$GLNG

S&P upgraded Golar LNG (GLNG) to 'B+' from 'B', citing Argentina's improving macroeconomic environment and Golar's fleet expansion. Over 50% of earnings will come from Argentina by late 2027, rising to 75% with full operation of FLNG Hilli and Esperanza. Despite high capital expenditures, S&P expects adjusted debt to remain below 7.0x contracted EBITDA, with net leverage peaking at 16.6x in 2027 before deleveraging.

Goldman Sachs projects 27% average return for 10 energy and power stocks, including Quanta Services, Duke Energy, and Baker Hughes. Target prices and returns vary, with Golar LNG having the highest return at 38%. The report highlights growth opportunities and catalysts for these companies.

Calumet reported $1.45B revenue, up 40.8% YoY, beating estimates. Stock up 38.4%. Kodiak Gas Services reported $391.1M revenue, up 21.1%, missing EPS. Stock down 5.8%. Kinder Morgan reported $4.48B revenue, up 10.8%, beating estimates. Stock flat. Expand Energy reported $2.51B revenue, down 10.6%, beating estimates. Stock flat. Market focus shifted from AI to geopolitics.

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.