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Exclusive Article
3 LNG Stocks to Watch as Iran War ContinuesWritten by Nathan Reiff. Article Posted: 4/3/2026. 
Key Points
- Domestic liquefied natural gas (LNG) providers have risen by as much as 20% in the past month amid the Iran war, although investors may question how much more room these stocks have to run in the near-term.
- Cheniere Energy is a major LNG producer that is ramping up operations to further secure its dominant position.
- Venture Global and Golar LNG are not producers of LNG; nonetheless, both play crucial roles in exporting and transporting, respectively.
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With the energy industry likely to face continued supply disruptions as the war in Iran continues, investors who can tolerate some volatility may find opportunities in the space. Specifically, the liquefied natural gas (LNG) market is heavily affected by the closure of the Strait of Hormuz—exports from Qatar and the UAE represent roughly one-fifth of the global market and have slowed to a near standstill over the past month. Stateside, domestic LNG companies could benefit from the disruption, both as the world copes with reduced supply from the Middle East and as the European Union’s ban on Russian LNG imports takes effect later this month.
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The following three companies could be particularly well-positioned thanks to these developments in the Gulf and in Europe. America's Biggest Producer Has Already Priced In Some of the Tailwinds, but More Upside May ExistAt a market capitalization of about $58 billion, Houston-based Cheniere Energy Inc. (NYSE: LNG) is the largest domestic producer of LNG, with primary operations on the U.S. Gulf Coast. Investors have already recognized the critical role Cheniere plays in the domestic LNG market amid recent global developments. Over the past year, Cheniere shares have risen by close to 20% and are up nearly 13% in the last month alone, bringing its year-to-date gain to over 40%. Despite having priced in some potential benefits from the current market environment, Cheniere may still have room to run. Analysts see modest upside based on a consensus price target of $284.29, and 18 of 20 analyst ratings are Buy or equivalent, indicating strong Wall Street conviction. Cheniere’s strengths were apparent even before the recent conflict. In the company's latest report for full-year and Q4 2025, revenue rose 23% year-over-year and earnings per share beat analyst expectations by $6.78. For 2025, Cheniere generated about $5.3 billion in distributable cash flow, exceeding guidance, while producing a record more than 46 million tons of LNG. That financial strength gives Cheniere flexibility to accelerate expansion projects at Corpus Christi and elsewhere, reinforcing its domestic position. Venture Global Is Growing Quickly, but CapEx and Debt Raise RisksDomestic LNG firm Venture Global (NYSE: VG) specializes in converting U.S. natural gas into LNG for export — a business model well-suited to the current supply shift. The company could seize market share in regions that suddenly need new sources of supply. One key catalyst: a facility slated to shift from spot to long-term contracts this year, which could help drive EBITDA growth and improve margins. That is one of several operational developments underpinning the company’s rapid expansion. For scale, Venture’s revenue nearly tripled year-over-year to $4.5 billion in the latest quarter. Venture is not without risks. High capital expenditures to support growth and a debt-to-equity ratio of 3.24 indicate significant reliance on leverage. That helps explain the current Hold rating, although analysts still see roughly 8% potential upside. Golar LNG Expects Strong EBITDA Growth—Is It Already Priced In?Golar LNG Ltd. (NASDAQ: GLNG) operates LNG carriers, transportation services, and related infrastructure, making it an important part of the LNG value chain even though it is not a producer. Golar has been a clear beneficiary of the conflict in Iran, with shares up more than 48% year-to-date and nearly 50% over the past year; the stock climbed more than 19% in the last month. Management expects adjusted EBITDA could quadruple to $800 million over the next few years, driven by strength in long-term contracts and operational improvements. After refinancing, Golar finished 2025 with about $1.2 billion in cash, positioning it to absorb near-term costs related to yard upgrades and other CapEx. That said, investors may wonder whether the recent rally has pushed valuation too far. Analysts’ consensus price target is $50.50, and earnings are projected to increase about 17% next year. With an overall Moderate Buy rating across Wall Street, there remains reason to expect the company could continue to benefit from the current environment, though some valuation risk persists. |
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