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    Alexander Bidwell • Webber Research & Advisory

    Alexander Bidwell's questions to Golar LNG Ltd (GLNG) leadership

    Alexander Bidwell's questions to Golar LNG Ltd (GLNG) leadership • Q2 2025

    Question

    Alexander Bidwell requested details on the commercial prospects for a fourth FLNG unit, including contract timing and market preference for specific designs. He also asked about the interchangeability of long-lead items across the different Mark I, II, and III FLNG models.

    Answer

    CEO Karl Fredrik Staubo explained that demand for a fourth unit is strong, with Mark I or II designs being likely for West African projects and a Mark III being considered for South American and Middle Eastern opportunities. He confirmed that key long-lead items, such as gas turbines, are compatible across all three designs, allowing Golar to secure manufacturing slots before finalizing the specific FLNG model.

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    Alexander Bidwell's questions to Golar LNG Ltd (GLNG) leadership • Q1 2025

    Question

    Alexander Bidwell from Webber Research & Advisory inquired about the commercial offtake strategy for the Argentina projects and whether the contracts include upside for excess production similar to the FLNG Gimi.

    Answer

    CEO Karl Fredrik Staubo explained that the offtake strategy, led by Southern Energy, will target a mix of Brent, JKM, and TTF-linked contracts with some spot volume. He clarified that unlike Gimi, the Argentina contracts are for full capacity, so Golar captures upside from excess production through its equity stake in Southern Energy rather than through the charter rate.

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    Alexander Bidwell's questions to Golar LNG Ltd (GLNG) leadership • Q4 2024

    Question

    Alexander Bidwell from Webber Research & Advisory inquired if Golar has started identifying LNG carrier conversion candidates for a potential fourth FLNG unit and asked about the expected timeline for such an acquisition.

    Answer

    CEO Karl Staubo confirmed that Golar has started the process, including inspecting potential vessels. He noted that given the downward price pressure on suitable LNG carriers in the market, the company does not feel a rush to acquire a vessel but is monitoring the situation closely.

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    Alexander Bidwell's questions to Golar LNG Ltd (GLNG) leadership • Q3 2024

    Question

    Alexander Bidwell from Webber Research & Advisory asked about the company's plans for the Mark III newbuild FLNG unit and what would drive its selection over a Mark II. He also requested an update on Macaw Energies and the status of a potential separate listing.

    Answer

    CEO Karl Staubo explained that the Mark III is a larger, more expensive newbuild with a longer construction time, and therefore Golar is unlikely to order one on speculation, preferring to do so only against a firm contract. Regarding Macaw Energies, he confirmed it has sold its first ISO containers but is still being fine-tuned to handle gas quality variability. This has pushed any potential separate listing or business separation into 2025, with interest from industrial partners being an alternative to a public listing.

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    Alexander Bidwell's questions to Cheniere Energy Inc (LNG) leadership

    Alexander Bidwell's questions to Cheniere Energy Inc (LNG) leadership • Q2 2025

    Question

    Alexander Bidwell of Webber Research & Advisory asked about the operating expense differences between various LNG technologies and site layouts. He also inquired about the rationale for switching back to ConocoPhillips technology for future expansions.

    Answer

    EVP & CFO Zach Davis attributed Cheniere's cost efficiency to its large scale and singular focus on its two sites. President & CEO Jack Fusco added that while they benchmark extensively, the decision to pivot back to the larger ConocoPhillips train design was driven by its superior economies of scale for both construction and operations, which better fit the current market for large, long-term contracts.

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    Alexander Bidwell's questions to Capital Clean Energy Carriers Corp (CCEC) leadership

    Alexander Bidwell's questions to Capital Clean Energy Carriers Corp (CCEC) leadership • Q2 2025

    Question

    Alexander Bidwell asked about the impact of increasing merchant LNG volumes on the carrier market and the near-term employment prospects for the new multi-gas and LCO2 carriers.

    Answer

    CFO Nikos Kalapotharakos explained that a significant demand gap exists, with new LNG projects requiring approximately 300 ships against a very limited available order book. For the new multi-gas and LCO2 carriers, he noted the chartering window is much shorter than for LNG vessels, with firm commercial discussions expected within the next three to four months as the 2026 delivery dates approach.

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