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After significantly underperforming the market 2025, the energy sector is leading the way in 2026, with the Energy Select Sector SPDR ETF (NYSE: XLE) up more than 20% year to date (YTD).
State-owned German energy group Uniper is holding talks with Canada to expand its liquefied natural gas purchases, three people familiar with the matter said, as part of Berlin's plans to strike a broad economic partnership and cut reliance on U.S. supplies.
BABA, IGV, LNG, and GS are today's "final trades" on CNBC. Analysts discussed recent news about these companies' financial results.
Woodside Energy is rated buy, supported by a robust project pipeline, strong financials, and attractive valuation despite recent share appreciation. WDS transitions from a major capex cycle to a harvesting phase, with Scarborough nearing completion and Louisiana LNG adding a high-quality, long-term US project. Guidance for 2026 targets 172–186 MMboe production and $4–4.5B capex, while dividend policy remains strong with a ~5.23% yield in 2025 (based on current levels) despite net profit decline.
India's GAIL (India) said on Thursday it will assess curbing supplies to natural gas customers after a force majeure notice from long-term supplier Petronet LNG over constraints on vessels as conflict escalates in the Middle East.
Woodside Energy Group Ltd (WDS) is upgraded to a strong buy following robust FY2025 results and disciplined project execution. WDS achieved record production, reduced unit costs by 4%, and advanced key projects like Scarborough LNG (94% complete) and Louisiana LNG (FID achieved). Strategic partnerships, strong LNG contract coverage through 2028, and a resilient balance sheet support long-term free cash flow growth.
Dutch tank storage and terminal operator Vopak has pushed back a final investment decision (FID) on South Africa's first liquefied natural gas terminal to 2028, a senior executive said on Wednesday.
Cheniere Energy Partners, L.P. is rated a Buy at $61, driven by robust U.S. LNG demand amid geopolitical turmoil and Qatari supply disruptions. CQP offers a compelling 5.4% dividend yield, backed by long-term contracts and a bullish technical trend with improving valuation and revision grades. Recent earnings for CQP beat forecasts, and ongoing Middle East conflicts are likely to drive further upside in EPS and revenue for upcoming quarters.
Cheniere Energy (LNG) is rated a Buy, positioned to benefit from 2026 geopolitical turmoil and energy supply disruptions. LNG's fundamentals are robust: 27.2% revenue growth, 63.9% net income increase, and a 27.35% net margin in 2025. DoE-approved Corpus Christi expansion and rising global LNG demand underpin expectations for continued earnings outperformance in 2026.
Stock News Hormuz disruption risks energy shock: Exxon Mobil (XOM) and global markets face rising supply risks as Iran claims to have shut the Strait of Hormuz;
111 Capital bought a new position in Cheniere Energy, Inc. (NYSE: LNG) during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 3,349 shares of the energy company's stock, valued at approximately $787,000. Several other hedge funds and other institutional investors also recently
Cheniere Energy, Inc. (NYSE: LNG - Get Free Report) reached a new 52-week high during mid-day trading on Monday after Barclays raised their price target on the stock from $259.00 to $271.00. Barclays currently has an overweight rating on the stock. Cheniere Energy traded as high as $252.50 and last traded at $250.4230, with a volume
Worries about developments in Iran rattled financial markets Monday, after the U.S. and Israel launched a joint attack over the weekend. Here's which stocks are falling, and which ones are on the rise.
Stock News Oil surge hits travel, lifts energy: As the Strait of Hormuz faces attacks and insurers pull coverage, oil jumped ~6% and diesel spiked, pressuring a
Major stock indexes turned mostly higher and oil and gold futures advanced Monday as markets reacted to fighting in the Middle East.
U.S. exporters of liquefied natural gas—Venture Global, NextDecade, and Cheniere—stand to be big winners from the conflict in Iran.
The spot price of international crude oil advanced to $77 a barrel Monday morning, up just 5% from the close on Friday before the U.S.-Israeli attacks on Iran began.
Asia depends on oil and gas from the Middle East, making it highly vulnerable if the widening conflict following Israeli and U.S. attacks on Iran causes prolonged supply disruption.
Operation Epic Fury reshapes Iran's regime. We break down oil risks, market reaction, and the AI defense surge.
Golar LNG has transformed into a focused FLNG platform, anchored by long-term, take-or-pay contracts with minimal commodity exposure. GLNG's valuation is supported by visible, contracted EBITDA from vessels Gimi, Hilli, and MKII, with significant upside from commodity-linked terms and SESA equity. The market currently prices only existing contracts, overlooking SESA stake value, commodity upside, and potential new FLNG contracts actively pursued by management.