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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 conflict in Iran continues, investors who are comfortable with some turbulence may find opportunities in the space. Specifically, the liquefied natural gas (LNG) market is being heavily affected by the closure of the Strait of Hormuz—exports from Qatar and the UAE represent roughly one-fifth of the global market and have slowed to a near standstill over the past month. Stateside, domestic LNG companies could benefit not only as the world reckons with diminished supplies from the Middle East but also as the European Union prepares to enforce a 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 in Europe. America's Biggest Producer Has Already Priced in Some of the Current Scenario, But More Room May ExistAt a market capitalization of about $58 billion, Houston-based Cheniere Energy Inc. (NYSE: LNG) is the largest domestic producer of LNG, with primary operations on the U.S. Gulf Coast. Investors have recognized the critical role this company plays in the domestic LNG market, particularly after recent global developments. Over the past year, Cheniere shares have risen by close to 20% and are up nearly 13% in the last month alone, bringing the stock's year-to-date gain to over 40%. Despite already pricing in some potential benefits from the current market environment, Cheniere may still have room to run. Analysts see modest upside with a consensus price target of $284.29, and 18 out of 20 ratings are set at Buy or equivalent, leaving Wall Street broadly bullish on the company. Cheniere's strengths were evident even before the current conflict in Iran. In the company's most recent earnings report for full-year and Q4 2025, revenue surged 23% year-over-year (YOY) and earnings per share (EPS) beat analyst expectations by an astonishing $6.78. Across 2025, Cheniere generated about $5.3 billion in distributable cash flow—beating guidance—and produced a record more than 46 million tons of LNG. That strong financial position gives Cheniere room to accelerate expansion projects at its Corpus Christi sites and elsewhere, further reinforcing its domestic dominance. Venture Global Is Growing Fast, but Expenditures and Debt Risks RemainDomestic LNG firm Venture Global (NYSE: VG) has a business model well-suited to the current moment: the company converts U.S.-produced natural gas into LNG for export to international markets. With the large shift in global supply, Venture may be able to access new sections of the market it has not previously served. The company has a facility set to move from spot to long-term contracts this year—a change that could help drive EBITDA growth and improve margins. This is one of several major operational developments underway that collectively support the company's rapid expansion. For a sense of scale, Venture's revenue nearly tripled YOY to $4.5 billion in the latest quarter. Venture is not without risks. High capital expenditures (CapEx) tied to growth and a debt-to-equity ratio of 3.24 indicate the company is relying heavily on debt to finance projects. That likely contributes to its current Hold rating, although analysts forecast about 8% potential upside. Golar LNG Expects Major EBITDA Growth, but Is That Already Priced In?Golar LNG Ltd. (NASDAQ: GLNG) operates LNG carriers and related infrastructure, making it a key part of the LNG industry even though it is not directly involved in production. Golar has been a notable beneficiary of the Iran conflict, with shares gaining more than 48% year-to-date and nearly 50% over the past year; in the past month alone, the stock climbed more than 19%. Management expects adjusted EBITDA could quadruple to $800 million over the next few years, driven by strength in long-term contracts and operational improvements. After refinancing, the company finished 2025 with about $1.2 billion in cash, positioning Golar to handle near-term costs related to yard upgrades and other CapEx. However, some investors may question whether Golar's recent rally is already priced in. Analysts' consensus price target is $50.50. With earnings projected to grow about 17% in the coming year and an overall Moderate Buy rating on Wall Street, the company still looks poised to benefit from the current environment, though valuation and momentum warrant close attention. |
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