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Bonus Story from MarketBeat
3 Energy Stocks to Watch Now as LNG Demand SurgesAuthored by Chris Markoch. Published: 4/10/2026. 
Key Points
- Global LNG markets are tightening as disruptions in the Strait of Hormuz and Qatar drive increased demand for U.S. natural gas exports, which are projected to grow significantly.
- Cheniere Energy and Venture Global are positioned to benefit from higher LNG prices and expanding export capacity.
- Range Resources offers upstream exposure, supplying natural gas that feeds the growing LNG export market.
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The U.S. conflict with Iran hasn't only disrupted oil passing through the Strait of Hormuz; it has also put pressure on liquefied natural gas (LNG) supplies. Despite a tenuous ceasefire agreement reached on April 7, the strategic waterway—which is responsible for about 20% of global oil supplies—also accounts for more than 80% of Asia's LNG and supplies a significant portion of LNG to European markets. However, Iran's retaliatory attacks on Qatar are the bigger source of disruption to the global LNG market. Qatar exports around 10 billion cubic feet per day (Bcf/d) of LNG—roughly 20% of the world's supply.
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For investors, the takeaway is straightforward: global disruptions are boosting demand for U.S. LNG exports. Taiwan has already said it will increase U.S. LNG imports starting in June, and more countries are expected to follow. The United States has plans to expand its LNG export capacity between 2025 and 2030 to roughly 30 Bcf/d. That's why this development matters. Right now, there is little spare capacity at U.S. export facilities, which should push prices higher for existing shipments; later, as new capacity comes online, many companies are likely to see volume gains. So, as crude prices fall, rather than abandoning the energy sector entirely, a more nuanced strategy may be to shift away from oil-focused names and toward companies positioned to meet growing LNG demand. The Largest Player Answers the CallCheniere Energy (NYSE: LNG) is a clear beneficiary of higher LNG prices. The company is the largest U.S. exporter of LNG, and CEO Jack Fusco says he is answering calls for help from Asia. As noted, there's limited ability to quickly increase export volumes, but that constraint makes existing inventory more valuable. Investors will get more clarity when Cheniere reports earnings on April 30. The recent LNG infrastructure disruptions occurred after Cheniere's last earnings report in February. At that time, some investors worried the stock was priced for perfection after a multi-year run. That outlook may shift: the firm is likely to meet or exceed the strong revenue and earnings growth it reported in the prior quarter. Analyst sentiment supports that optimism. In the past 30 days, multiple analysts have raised price targets on LNG, with several well above the consensus price target of $291.88. Overall, the stock carries a Moderate Buy rating. An LNG Growth Story With a TailwindIf Cheniere is the established giant, Venture Global (NYSE: VG) is a company that could grow into this moment. Venture Global converts U.S.-produced natural gas into LNG for export, a business model well-suited to the current crisis. Venture Global has expansion projects that are not yet finalized, but the current environment gives the company meaningful momentum as it seeks financing and finalizes sales agreements. That pipeline of future capacity is exactly what global buyers are seeking right now. The company is already moving quickly to lock in demand, announcing five-year LNG purchase agreements with both Trafigura and Vitol, with deliveries beginning this year. That follows revenue of $4.5 billion last quarter, roughly a threefold year-over-year increase. The combination of surging demand and an aggressive expansion pipeline makes Venture Global one of the more compelling growth opportunities in the sector. For investors with a longer time horizon, that outlook may help outweigh concerns about the company's debt load. Analysts are bullish on VG stock, with a consensus price target of $15.70—implying upside of more than 10%. Since March, nearly a dozen analysts have upgraded Venture Global or raised their price targets, many to levels well above the consensus. Tapping Into LNG at the SourceThe LNG export story doesn't stop at Gulf Coast terminals. Before LNG can be chilled, loaded, and shipped to energy-hungry markets in Asia and Europe, the gas must be produced. That's where Range Resources (NYSE: RRC) fits into the thesis. Range Resources is a natural gas producer operating in Pennsylvania's Marcellus Shale—the largest natural gas field in the U.S. The company reports roughly 30 years of undrilled inventory and a break-even price near $2.50 per million British thermal units (MMBtu). About 25% of Range's natural gas sales go to LNG export and premium Gulf of Mexico markets. Direct exposure to LNG demand differentiates Range from large integrated oil majors like ExxonMobil (NYSE: XOM) or Chevron (NYSE: CVX). As LNG export volumes rise and prices stay elevated, demand for the upstream natural gas that feeds export terminals should increase—putting Range in a position to benefit in both the near and medium terms. RRC is up about 28% in the three months ending April 8 and is trading near its consensus price target of $43.06. Price targets are rising, and with projected earnings growth of more than 43% over the next 12 months, investors may view RRC as a stock offering real growth rather than speculative upside. |
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