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Special Report
3 Energy Stocks to Watch Now as LNG Demand SurgesSubmitted by Chris Markoch. Article Posted: 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.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
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 reached on April 7, the strategic waterway—which handles about 20% of global oil—also carries more than 80% of Asia's LNG and a significant portion of LNG bound for European markets. More importantly for the LNG market, Iran's retaliatory attacks on Qatar have caused major disruption. Qatar exports roughly 10 billion cubic feet per day (Bcf/d) of LNG—about 20% of the world's supply.
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For investors, the takeaway is straightforward: global disruptions are pushing demand for U.S. LNG exports higher. Taiwan has already said it will increase U.S. LNG imports starting in June, and other countries are expected to follow. The United States plans to increase LNG export capacity to roughly 30 Bcf/d between 2025 and 2030. That matters because current U.S. export facilities have little spare capacity, supporting higher prices for existing shipments; as new capacity comes online, many companies should see volume gains. So, as crude prices fall, instead of moving away from the entire energy sector, a better strategy may be to pivot away from oil names and toward companies positioned to meet sustained LNG demand. The Largest Player Answers the CallCheniere Energy (NYSE: LNG) is an obvious beneficiary of higher LNG prices. The company is the largest exporter of LNG in the United States, and CEO Jack Fusco says the company is responding to increased demand from Asia. There is, however, limited ability to rapidly expand supply, which makes the value of existing inventory higher. Investors will learn more when Cheniere reports earnings on April 30. Investors should note the infrastructure disruption occurred after Cheniere's February earnings report. At that time some worried the stock was priced for perfection after a multi-year run. That outlook may shift now that the firm is likely to match or exceed the strong revenue and earnings growth seen in the prior quarter. Analyst sentiment supports that view: in the last 30 days multiple analysts have raised their price targets on LNG, with many well above the consensus 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 poised to 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 provides momentum as the company works to secure financing and finalize sales agreements. That future capacity pipeline is exactly what global buyers are seeking right now. The company is moving quickly to lock in demand: Venture Global recently announced five-year LNG purchase agreements with Trafigura and Vitol, both starting this year. Those deals supplement revenue of $4.5 billion last quarter, nearly a threefold increase year over year. The combination of surging demand and an aggressive expansion pipeline makes Venture Global one of the more compelling growth stories in the sector, and may justify overlooking the company's balance-sheet debt for longer-term investors. Analysts are bullish on VG stock, with a consensus price target of $15.70 (over 10% upside). 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 end at Gulf Coast terminals. To be chilled, loaded, and shipped to energy-hungry markets in Asia and Europe, the gas first has to be produced. That's where Range Resources (NYSE: RRC) fits the thesis. Range Resources is a natural gas producer in Pennsylvania's Marcellus Shale—the largest natural gas field in the U.S. The company reports roughly 30 years of undrilled inventory with a break-even price near $2.50 per million British thermal units, and about 25% of its 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 export volumes and prices rise, demand for upstream natural gas that feeds export terminals should increase, and Range Resources is well positioned to benefit in both the near and medium term. RRC is up about 28% in the three months ending April 8 and is trading near its consensus price target of $43.06. Like the other names discussed, price targets are moving higher. With projected earnings growth of more than 43% over the next 12 months, investors buying RRC now are buying into genuine growth rather than speculative upside. |
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