LNG

Shell reports $6.9B Q1 earnings, beating estimates, but stock falls 3.11% as revenue disappoints and debt concerns mount.

Strait of Hormuz closure cuts global LNG supply by a fifth, triggering Europe's second major energy crisis in four years with stark implications for manufacturers and energy firms.

Shell acquires ARC Resources for $16.4 billion, adding 370,000 boe/d and targeting 4% annual production growth through 2030 with $250M annual synergies.

Shell agreed to acquire ARC Resources for $13.6 billion, adding 370,000 barrels daily and targeting 4% production growth through 2030.

Shell agrees to buy Canadian energy firm ARC Resources for $13.6B in equity value, adding 370k barrels daily and boosting production growth targets.

QatarEnergy and ExxonMobil achieved first LNG cargo load from Golden Pass terminal in Texas, marking key $10B venture milestone amid Middle East tensions.

ExxonMobil surges 18% in 2026 on Persian Gulf tensions, but analysts question whether the energy giant remains the best way to play elevated oil prices.

Trump administration's energy dominance policy, geopolitical tensions, and AI data center demand create opportunities in U.S. LNG and nuclear sectors.

Stolt-Nielsen reported Q1 2026 net profit of $47.5M, down 69% year-over-year, as tanker freight rates weakened despite solid terminal operations.

NextDecade stock jumped 7.15% as Middle East tensions elevate global LNG demand. The Strait of Hormuz closure risk drives governments to secure alternative energy supplies from U.S. producers.

Venture Global stock doubles in 2026 as Iran conflict tightens LNG supplies. Morgan Stanley upgrades to overweight, but high leverage raises investor concerns.

Oil prices surge past $110 amid Iran tensions while major energy stocks lag crude's gains, creating potential upside for investors.

Chevron positioned to generate $12.5B additional free cash flow in 2026 following Hess acquisition close as Brent oil exceeds $100/barrel.

NextDecade stock surges 11% as board director purchases 71,500 shares amid rising global LNG demand driven by Middle East tensions and supply diversification efforts.

Louisiana's premier energy conference returns May 26-28, 2026, featuring 100+ companies discussing traditional energy and emerging sectors like LNG and carbon capture.

TotalEnergies exits US offshore wind leases, redeploying capital to LNG projects. Stock down 0.43% at $88.76 despite bullish longer-term trend.

Oil prices above $100 spark renewed interest in energy stocks. ExxonMobil, Schlumberger, and Enterprise Products Partners emerge as compelling opportunities amid geopolitical tensions.

Venture Global secured $8.6B financing and signed 1.5 MTPA LNG supply deal with Vitol through 2026, beating Q1 earnings estimates.

Iran escalation creates historic energy shock, spiking oil and gas prices. Energy stocks surge while cyclicals and Asian markets fall. Investors should prepare for volatility, not chase gains.

Cheniere Energy stock climbs as missile strikes on Qatar's LNG facilities boost natural gas prices and demand for U.S. LNG exports.