Cheniere signs LNG supply deals with QatarEnergy through 2054 (LNG:NYSE)

QatarEnergy signed long-term deals with Cheniere Energy (NYSE: LNG) to buy up to 4 million tonnes of LNG annually until 2054, starting in the early 2030s. The move follows disruptions to Qatar's LNG exports due to Iran war. Prices are linked to U.S. Henry Hub benchmark plus a fixed fee. QatarEnergy aims to diversify its global LNG portfolio.

QatarEnergy signed long-term deals with Cheniere Energy to buy up to 4 million tonnes of U.S. LNG annually, starting in 2031. The agreements cover LNG from Sabine Pass and Corpus Christi facilities, with deliveries through 2054. QatarEnergy aims to diversify its LNG portfolio.

Cheniere Energy (LNG) signed long-term LNG supply deals with QatarEnergy, totaling 4 million tonnes per annum from Sabine Pass and Corpus Christi facilities, starting in the early 2030s. The Sabine Pass deal is contingent on a final investment decision. Cheniere's shares rose 1.25% to $287.71 on the news.

QatarEnergy agreed to purchase 2 mtpa of LNG from Cheniere Energy Partners (CQP) starting in the early 2030s, with deliveries continuing through 2054. The deal is tied to the Henry Hub price plus a fixed fee. Cheniere is expanding its Sabine Pass Liquefaction Project, with the first phase expected to add 6 mtpa of LNG capacity.

Cheniere Energy's subsidiary, Cheniere Marketing, signed a 22-year LNG supply deal with Petrobras for 0.8 mtpa on FOB terms. The agreement, announced on September 29, 2026, secures long-term revenue for Cheniere and supply certainty for Petrobras. Cheniere plans to use the deal to support further capacity growth at its U.S. Gulf Coast facilities.

iShares Global Infrastructure ETF (IGF) reported $17.6M in net buying on Sept 30, including a new $112.5M stake in Consolidated Edison (ED). Other notable buys were Grupo Aeroportuario del Pacifico (PAC) and Grupo Aeroportuario del Centro Norte (OMAB). IGF also sold out of PG&E (PCG) and trimmed positions in Cheniere Energy (LNG) and Williams (WMB).