$GLNG

Golar LNG (GLNG) has acquired the LNG carrier Grace Dahlia from NYK Line for conversion into its fourth FLNG vessel. The 177,427cbm Grace Dahlia will have a 20% larger storage capacity than the FLNG Esperanza. Conversion is scheduled at CIMC Raffles' Yantai shipyard, with redelivery expected in 2029. The company noted this represents the world's earliest available FLNG capacity.

Venture Global (VG) reported a 266% increase in net income to $1.3B in Q2, raising full-year EBITDA guidance. APA Corp (APA) benefits from LNG contracts, despite negative gas prices. Golar LNG (GLNG) ordered a new vessel, betting on future demand. Equinor (EQNR) secured long-term gas deals with Europe. Antero Resources (AR) focuses on domestic gas production.

Calumet (up 33.4%) and DHT Holdings (up 33.8%) reported strong Q1 earnings, while Kodiak Gas Services (down 5.4%) and Excelerate Energy (down 11.4%) underperformed. Calumet and DHT beat revenue and EPS estimates, while Kodiak and Excelerate had mixed results. DHT had the fastest revenue growth at 174% YoY.

Goldman Sachs added Amazon (AMZN), Burlington Stores (BURL), Huntington Ingalls (HII), Johnson Controls (JCI), and Occidental Petroleum (OXY) to its monthly Director’s Cut list, removing five others, including ConocoPhillips (COP). The list features 20-25 fundamental Buy-rated U.S. stocks. ConocoPhillips reported Q2 2026 earnings, beating EPS estimates but missing revenue forecasts. UBS raised its price target for COP to $153, maintaining a Buy rating.

Golar LNG, led by Tor Olav Troim, plans to raise $500 million through private notes priced at 99% of par value with a 7.5% annual interest rate, similar to a previous offering.

Golar LNG priced a $500M offering of unsecured senior notes due 2031, with a 7.5% annual interest rate. The notes were issued at 99% of face value, raising approximately $495M in gross proceeds before expenses.

Golar LNG Limited (GLNG) plans to hold fixed income investor meetings starting September 21, 2026, potentially leading to a USD-denominated senior unsecured notes offering, subject to market conditions. The notes will not be registered under the U.S. Securities Act and are targeted at qualified institutional buyers and non-U.S. persons. The announcement includes legal disclaimers and forward-looking statements.

Asian LNG prices surged to multi-year highs due to supply disruptions, benefiting companies with direct LNG exposure. Cheniere Energy (LNG) leads with strong financials, while Golar LNG (GLNG) offers higher risk/reward. FLEX LNG (FLNG) provides steadier shipping exposure, and Petronet LNG (PLNG) is a value play. Key financial metrics and price targets are provided for each company.

San Matías Pipeline secured a $900 million loan for its $1.3 billion gas pipeline project in Argentina, connecting Vaca Muerta to floating LNG units. The pipeline will transport 27 MMcmd of gas, with construction starting in 2026 and completion by 2028. Shareholders include Pan American Energy, YPF, Pampa Energía, Harbour Energy, and Golar LNG.

Golar LNG reported Q2 2026 revenue of $130.48M and net income of $38.27M, with H1 revenue and net income up year-over-year. The company signed a $2.45B EPC agreement for a fourth FLNG vessel and declared a $0.25 per-share dividend. Analysts project varying revenue and earnings estimates for 2029, with consensus seeing 18% upside from current prices.