Cheniere Energy, Inc., an energy infrastructure company, primarily engages in the liquefied natural gas (LNG) related businesses in the United States. It owns and operates the Sabine Pass LNG terminal in Cameron Parish, Louisiana; and the Corpus Christi LNG terminal near Corpus Christi, Texas. The company also owns Creole Trail pipeline, a 94-mile natural gas supply pipeline that interconnects the Sabine Pass LNG Terminal with several interstate and intrastate pipelines; and operates Corpus Christi pipeline, a 21.5-mile natural gas supply pipeline that interconnects the Corpus Christi LNG terminal with various interstate and intrastate natural gas pipelines. It is also involved in the LNG and natural gas marketing business. The company was incorporated in 1983 and is headquartered in Houston, Texas.

Cheniere Energy демонстрирует смешанную картину по ключевым метрикам. Значительное снижение P/E до 5.06 свидетельствует о потенциальной недооцененности, однако это также может указывать на риски, учитывая, что компания имеет высокое долговое бремя с коэффициентом долговой нагрузки 3.02, что в 584.4% превышает медиану отрасли. В то же время, высокие показатели ROA и ROI (18.56 и 43.13 соответственно) подчеркивают эффективность использования активов и капитала, что является позитивным знаком для инвесторов. Дивидендная доходность на уровне 0.26% остается стабильной, что также поддерживает интерес к акции. Тем не менее, отрицательные значения ROE и return on tangible equity указывают на имеющиеся проблемы с рентабельностью. В части выручки и чистой прибыли, компания показывает устойчивый рост, что позитивно сказывается на оценке. Таким образом, несмотря на ряд сильных позиций, высокие уровни долга и нестабильность в рентабельности создают значительные риски для инвесторов, что необходимо учитывать при оценке будущего роста цен на акции.

Cheniere Energy, Inc.

Honeywell today announced that its Board of Directors has declared a quarterly dividend payment of $1.19 per share on the Company's common stock. The dividend is payable on June 5, 2026, out of surplus to holders of record at the close of business on May 15, 2026.
Energizer Holdings announced that its Board of Directors declared a dividend on its common stock of $0.30 per share. The dividend will be payable on June 10, 2026, to shareholders of record as of the close of business on May 20, 2026.
The Board of Directors of Stepan has declared a quarterly cash dividend on the Company's common stock of $0.395 per share. The dividend is payable on June 15, 2026, to common stockholders of record on June 1, 2026. The Company increased its quarterly cash dividend in the fourth quarter of 2025 by $0.010 per share, marking the 58th consecutive year that the Company has increased its cash dividend to stockholders.
Cheniere Energy today announced that its Board of Directors has declared a quarterly cash dividend of $0.555 per common share payable on May 19, 2026 to shareholders of record as of the close of business on May 11, 2026.
Wells Fargo today announced its board of directors approved a quarterly common stock dividend of $0.45 per share, payable June 1, 2026, to stockholders of record on May 8, 2026.
Williams' board of directors has approved a regular dividend of $0.525 per share, or $2.10 annualized, on the company's common stock, payable on June 29, 2026, to holders of record at the close of business on June 12, 2026. This is a 5% increase from Williams' 2025 quarterly dividend of $0.50 per share. Williams has paid a common stock dividend every quarter since 1974.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Daily Dividend Report: HON,ENR,SCL,LNG,WFC,WMB

Key Points
The Strait of Hormuz closure has disrupted 20% of global LNG supplies.
U.S. LNG exporters Venture Global and Cheniere Energy have helped fill the supply gap.
Natural gas pipeline companies like Kinder Morgan are also benefiting from the U.S. LNG export boom.
Oil has gotten most of the attention this year. Crude prices are up more than 60% this year to over $100 a barrel due to the war with Iran and its impact on oil supplies out of the Persian Gulf.
However, the war is having an equally massive impact on the global liquified natural gas (LNG) market. Before the war, 20% of global LNG supplies passed through the Strait of Hormuz each day. Until recently, no LNG carrier had left the Persian Gulf since the conflict began, driving prices up by a third. Here's a look at what this means for your portfolio.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Filling the gap
The Middle Eastern nation of Qatar is a global leader in LNG. Qatar's North Field is the largest non-associated natural gas field in the world, accounting for about 10% of the world's known gas reserves. The country has spent decades developing this resource by building LNG facilities. It currently operates 14 trains with an annual capacity of 77 million tonnes, or about 20% of global supplies. Qatar currently isn't exporting LNG due to the closure of the Strait of Hormuz. Further, Iran attacked and damaged two LNG trains (U.S. oil giant ExxonMobil owns an interest in both facilities), which will take three to five years to repair.
The war has created a massive LNG supply gap, which U.S. LNG exporters are currently filling. U.S. LNG exporters are on pace to load a record 32.2 million metric tons of LNG during the first four months of this year, a 28% increase from last year. They're on track to ship over 7 million metric tons this month, completely offsetting the 6.9 million tons of displaced supply from Qatar.
Venture Global's (NYSE: VG) Plaquemines LNG terminal has played a crucial role in helping supply the world with much-needed LNG. It loaded almost 6.5 million tons of LNG in the first quarter, a 240% increase from last year. Meanwhile, Cheniere Energy's (NYSE: LNG) Sabine Pass terminal accounted for a quarter of all U.S. LNG exports in the first quarter (7.9 million tons). Additionally, ExxonMobil and QatarEnergy recently shipped the first LNG cargo from their Golden Pass terminal on the U.S. Gulf Coast.
What this means for your portfolio
The war-fueled surge in LNG prices will affect companies operating in countries that rely on LNG to fuel their economies. China, Japan, India, and Europe are among the biggest global LNG import markets. Last year, Europe's LNG imports soared 30% as the continent continued to reduce its reliance on Russian natural gas. Europe was the primary destination of U.S. LNG exports this year (72% of the total). Utilities and large manufacturers across Europe and Asia will feel the impact of higher LNG prices this year, eroding profit margins.
While the stock prices of companies tied to LNG and energy consumption in Europe and Asia will take a hit, U.S. energy companies will get a notable boost. LNG operators Venture Global and Cheniere will deliver higher earnings from the combination of increased volumes and LNG pricing on non-contracted volumes. In addition to the near-term impact of the supply disruption, these companies should benefit from higher future demand as countries seek to diversify their supply away from the Middle East. That should enable them to approve additional capacity expansions in the coming years.
Meanwhile, natural gas pipeline operators will see higher volumes this year. For example, leading U.S. gas pipeline company Kinder Morgan (NYSE: KMI) got a war-fueled boost in the first quarter. Natural gas transportation volumes jumped 8% in the first quarter, primarily due to LNG deliveries on the Tennessee Gas Pipeline. Kinder Morgan also noted that it expects the supply disruption in the Middle East to drive additional demand for U.S. LNG, creating more opportunities to expand its gas pipeline infrastructure.
LNG: The overlooked energy trade
Most investors have focused on the impact the war is having on the oil market. However, it's having an equally meaningful impact on LNG. Major LNG importers will feel the pinch of higher prices while U.S. exporters are seeing a boom. LNG terminal operators and gas pipeline companies should continue to benefit long after the war ends as LNG importers seek to source more of their volumes from the U.S. That makes them compelling long-term investment opportunities.
Should you buy stock in Venture Global right now?
Before you buy stock in Venture Global, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Venture Global wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $492,752!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,327,935!*
Now, it’s worth noting Stock Advisor’s total average return is 991% — a market-crushing outperformance compared to 201% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 28, 2026.
Matt DiLallo has positions in Kinder Morgan. The Motley Fool has positions in and recommends Cheniere Energy and Kinder Morgan. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

LNG Prices Are Up a Third Since the War Began. Here's What It Means for Your Portfolio.

Goldman Sachs Kicks Off Earnings Season

Rising geopolitical tensions in the Middle East are once again reshaping the global energy markets, particularly the liquefied natural gas (“LNG”) landscape. Supply disruptions in key exporting regions, combined with shipping risks through critical routes like the Strait of Hormuz, have tightened global LNG availability. This has created a favorable backdrop for U.S.-based exporters like Cheniere Energy LNG, which stands to benefit from sustained international demand and higher realized prices. While companies like Venture Global VG and Chevron CVX also operate in the LNG space, Cheniere’s positioning as a leading U.S. exporter gives it a unique edge in capitalizing on current market dynamics.
Middle East Tensions Driving LNG Demand
The ongoing instability in the Middle East is contributing to a structural tightening of LNG supply. Disruptions in Qatar — one of the world’s largest LNG exporters — along with shipping uncertainties, have reduced the available global supply. At the same time, Europe’s gas storage levels remain significantly below normal, forcing early and aggressive restocking ahead of winter. This combination is pushing international LNG prices higher, even as U.S. natural gas prices remain relatively subdued.
Unlike oil, LNG requires specialized infrastructure for transport, which limits how quickly supply can respond. This creates a strong incentive for buyers in Europe and Asia to secure long-term contracts from reliable suppliers like Cheniere Energy. While Venture Global continues to expand its modular LNG operations and Chevron leverages its large-scale projects in Australia, Cheniere Energy’s established export infrastructure positions it as a key supplier in this tightening market. In particular, the company’s scale and contract visibility stand out.
Cheniere Energy’s Price Performance Lags Peers
Despite favorable industry dynamics, Cheniere’s stock performance has been lackluster. Shares of the company are up about 13% over the past year, significantly trailing Venture Global, which has gained more than 37%, and Chevron, which is up 36.6%. This divergence suggests that while investors recognize the broader natural gas export opportunity, they may already be pricing in stronger growth expectations for VG and the diversified strength of CVX.
1-Year Price Performance
Image Source: Zacks Investment Research
However, this relative underperformance could also present an opportunity. While Venture Global’s rapid expansion and Chevron’s integrated model continue to attract investors, Cheniere Energy offers a more focused exposure to U.S. LNG exports. The current geopolitical environment could help narrow this performance gap if earnings continue to improve.
Strong Earnings Growth Outlook
Cheniere’s earnings outlook remains solid, supported by favorable pricing and expanding capacity. The Zacks Consensus Estimate projects earnings growth of 27% in 2026, followed by another 10% increase in 2027. This growth is driven not only by higher LNG prices but also by improved operational efficiency and expanding export capacity.
Image Source: Zacks Investment Research
The company’s financial performance already reflects these strengths. In 2025, Cheniere reported strong gains, with revenues rising sharply and net income increasing significantly, supported by higher realized prices and disciplined cost management. According to its latest presentation, adjusted EBITDA reached nearly $6.9 billion for the year, highlighting strong operating leverage. In other words, Cheniere Energy offers a balance of growth visibility and operational stability, compared with Venture Global’s aggressive expansion strategy and Chevron’s diversified earnings base.
Image Source: Cheniere Energy
Cheniere Energy’s Valuation and Competitive Positioning
From a valuation standpoint, Cheniere looks interesting. The stock is priced at a discount to Chevron on a forward price-to-earnings basis but commands a premium relative to Venture Global. This reflects its established market position and stable cash flows, supported by long-term contracts covering the majority of its capacity.
Valuation Comparison
Image Source: Zacks Investment Research
While VG’s lower valuation may appeal to growth-oriented investors, and CVX offers diversification and dividend stability, Cheniere Energy provides a more direct play on global LNG demand. Its highly contracted business model reduces exposure to short-term price volatility, though it may limit upside during periods of extreme price spikes. Still, compared with Venture Global and Chevron, Cheniere’s balance of stability and growth remains compelling.
Investment Takeaway
Cheniere Energy is well-positioned to benefit from ongoing Middle East tensions and tightening global LNG supply. Strong demand from Europe, combined with supply disruptions in key regions, supports a favorable pricing environment. Cheniere’s scale, contract visibility and expanding capacity provide a clear pathway for sustained earnings growth. However, with the stock already reflecting some of these positives and lagging in recent performance, upside may be more measured in the near term. Cheniere Energy stock currently carries a Zacks Rank #3 (Hold), suggesting investors may want to wait for a more attractive entry point while monitoring global LNG market developments.
You can see the complete list of today’s Zacks #1 Rank stocks here.
Zacks' Research Chief Picks Stock Most Likely to "At Least Double"
Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren’t winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%.
See Our Top Stock to Double (Plus 4 Runners Up) >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Is Cheniere Energy the LNG Stock to Buy on Mideast Tension?

Wall Street recorded a strong performance last week, with benchmark indexes like the Nasdaq Composite, the S&P 500, and the Dow Jones Industrial Average advanced 4.1%, 3.1% and 2.7%, respectively. Last week's gains were largely supported by easing geopolitical tensions in the Middle East. Oil prices, which had been highly volatile, declined sharply midweek before stabilizing, further boosting market sentiment. Economic data also came in mixed, with inflation readings broadly in line with expectations, consumer sentiment weakened, and GDP growth for late 2025 revised lower.
The headline Consumer Price Index (CPI) rose 0.9% in March, pushing the year-over-year inflation rate to 3.3%. This jump was mostly fueled by a 10.9% spike in energy prices linked to the conflict. However, core CPI remained stable with a 0.2% monthly increase. Consumer confidence struggled, with the University of Michigan sentiment index plunging to a historic low of 47.6% in April. U.S. economic growth slowed more than previously estimated in the fourth quarter, according to the report published by the Commerce Department's Bureau of Economic Analysis. The gross domestic product rate was estimated to have increased at a downwardly ‌revised 0.5% annualized rate. Currently, markets are more sensitive to geopolitical developments than to mixed economic fundamentals.
Regardless of market conditions, we, here at Zacks, provide investors with unbiased guidance on how to beat the market.
As usual, Zacks Research guided investors over the past three months with its time-tested methodologies. Given the prevailing market uncertainty, you may want to look at our feats to prepare better for your next action.
Here are some of our key achievements:
Telefônica Brasil and FirstEnergy Following Zacks Rank Upgrade
Shares of Telefônica Brasil S.A. VIV have gained 14.9% (versus the S&P 500’s 1.6% decrease) since it was upgraded to a Zacks Rank #1 (Strong Buy) on Feb. 9.
Another stock, FirstEnergy Corp. FE, which was upgraded to a Zacks Rank #2 (Buy) on Feb. 9, has returned 10.3% (versus the S&P 500’s 1.6% decrease) since then.
Zacks Rank, our short-term rating system, has earnings estimate revisions at its core. Empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
An equal-weight portfolio of Zacks Rank # 1 stocks outperformed the equal-weight S&P 500 index by 7.7 percentage points in the year-to-date 2026 period (through March 3, 2026); The Zacks Rank #1 stocks returned +6.57% through March 3, while the equal-weight S&P 500 index lost -1.14% of its value.
In 2025, this hypothetical equal-weight portfolio returned +17.81% vs. +10.85% for the index, while performance comparison was +22.4% vs. +13.7% in 2024. Over the preceding 10-year period (2016 through 2025), this portfolio of qual-weight Zacks Rank #1 stocks outperformed the equal-weight S&P 500 index by more than 7 percentage points (+18.55% vs. +11.65%).
Image Source: Zacks Investment Research
Zacks Recommendation Upgrades Seanergy Maritime and Roku
Shares of Seanergy Maritime Holdings Corp SHIP and Roku, Inc. ROKU have advanced 29.8% (versus the S&P 500’s 1.8% decrease) and 15.8% (versus the S&P 500’s 2.1% decrease) since their Zacks Recommendation was upgraded to Outperform on Feb. 11 and Feb. 10, respectively.
While the Zacks Rank is our short-term rating system that is most effective over the one- to three-month holding horizon, the Zacks Recommendation aims to predict performance over the next 6 to 12 months. However, just like the Zacks Rank, the foundation for the Zacks Recommendation is trends in earnings estimate revisions.
The Zacks Recommendation classifies stocks into three groups — Outperform, Neutral and Underperform. While these recommendations are determined quantitatively, our analysts have the flexibility to override them for the 1100+ stocks they closely follow based on their better judgment of factors such as valuation, industry conditions and management effectiveness than the quantitative model.
Zacks Focus List Stocks Virtu Financial, Cheniere Energy Shoot Up
Shares of Virtu Financial, Inc. VIRT, which belongs to the Zacks Focus List, have gained 42.7% over the past 12 weeks. The stock was added to the Focus List on July 31, 2023. Another Focus-List holding, Cheniere Energy, Inc. LNG, which was added to the portfolio on Sept. 6, 2022, has returned 37.1% over the past 12 weeks. The S&P 500 has declined 2% over this period.
The 50-stock Focus List portfolio returned +6.65% in 2026 (through February 28) vs. +0.68% for the S&P 500 index and +7.06% for the equal-weight version of the index.
The portfolio returned +22.1% in 2025 vs. +17.9% for the S&P 500 index and +11.4% for the equal-weight version of the index.
The Zacks Focus List portfolio returned +18.41% in 2024 vs. +25.04% for the S&P 500 index and +13% for the equal-weight S&P 500 index. The portfolio had returned +29.54% in 2023 vs. +26.28% for the S&P 500 index and +13.61% for the equal-weight S&P 500 index. In 2022, the portfolio returned -15.2% vs. the S&P 500 index’s -17.96%.
Through February 28, 2026, the portfolio’s rolling returns on a one-year, three-year, five-year, ten-year, and since 2004 have been +29.35% (vs. +17% for the S&P 500 index), +23.13% (vs. +21.81%), +14.15% (vs. +14.19%), +16.79% (vs. +15.50%) and +12.38% vs. (+10.66%), respectively.
Unlock all of our powerful research, tools and analysis, including the Focus List, Zacks #1 Rank List, Equity Research Reports, Zacks Earnings ESP Filter, Premium Screener and more, as part of Zacks Premium. Gain full access now >>
Zacks ECAP Stocks Church & Dwight and Amgen Make Significant Gains
Church & Dwight Co., Inc. CHD, a component of our Earnings Certain Admiral Portfolio (ECAP), has jumped 8.5% over the past 12 weeks. Amgen Inc. AMGN has followed Church & Dwight with 8.2% returns.
The Zacks Earnings Certain Admiral Portfolio (ECAP), which consists of 30 concentrated, ultra-defensive, long-term Buy-and-Hold stocks, returned -2.3% in the fourth quarter of 2025 vs. the S&P 500 index’s +2.7% gain (SPY ETF). For 2025 as a whole, the portfolio returned -1.67% vs. +17.9% gain for the S&P 500 index.
For the year 2024, the portfolio returned +16.26% vs. +24.89% for the S&P 500 index (SPY ETF). In 2023, the portfolio returned +12.17% vs. +26.28% for the S&P 500 index. The portfolio returned -4.7% in 2022 vs. the S&P 500 index’s -17.96%.
With little to no turnover and annual rebalance periodicity, ECAP seeks to minimize capital loss by holding shares of companies whose earnings streams exhibit a proven 20+ year track record of surviving recessionary periods with minimal impact on aggregate earnings growth relative to the overall S&P 500.
The ECAP and many other model portfolios are available as part of Zacks Advisor Tools, a cloud-based solution to access Zacks award-winning stock, mutual fund and ETF research. Click here to schedule a demo.
Zacks ECDP Stocks Fastenal and Johnson & Johnson Outperform Peers
Fastenal Company FAST, which is part of our Earnings Certain Dividend Portfolio (ECDP), has returned 15.9% over the past 12 weeks. Another ECDP stock, Johnson & Johnson JNJ, has also climbed 11.6% over the same time frame. Of course, the inclination of investors toward quality dividend stocks to secure an income stream amid heightened market volatility contributed to this performance.
With an extremely low beta and a history of minimum earnings variability over the last 20+ years, this 25-stock portfolio helps to significantly mitigate risk.
The Zacks Earnings Certain Dividend Portfolio (ECDP) returned -2.1% in 2025 Q4 vs. the S&P 500 index’s +2.7% gain and the Dividend Aristocrats ETF’s (NOBL) +1.6% return. For 2025, the portfolio returned -0.6% vs. +6.8% gain for the Dividend Aristocrat ETF.
For the full year 2024, the portfolio returned +6.95% vs. +24.89% for the S&P 500 index and +6.72% for NOBL.
The portfolio returned -0.9% in 2023 vs. +26.28% for the S&P 500 index and +8.11% for NOBL. The portfolio returned -2.3% in 2022 vs. -17.96% for the S&P 500 index and -8.34% for NOBL.
Click here to access this portfolio on Zacks Advisor Tools.
Zacks Top 10 Stock Monolithic Power Systems Delivers Solid Returns
Monolithic Power Systems, Inc. MPWR, from the Zacks Top 10 Stocks for 2026, has jumped 44.6% since the list was released on Jan. 5, 2026, compared with the S&P 500 index’s 0.5% decrease during this period.
The Top 10 portfolio retuned +10.5% in 2026 (through February 28) vs. +0.5% for the S&P 500 index and +6.3% for the equal-weight version of the index.
The Top 10 portfolio returned +22.6% in 2025 vs. +17.9% for the S&P 500 index and +11.4% for the equal-weight version of the index.
The Top 10 portfolio returned +62.98% in 2024, vs. +25.04% for the S&P 500 index and +13% for the equal-weight version of the index. The portfolio had returned +25.15% in 2023 vs. +26.28% for the S&P 500 index.
Through the end of February 2026, the Top 10 portfolio has produced a cumulative return of +2,761.6% since 2012 vs. +564.8% for the S&P 500 index and +435% for the equal-weight version of the index. The portfolio has produced an average annual return of +26.4% in the period 2012 through February 28, 2026 vs. +13% for the S&P 500 index and +11% for the equal-weight version of the index.
Quantum Computing Stocks Set To Soar
Artificial intelligence has already reshaped the investment landscape, and its convergence with quantum computing could lead to the most significant wealth-building opportunities of our time.
Today, you have a chance to position your portfolio at the forefront of this technological revolution. In our urgent special report, Beyond AI: The Quantum Leap in Computing Power, you'll discover the little-known stocks we believe will win the quantum computing race and deliver massive gains to early investors.
Access the Report Free Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Beat the Market the Zacks Way: FirstEnergy, Seanergy Maritime, Amgen in Focus

The Eventide High Dividend ETF is seeing unusually high volume in afternoon trading Thursday, with over 115,000 shares traded versus three month average volume of about 32,000. Shares of ELCV were up about 1% on the day.
Components of that ETF with the highest volume on Thursday were Micron Technology, trading up about 0.1% with over 21.5 million shares changing hands so far this session, and Exxon Mobil, down about 0.6% on volume of over 10.7 million shares. GE Vernova is the component faring the best Thursday, up by about 4.2% on the day, while Cheniere Energy is lagging other components of the Eventide High Dividend ETF, trading lower by about 3%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Thursday's ETF with Unusual Volume: ELCV

Cheniere Energy LNG is supported by a tightening global liquefied natural gas (“LNG”) market, where ongoing supply disruptions are limiting exports and slowing new capacity additions. Issues in key regions like Qatar, along with continued geopolitical tensions involving Russia and the Middle East, have reduced available supply. This has created a stronger pricing environment. Europe, still heavily dependent on imported LNG, is expected to remain a steady buyer, supporting long-term demand for U.S. exports.
Cheniere Energy’s recent performance reflects these favorable conditions. In 2025, revenues increased 27% and net income rose 64%, even though LNG volumes saw only modest growth. Higher realized prices and better cost control were the main drivers. Cheniere is also expanding its capacity through projects like Corpus Christi Stage 3, while maintaining a strong pipeline of future developments. This gives it clear visibility into long-term growth tied to global LNG demand.
Financially, Cheniere Energy is in a stronger position as its balance sheet also improved in 2025. Net interest expense fell to $948 million (or 4.7% of revenues) from $1 billion (6.4% of revenues) in 2024, while long-term debt remained stable at $22.5 billion. Lower financing costs improve the company’s ability to support future expansion projects. At the same time, disciplined execution has helped strengthen cash flows. However, with the stock already seeing a strong run-up in recent months, much of the near-term upside from higher LNG prices may be reflected in its valuation. Even so, tight global supply and steady demand should continue to support earnings going forward.
While Cheniere Energy remains a key beneficiary of this tightening market, it is not the only company positioned to gain. Several other LNG-focused players are also well placed to benefit from the current supply crunch and sustained global demand.
Other LNG Stocks to Focus on Amid Global Supply Crunch
Venture Global VG: It is a U.S.-based producer and exporter focused on delivering low-cost LNG to global markets. Venture Global operates a vertically integrated model spanning production, transport, shipping and regasification, with key projects along the Gulf Coast. With capacity exceeding 100 million tons per annum across operating, construction and development stages, Venture Global is rapidly scaling its presence in the LNG market. Its modular approach sets it apart. Pre-built liquefaction units are assembled offsite and installed quickly, improving safety, lowering costs and reducing execution risks. This model supports faster project timelines and consistent delivery, helping expand access to cleaner energy worldwide.
Chevron CVX: This is another world-class operator of LNG. The giant Gorgon and Wheatstone developments in Australia are part of Chevron’s long-term strategy and are its flagship LNG developments. These mega projects allow the supermajor to tap the strong Asian LNG demand. Combined, these projects have an annual LNG production capacity exceeding 24 million metric tons. Chevron is the operator of both projects, with a stake of 64.14% in Wheatstone and 47.3% in the Gorgon development.
The Zacks Rundown on Cheniere Energy
Shares of LNG have gained around 45% in the past three months, comfortably outperforming the Oil/Energy sector.
Image Source: Zacks Investment Research
Cheniere Energy currently has an average brokerage recommendation (ABR) of 1.33 on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 23 brokerage firms.
Image Source: Zacks Investment Research
See how the Zacks Consensus Estimate for Cheniere Energy’s earnings has been revised over the past 60 days.
Image Source: Zacks Investment Research
The stock currently carries a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They include
Stock #1: A Disruptive Force with Notable Growth and Resilience
Stock #2: Bullish Signs Signaling to Buy the Dip
Stock #3: One of the Most Compelling Investments in the Market
Stock #4: Leader In a Red-Hot Industry Poised for Growth
Stock #5: Modern Omni-Channel Platform Coiled to Spring
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.
See Our Newest 5 Stocks Set to Double Picks >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

This is How Cheniere Energy Benefits From Tight LNG Supply

Key Points
Oil, LNG, refining, shipping, and fertilizer companies could benefit from ongoing disruptions.
U.S.-based producers and exporters are among those positioned to outperform due to supply chain shifts.
With the conflict in the Persian Gulf still ongoing, it's a good idea to buy some protection for a portfolio in case of an extended conflict, or even a relatively short one that results in lasting structural damage to the economic activity that preceded it.
Following that line of thought, here's a whistle-stop tour through 10 stocks that can help investors in the current environment.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Three oil stocks to benefit if the price of oil spikes even higher
It's hard not to come across as Captain Obvious here, but oil and gas exploration and production companies are a good place to start, particularly those operating in the U.S., such as Permian Basin-focused Devon Energy (NYSE: DVN) and Diamondback Energy (NASDAQ: FANG). Those two companies are not only attractive as a tactical way to manage the risk of an oil price spike; they also look like a great value based on the price of oil before the conflict.
The third is integrated major Chevron (NYSE: CVX). Its upstream operations (exploration and production) benefit from a higher price of oil, and its downstream operations (refining) are also benefiting from the widening in the crack spread (difference between crude oil price and refined product price) caused by the difficulty Asian refiners are having obtaining crude oil and the lack of refined product.
Petroleum product refiners
Speaking of the crack spread, the most widely followed one is the 3-2-1 spread (the spread between the cost of three barrels of crude and two barrels of gasoline plus one barrel of diesel), and it's blown up to just over $54 from less than $20 at the start of the year.
That's great news for refiners like Valero Energy (NYSE: VLO) and PBF Energy (NYSE: PBF), who source crude from the U.S. regardless of its price. The latter is more of a pure-play refiner (Valero also has a renewable diesel business and ethanol operations), and PBF has outperformed the market. These stocks are likely to outperform as long as the crack spread remains wide and there's no demand destruction for transportation products (gasoline, etc.) caused by high prices.
Don't forget liquefied natural gas (LNG)
According to the International Energy Agency (IEA), 34% of global crude oil trade passes through the Strait of Hormuz, and 20% of global LNG trade does too. Almost 90% of LNG volume through the Strait goes to Asia, and the rest to Europe. LNG could also take longer to recover than oil, even if the Strait is opened, particularly if the world's largest LNG export facility, Ras Laffan in Qatar, continues to suffer damage.
Three companies that can help fill the LNG supply gap created by the Strait blockade. Woodside Energy Group (NYSE: WDS) is an Australian LNG producer (with a 4.5% dividend yield and a U.S. listing) and is ideally positioned to supply LNG to Asian markets.
Cheniere Energy (NYSE: LNG) is already the largest U.S. LNG exporter, and although it's operating at maximum capacity now, it's in a multiyear process of expanding its export capacity with a new LNG train (a unit to liquefy natural gas) expected to ramp production imminently.
The third LNG (and also crude oil) play is Norway's Equinor (NYSE: EQNR), a leading LNG exporter with assets off Norway's coast. It will help fill the gap for European countries previously supplied with LNG through the Strait.
Shipping and fertilizers
Speaking of Norway and LNG, shipping company Flex LNG (NYSE: FLNG) is also well positioned to benefit from higher LNG shipping rates and demand for its modern, fuel-efficient fleet. If LNG can't reach Asia through the Strait, it's likely to be shipped over much longer distances – great news for shipping companies, daily rates, and fleet utilization.
Finally, it isn't just crude oil, LNG, and refined petroleum products that go through the Strait. About a third of global seaborne fertilizer flows through the Strait, according to the United Nations. Gas is the major component of fertilizer, and the lack of gas and fertilizer through the Strait means that a U.S.-focused ferrilizer producer like CF Industries (NYSE: CF) will benefit from its manufacturing facilities in the West as well as its supply of gas from the U.S.
Should you buy stock in Chevron right now?
Before you buy stock in Chevron, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Chevron wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $501,381!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,012,581!*
Now, it’s worth noting Stock Advisor’s total average return is 880% — a market-crushing outperformance compared to 178% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of March 31, 2026.
Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Cheniere Energy and Chevron. The Motley Fool recommends Equinor Asa. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

10 No-Brainer Stocks to Buy as Long as the Strait of Hormuz Is Closed

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Fidelity Enhanced Mid Cap ETF (Symbol: FMDE) where we have detected an approximate $197.3 million dollar inflow -- that's a 3.6% increase week over week in outstanding units (from 156,500,000 to 162,100,000). Among the largest underlying components of FMDE, in trading today Cheniere Energy Inc. (Symbol: LNG) is down about 0.1%, Simon Property Group, Inc. (Symbol: SPG) is up about 1.3%, and Corteva Inc (Symbol: CTVA) is up by about 1.3%. For a complete list of holdings, visit the FMDE Holdings page » The chart below shows the one year price performance of FMDE, versus its 200 day moving average:
Looking at the chart above, FMDE's low point in its 52 week range is $26.9275 per share, with $38.26 as the 52 week high point — that compares with a last trade of $35.25. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Never miss the next high-yield opportunity: Preferred Stock Alerts sends timely, actionable picks on income-producing preferred stocks and baby bonds, straight to your inbox.
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Also see:
Top Stocks Held By Prem Watsa
CFCO Options Chain
Manufacturing Dividend Stocks
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

FMDE, LNG, SPG, CTVA: Large Inflows Detected at ETF

Europe is entering a crucial phase for natural gas. Winter is over, but storage levels across the region remain much lower than normal. Governments are already urging utilities and energy companies to refill inventories early so they are not caught short before next winter. At the same time, disruptions in Qatar, Australia and the Strait of Hormuz have tightened global LNG supply. That combination is creating a stronger backdrop for U.S. natural gas producers and exporters. Even though Henry Hub prices remain near $3 per MMBtu, theglobal marketis showing signs that demand for U.S. LNG could stay firm through the rest of 2026.
At this stage, investors may want to stay focused on natural gas names with strong exposure to production growth and LNG exports, including EQT Corporation EQT, Cheniere Energy LNG and Comstock Resources CRK.
Europe Needs to Refill Quickly
Europe entered spring with gas storage levels well below normal. EU inventories were only around 28% full near the end of March, while the Netherlands was down to just 6%. Policymakers have already warned that waiting too long to refill storage could lead to a rush for supply later in the year.
That matters because Europe still depends heavily on imported LNG. If storage buying begins early and continues through the summer, it could create steady demand for U.S. cargoes. European gas prices are already far above U.S. levels, with the Dutch benchmark trading close to six times Henry Hub prices. The price gap gives U.S. LNG exporters a strong incentive to keep volumes flowing overseas.
Global Supply Problems Are Not Going Away
The supply picture has become more difficult after damage to Qatar’s LNG facilities and shipping disruptions in the Strait of Hormuz. Qatar is one of the world’s largest LNG suppliers, and any outage there has an immediate effect on Europe and Asia.
Australian LNG problems are adding to the pressure. Chevron said its Wheatstone LNG plant could take weeks to return to full output, while Woodside’s Karratha facility is still facing cyclone-related disruptions. Analysts have already cut their 2026 LNG supply forecasts, with some expecting up to 35 million tons of supply to disappear from the market.
Why U.S. Natural Gas Stocks Could Benefit
U.S. export terminals are already running near full capacity. Strong overseas demand continues to support domestic producers and exporters. Companies with significant LNG export infrastructure and direct exposure to global gas markets stand to benefit the most. Producers may also gain if sustained export demand gradually lifts domestic gas prices. Even if mild U.S. weather caps near-term price upside, tighter global balances could create a more favorable backdrop for natural gas stocks than in recent months.
Europe’s refill season is just getting underway, and several uncertainties remain. Weather patterns, storage levels and geopolitical developments will be key to watch. Still, the overall setup appears more supportive than it did earlier this year.
3 Stocks to Monitor
For natural gas-focused investors, this may be a good time to watch companies that can benefit from stronger LNG exports and firmer gas demand. EQT Corporation, Cheniere Energy and Comstock Resources remain three names worth focusing on as the global gas market continues to tighten.
EQT: It is the premier natural gas producer in the domestic market based on average daily sales volumes. With primary emphasis on the Appalachian Basin, spanning Ohio, Pennsylvania and West Virginia, the company’s share of natural gas in its overall production/sales is more than 90%.
EQT beat the Zacks Consensus Estimate for earnings in each of the last four quarters. The natural gas producer, with a Zacks Rank #3 (Hold), has a trailing four-quarter earnings surprise of roughly 13%, on average. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Cheniere Energy: It is a leading U.S. LNG producer and exporter, operating large-scale facilities along the Gulf Coast. Since starting exports in 2016, it has grown into the largest LNG producer in the United States, supplying customers across more than 40 global markets with reliable and cleaner-burning energy.
Backed by firm gas supply agreements for its Sabine Pass and Corpus Christi facilities, this Zacks Rank #3 company enjoys strong cash flow visibility and solid long-term growth prospects. The Zacks Consensus Estimate for Cheniere Energy’s 2026 earnings per share indicates 26.1% year-over-year growth.
Comstock Resources: It is an independent natural gas producer based in Frisco, TX, with operations concentrated in north Louisiana and East Texas. Comstock Resources — currently a #3 Ranked stock — is fully focused on developing the Haynesville and Bossier shales, two of the largest gas plays in the United States.
CRK holds a large acreage position across Haynesville, giving it direct exposure to Gulf Coast LNG demand growth. Its production is 100% natural gas, making it one of the most gas-levered E&Ps in the sector. The Zacks Consensus Estimate for Comstock Resources’ 2026 earnings per share indicates 35.2% year-over-year surge. The firm has a trailing four-quarter earnings surprise of roughly 56.9%, on average.
Free Report: Profiting from the 2nd Wave of AI Explosion
The next phase of the AI explosion is poised to create significant wealth for investors, especially those who get in early. It will add literally trillion of dollars to the economy and revolutionize nearly every part of our lives.
Investors who bought shares like Nvidia at the right time have had a shot at huge gains.
But the rocket ride in the "first wave" of AI stocks may soon come to an end. The sharp upward trajectory of these stocks will begin to level off, leaving exponential growth to a new wave of cutting-edge companies.
Zacks' AI Boom 2.0: The Second Wave report reveals 4 under-the-radar companies that may soon be shining stars of AI’s next leap forward.
Access AI Boom 2.0 now, absolutely free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Cheniere Energy, Inc.

Options Strategies