call and webcast on Friday, May 1, 2026, at 11:00 a.m. Eastern Time (10:00 a.m. Central Time) to discuss developments from the first quarter of 2026. The Company expects to issue an accompanying press release and presentation that day before the market opens. The press release, presentation, and webcast may be accessed through the Company's website at ht.

U.S. federal regulators on Friday approved a request by NextDecade to increase the peak number of construction workers ​at its Rio Grande LNG project in Texas, ‌according to a regulatory filing.

Conflict in the Middle East is driving governments to seek out alternative supplies of energy. NextDecade could be part of the solution.

Shares of US liquefied natural gas (LNG) companies have rallied sharply amid the ongoing Iran conflict, as rising global gas prices boost near-term profitability. However, analysts warn that sustained high prices could undermine long-term demand and complicate expansion plans for the industry.

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A board director scooped up shares of NextDecade. Demand for the LNG provider's services is soaring.

NextDecade (NEXT) is upgraded to Strong Buy, citing improved prospects for U.S. Gulf Coast LNG shippers amid global energy security concerns. NEXT's Rio Grande LNG project targets 30 mpta by 2028, with expansion potential to 60 mpta by 2040, rivaling industry leaders. Contracted volumes, strong financial partners, and U.S. asset safety underpin NEXT's investment case despite high leverage and ongoing legal risks.

Iran's missile strikes on Qatar's giant Ras Laffan liquefied natural gas (LNG) hub have handed U.S.-based natural gas names an abrupt tailwind, as traders scramble to reprice a market that suddenly looks much tighter for years, not months.

The disruption in the LNG market has been a boon to U.S. exporters, including the two largest players, Cheniere Energy and Venture Global.

U.S. exporters of liquefied natural gas—Venture Global, NextDecade, and Cheniere—stand to be big winners from the conflict in Iran.