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This Month's Exclusive Content
3 LNG Stocks to Watch as Iran War ContinuesAuthor: Nathan Reiff. Article 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.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
With the energy industry likely to face continued supply disruptions as the war involving Iran continues, investors willing to tolerate some volatility may find opportunities. The liquefied natural gas (LNG) market has been particularly affected by the closure of the Strait of Hormuz—exports from Qatar and the UAE account for roughly one-fifth of the global market and have slowed to a near standstill over the past month. Domestically, U.S. LNG companies could benefit as the world copes with reduced supplies from the Middle East and as the European Union prepares to ban Russian LNG imports later this month.
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The following three companies may be especially 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 U.S. producer of LNG, with primary operations on the Gulf Coast. Investors have recognized Cheniere's central role in the domestic LNG market amid recent global events. Over the past year, Cheniere shares have risen close to 20%, and they are up nearly 13% in the last month, contributing to a year-to-date gain of more than 40%. Despite already pricing in some potential benefits from the current environment, Cheniere may still have upside. Analysts point to a consensus price target of $284.29, and 18 of 20 ratings are Buy or equivalent, indicating strong Wall Street bullishness. Cheniere's strengths predate the Iran conflict. In its latest earnings for full-year and Q4 2025, revenue rose 23% year-over-year and EPS beat analyst expectations by $6.78. For 2025, the company generated about $5.3 billion in distributable cash flow—above guidance—and produced a record of more than 46 million tons of LNG. That financial strength gives Cheniere room to accelerate expansion projects at its Corpus Christi sites and elsewhere, reinforcing its domestic dominance. 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—a business model well suited to the current supply shock. The company may be able to capture new international market share as supply patterns shift. One key development: a facility set to shift from spot to long-term contracts this year, which could help drive EBITDA growth and improve margins. That is one of several operational milestones pushing the company's rapid expansion—its revenue nearly tripled year-over-year to $4.5 billion in the latest quarter. Venture does carry notable risks. High capital expenditures related to growth and a debt-to-equity ratio of 3.24 indicate significant leverage. That helps explain the stock's Hold rating, although analysts still see roughly 8% potential upside. Golar LNG Expects Major EBITDA Growth, but Is That Already Priced In?Golar LNG Ltd. (NASDAQ: GLNG) operates LNG carriers, transport vessels and related infrastructure, making it an important part of the LNG value chain even though it does not produce LNG. GLNG has been a clear beneficiary of the Iran war, with shares up more than 48% year-to-date and nearly 50% over the past year; the stock has climbed over 19% in the past month alone. Management expects adjusted EBITDA could quadruple to $800 million in 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 it to handle near-term costs for yard upgrades and other CapEx. Still, some investors may wonder whether Golar's recent rally has run ahead of fundamentals. Analysts' consensus price target is $50.50. With earnings forecast to rise roughly 17% next year and a Wall Street consensus of a Moderate Buy, the company looks well placed to benefit from the current environment—though valuation and the recent run-up bear watching. |
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