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Today's Bonus Article
3 LNG Stocks to Watch as Iran War ContinuesAuthor: Nathan Reiff. Published: 4/3/2026. 
Key Points
- Domestic liquefied natural gas (LNG) providers have risen by as much as 20% in the past month amid the Iran war, although investors may question how much more room these stocks have to run in the near-term.
- Cheniere Energy is a major LNG producer that is ramping up operations to further secure its dominant position.
- Venture Global and Golar LNG are not producers of LNG; nonetheless, both play crucial roles in exporting and transporting, respectively.
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With the energy industry likely to experience continued supply disruptions as the war in Iran continues, investors who can tolerate some volatility may still find opportunities in the space. Specifically, the liquefied natural gas (LNG) market has been heavily affected by the partial closure of the Strait of Hormuz—exports from Qatar and the UAE account for roughly one-fifth of global LNG supply and have slowed to a near standstill over the past month. Domestically, U.S. LNG companies could benefit not only as global supplies from the Middle East tighten but also as the European Union prepares to implement its ban on Russian LNG imports later this month.
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The following three companies could be particularly well-positioned given developments in the Gulf and Europe. America's Biggest Producer Has Already Priced in Some of the Current Scenario, but More Room May ExistWith a market capitalization of about $58 billion, Houston-based Cheniere Energy Inc. (NYSE: LNG) is the largest U.S. producer of LNG, with primary operations along the Gulf Coast. Investors have already recognized the company's central role in the domestic LNG market amid recent global events. Over the past year, Cheniere's shares have risen by nearly 20% and are up roughly 13% over the past month, bringing its year-to-date gain to more than 40%. Even so, shares may still have upside. Analysts point to modest further gains based on a consensus price target of $284.29, and 18 of 20 analyst ratings remain Buy or equivalent, leaving Wall Street broadly bullish on Cheniere. Cheniere's strengths were evident before the current conflict. In its most recent report for full-year and Q4 2025, revenue rose 23% year over year (YOY) and earnings per share (EPS) topped analyst expectations by $6.78. For 2025 as a whole, the company generated about $5.3 billion in distributable cash flow, beat guidance and produced a record of more than 46 million tons of LNG. That strong financial position gives Cheniere room to accelerate expansion projects at Corpus Christi and elsewhere, further reinforcing its domestic leadership. Venture Global Is Growing Fast, but Expenditures and Debt Risks RemainVenture Global (NYSE: VG) focuses on converting U.S.-produced natural gas into LNG for export—an offering especially relevant amid large shifts in global supply. The company may be able to capture new market share as international buyers look for alternative suppliers. One notable development: a facility scheduled to transition from spot to long-term contracts later this year, which could support EBITDA growth and improve margins. This is one of several operational catalysts driving the company's rapid expansion—its revenue nearly tripled YOY to $4.5 billion in the latest quarter. Venture's growth does carry risks. High capital expenditures (CapEx) to support operations and a debt-to-equity ratio of 3.24 indicate substantial reliance on debt financing. That helps explain its current Hold rating, although analysts still see about 8% potential upside. Golar LNG Expects Major EBITDA Growth, but Is That Already Priced In?Golar LNG Ltd. (NASDAQ: GLNG) operates LNG carriers, midstream transport and related infrastructure, making it a key player in the LNG value chain even though it is not a producer. Golar has been a notable beneficiary of the conflict in Iran: the stock is up more than 48% year-to-date and roughly 50% over the past year, including a more than 19% gain in the last month alone. Management projects adjusted EBITDA could rise to about $800 million—roughly four times current levels—over the next few years as long-term contracts and stronger operations take hold. After refinancing, Golar finished 2025 with about $1.2 billion in cash, positioning it to absorb near-term costs for yard upgrades and other CapEx. Still, some investors may wonder whether the recent rally already reflects much of that upside. Analysts' consensus price target is $50.50, and with earnings forecast to rise about 17% next year alongside a consensus Moderate Buy rating, there remains reason to expect Golar could continue to perform well in the current environment. |
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