Cheniere Energy Inc.

Strong Financial Performance: Cheniere reported consolidated adjusted EBITDA of approximately $1.9 billion, distributable cash flow of approximately $1.3 billion, and net income of about $350 million for Q1 2025. This reflects an increase in total margins driven by higher international gas prices and optimization of cargo sales, compared to Q1 2024 results.

Robust LNG Market Conditions: The company is witnessing a tight LNG market, particularly in Europe, where LNG imports rose by 23% year-on-year, largely due to decreased Russian gas flows. Cheniere’s U.S. LNG supply represents 57% of Europe’s total imports, indicating a secured demand base amid global energy challenges.

Expansion and Permitting Success: Cheniere is on track with its expansion projects, achieving substantial completion on Train 1 of the Corpus Christi Stage 3 project ahead of schedule and within budget. Regulatory permitting for midscale Trains 8 and 9 has progressed positively, with further permits expected soon. This positions the company for significant volume growth, forecasting an increase to 16 million tons per annum capacity by 2029.