Cothran Brian sold $2.5M of VG

Venture Global (VG) and China Gas (0384.HK) signed a 20-year LNG supply agreement for 0.5 MTPA starting 2030, expanding their existing partnership to 2.5 MTPA. The deal supports China's energy needs with U.S. LNG from Venture Global's Louisiana projects.

Lockheed Martin (LMT) reported a record $230B backlog in Q2 2026, with shares up 15% YTD, driven by a $53.86B PAC-3 contract. Venture Global (VG) saw 177% revenue growth in 2025, exporting record LNG due to Strait of Hormuz disruptions. Both companies benefited from geopolitical tensions, but risks remain if conflict de-escalates.

Venture Global (VG) secured a $3b credit facility for LNG project expansions. Its stock rose 12.77% in 30 days and 105.68% year-to-date, but 1-year returns are 13.27%. Analysts suggest fair value at $16.32, above the current $14.48, citing growth prospects and undervaluation.

Venture Global's subsidiary VGLNG secured a $3B 364-day revolving credit facility with Bank of America and other lenders. The facility, maturing on Sep 1, 2027, supports general corporate purposes and offers flexible borrowing terms.

Venture Global, Inc. (VG) shares rose 14% to $14.85 on Wednesday, a five-month high, after advancing Phase 2 of its CP2 LNG project. The company secured $8.6B in financing for this phase, with total project financing reaching $20.7B. The project, located in Louisiana, is expected to significantly boost VG's export capacity, positioning it as a major U.S. LNG exporter. Additionally, the U.S. DOE approved a 13% increase in export capacity at VG's Plaquemines LNG terminal.

Venture Global (NYSE:VG), a US LNG producer, saw Q2 2026 revenue rise 48% to $4.6B but missed expectations. Despite higher costs, it reported record EBITDA and raised full-year guidance, benefiting from Middle East supply disruptions. The company is expanding capacity, with projects expected to complete by 2027, and increased its dividend by 122%.