Added to YB: 2026-04-14
Pitch date: 2026-04-10
LNG [neutral]
Cheniere Energy, Inc.
-2.66%
current return
Author Info
No bio for this author
Company Info
Cheniere Energy, Inc., an energy infrastructure company, primarily engages in the liquefied natural gas (LNG) related businesses in the United States.
Market Cap
$55.8B
Pitch Price
$268.76
Price Target
N/A
Dividend
0.84%
EV/EBITDA
7.75
P/E
11.00
EV/Sales
4.43
Sector
Oil, Gas and Consumable Fuels
Category
growth
US LNG, the Big Winner of the Crisis?
LNG (overview): Cheniere, largest US LNG exporter, benefits from Qatar attacks cutting 3%+ global supply & Strait of Hormuz risks. Long-term contracts (20yr avg, 15yr remaining) w/ fixed liquefaction fee + 115% Henry Hub price. 27% net margin, 52M tons/yr capacity expanding to 75M by 2030. Europe 55%+ of sales. Risks: US nat gas production plateau/decline by late 2026 per some analysts, potential Russia-EU détente reducing demand, rising US prices hurting competitiveness.
Read full article (10 min)