$GLNG

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.

The Port of Corpus Christi's endorsement of nuclear-powered shipping signals a shift in maritime energy. SMR developers like GEV ($966.01) and SMR ($9.07) are positioned for growth, while LNG carriers like FLEX LNG ($32.06) face potential stranded asset risks. STDN (+8.35%) and IMSR ($5.27) are key players in fuel supply and licensing. Regulatory and geopolitical factors drive investment opportunities in nuclear maritime technology.

The Port of Corpus Christi's endorsement of nuclear-powered shipping signals a shift in maritime energy. SMR stocks like GEV, SMR, and STDN are positioned to benefit, while LNG shipping firms face potential stranded-asset risks. Key factors include decarbonization mandates, LNG freight collapse, and geopolitical fuel vulnerabilities. GEV is at $966.01, SMR at $9.07, and STDN at $8.35.

Seatrium (SGX:5E2) signed a Letter of Intent with Golar LNG for a potential Floating Liquefied Natural Gas conversion project. The company's share price has seen short-term gains, but long-term returns are negative. Analysts suggest a fair value of SGD2.75 per share, above the current price, citing strong fundamentals and growth potential in energy transition infrastructure.

Golar LNG (GLNG) announced a fourth floating LNG unit, increasing its liquefaction capacity by 41% and potentially raising EBITDA to $1.2B by 2030. The company has a $17B EBITDA backlog and faces shipyard bottlenecks. However, growth comes with higher CapEx and debt, and earnings are tied to LNG prices.

The Port of Corpus Christi's endorsement of nuclear-powered shipping signals a shift in maritime energy. SMR stocks like GE Vernova (GEV), NuScale (SMR), and others are highlighted, with GEV noted for its advanced BWRX-300 project. LNG shipping companies like Golar LNG (GLNG) and FLEX LNG (FLNG) face potential risks from nuclear propulsion adoption. Policy support from the U.S. and China is also discussed.

Golar LNG (GLNG) reported Q2 2026 revenue of $130.5M, up 72% YoY, with adjusted EBITDA at $127.4M. The company announced a fourth FLNG unit, increasing capacity to 12.1M tonnes/year. It expects $800M EBITDA run rate by 2028 and $1.2B by 2030. Golar has $17B EBITDA backlog and $908.4M cash. Risks include equipment lead times and geopolitical uncertainty.

Golar LNG Ltd. signed an EPC contract with CIMC Raffles for its fourth FLNG vessel, with a 3.5 million tpy capacity, expected by 2029. The vessel will use PRICO technology and is part of Golar's plan to reach 12 million tpy capacity. The project has a $2.45 billion budget and aims for a long-term charter.

The UP World LNG Shipping Index rose 2.29% to 223.45 points last week, outperforming the S&P 500’s 0.36% gain. Fourteen of 21 listed LNG shipping companies advanced. LNG prices were $21.30/mmBtu in Asia and $20.60 in Europe, while tanker rates fell to $40,000/day (Atlantic) and $69,000/day (Pacific) after Qatari redeployments. Chevron led (+7%), New Fortress Energy fell (-8.47%).