Cheniere Energy (LNG) Company Report

Venture Global Inc. has filed applications to expand its Plaquemines LNG complex in Louisiana, aiming to increase total capacity by over 30 million metric tons per annum (MTPA) to more than 58 MTPA.
This expansion, initially estimated at around $18 billion in March 2025, represents a nearly 40% capacity increase from earlier plans, driven by strong market demand.
The Plaquemines LNG project recently shipped its first cargo to Germany in late 2024, marking it as one of the fastest greenfield LNG projects to reach production and export milestones.

Nov 18, 2025, 12:51 AM

Morningstar

Cheniere Energy Reports Strong Q3 2025 Results and Raises DCF Guidance

LNG

Earnings

Guidance Update

New Projects/Investments

Cheniere Energy reported Consolidated Adjusted EBITDA of $1,608 million and Distributable Cash Flow of ~$1,610 million for Q3 2025, showing increases from the prior year period.
The company updated its full-year 2025 financial guidance, increasing the outlook for Distributable Cash Flow to $4.8 - $5.2 billion.
In Q3 2025, Cheniere deployed ~$1.8 billion in capital allocation, including ~$1.0 billion for share repurchases of approximately 4.4 million shares and declaring a $0.555/share dividend.
Growth projects are progressing, with the CCL Stage 3 Project ~91% complete and Train 3 achieving substantial completion in October, while the CCL Midscale Trains 8 & 9 Project is ~21% complete.

Oct 30, 2025, 3:00 PM

Presentation

Cheniere Energy Reports Q3 2025 Results, Raises DCF Guidance, and Updates Project Timelines

LNG

Earnings

Guidance Update

New Projects/Investments

Cheniere Energy reported Q3 2025 consolidated adjusted EBITDA of approximately $1.6 billion, distributable cash flow of approximately $1.6 billion, and net income of approximately $1.05 billion.
The company reconfirmed its full-year 2025 consolidated adjusted EBITDA guidance range of $6.6 billion to $7 billion and raised its distributable cash flow guidance range from $4.4-$4.8 billion to $4.8 billion to $5.2 billion, primarily due to an improved cash tax outlook.
Operationally, substantial completion of Train 3 of Corpus Christi Stage 3 was achieved ahead of forecast, with Train 3 reaching substantial completion in 38 days from first LNG. Train 4 is expected to produce first LNG very soon and achieve substantial completion by the end of 2025.
For 2026, the preliminary production forecast is 51 to 53 million tons of LNG, projected to be the first year of producing over 50 million tons. The company also deployed approximately $1.8 billion in Q3 2025 under its capital allocation plan, including repurchasing approximately 4.4 million shares for just over $1 billion.

Oct 30, 2025, 3:00 PM

Transcript

Cheniere Energy Reports Q3 2025 Results and Updates Full Year 2025 Guidance

LNG

Earnings

Guidance Update

Share Buyback

Cheniere Energy, Inc. reported revenues of approximately $4.4 billion and net income of approximately $1.0 billion for the third quarter of 2025. For the nine months ended September 30, 2025, revenues were $14.5 billion and net income was $3.0 billion.
The company reconfirmed its full year 2025 Consolidated Adjusted EBITDA guidance at $6.6 billion - $7.0 billion and raised its full year 2025 Distributable Cash Flow guidance from $4.4 billion - $4.8 billion to $4.8 billion - $5.2 billion.
Cheniere deployed approximately $1.8 billion towards accretive growth, balance sheet management, and shareholder returns in the three months ended September 30, 2025, including repurchasing approximately 4.4 million shares for $1.0 billion and increasing its quarterly dividend by over 10% to $0.555 per share.
Substantial completion of Train 3 of the CCL Stage 3 Project was achieved in October 2025, following the completion of Trains 1 and 2 in March and August 2025, respectively.

Oct 30, 2025, 11:31 AM

8-K

Cheniere Partners Reports Third Quarter 2025 Results and Reconfirms Full Year Distribution Guidance

LNG

Earnings

Guidance Update

Debt Issuance

Cheniere Partners reported revenues of $2.4 billion, net income of $506 million, and Adjusted EBITDA of $885 million for the third quarter ended September 30, 2025.
The company reconfirmed its full year 2025 distribution guidance of $3.25 - $3.35 per common unit and declared a cash distribution of $0.830 per common unit for Q3 2025.
In July 2025, Cheniere Partners issued $1.0 billion of 5.550% Senior Notes due 2035, using the net proceeds to redeem $1.0 billion of 5.875% Senior Secured Notes due 2026.
During the nine months ended September 30, 2025, the company repaid the remaining $300 million of its 5.625% Senior Secured Notes due 2025.

Oct 30, 2025, 11:30 AM

Press Release

Cheniere Reports Strong Q3 2025 Results, Raises Distributable Cash Flow Guidance

LNG

Earnings

Guidance Update

New Projects/Investments

Cheniere Energy, Inc. reported revenues of $4.4 billion and net income of $1.0 billion for the third quarter of 2025. Consolidated Adjusted EBITDA was $1.6 billion and Distributable Cash Flow was $1.6 billion for the same period.
The company reaffirmed its full-year 2025 Consolidated Adjusted EBITDA guidance at $6.6 billion - $7.0 billion and raised its full-year 2025 Distributable Cash Flow guidance from $4.4 billion - $4.8 billion to $4.8 billion - $5.2 billion. The increase in Distributable Cash Flow guidance is primarily due to revised interim rules related to the Corporate Alternative Minimum Tax.
Cheniere deployed approximately $1.8 billion towards accretive growth, balance sheet management, and shareholder returns in Q3 2025, including repurchasing approximately 4.4 million shares for $1.0 billion. The quarterly dividend was also increased by over 10% to $0.555 per share.
Substantial completion of Train 3 of the CCL Stage 3 Project was achieved in October 2025, following Trains 1 and 2 in March and August 2025, respectively. Additionally, Cheniere announced a long-term LNG sale and purchase agreement with JERA for approximately 1.0 million tonnes per annum (mtpa) of LNG from 2029 through 2050.

Oct 30, 2025, 11:30 AM

Press Release

Cheniere Declares Quarterly Dividend

LNG

Dividends

New Projects/Investments

Cheniere Energy, Inc. declared a quarterly cash dividend of $0.555 per common share, an increase of over 10% from the prior quarter.
The dividend is payable on November 18, 2025, to shareholders of record as of the close of business on November 7, 2025.
Cheniere is the leading producer and exporter of liquefied natural gas (LNG) in the United States, with approximately 49 million tonnes per annum (mtpa) of LNG production capacity in operation and an additional over 12 mtpa under construction or in commissioning.

Oct 28, 2025, 12:30 PM

Press Release

Cheniere Energy Included in Turkey's Recent LNG Supply Deals

LNG

New Projects/Investments

Cheniere Energy is among the major firms that have secured recent liquefied natural gas (LNG) supply contracts with Turkey's state energy company, BOTAS, as part of Turkey's energy diversification strategy.
These contracts, which include Cheniere, collectively secure approximately 15 billion cubic meters of LNG for Turkey over a three-year period, with deliveries scheduled to begin this winter.

Sep 24, 2025, 7:30 AM

Bloomberg

Cool Company Ltd. Reports Q2 2025 Results

LNG

Earnings

Share Buyback

New Projects/Investments

Cool Company Ltd. generated total operating revenues of $85.5 million in Q2 2025, consistent with Q1 2025, and reported a net income of $11.9 million in Q2 2025, an increase from $9.1 million in Q1 2025. Adjusted EBITDA for Q2 2025 was $56.5 million, up from $53.4 million in Q1 2025.
The company achieved an average Time Charter Equivalent Earnings (TCE) of $69,900 per day for Q2 2025, compared to $70,600 per day for Q1 2025. Fleet utilization for Q2 2025 was 94%, an increase from 88% in Q1 2025.
CoolCo purchased 858,689 shares at an average price of $5.77 per share under its share repurchase program between April 7, 2025, and August 22, 2025.
As of June 30, 2025, CoolCo had $109.2 million in cash and cash equivalents and total short and long-term debt, net of deferred finance charges, amounting to $1,385.3 million. The company has hedged approximately 75% of the notional amount of its gross debt to fixed rates as of August 22, 2025.
The LNG sector anticipates a gradual recovery in the charter market, supported by new LNG supply entering the market, with global LNG production scheduled to reach 460 MTPA by the end of 2025, 12% above 2024 levels.

Aug 28, 2025, 5:00 AM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for Cheniere Energy.

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