The United States is the largest exporter of liquefied natural gas (LNG), surpassing Australia and Qatar in 2023. The exports of the United States are about 12.5 billion cubic feet (BCF) per day or 92 million metric tons per year. This is also perhaps the largest exporter of natural gas, surpassing Russia and Norway since 2024. Ukraine is canceled by Russian gas export, where Russian pipelines pass through Ukraine for European customers, it reduces Russia’s export even more. Natural gas is grown as a source of fuel for solid oxide fuel elements (SOFC), which did not even need to be converted first into hydrogen. Investors who seek to benefit from the dominance of natural gas exports in America must more carefully consider these two shares in the oil/energy sector.
Energy Cheniere: The largest exporter of LNG in the United States
When it comes to LNG export, Cheniere Energy Inc. NYSE: LNG This is one of the first companies that will come to mind, especially when he looks at the reserve symbol. Cheniere was a pioneer in LNG and an early supporter of formation in 1996. Being the largest LNG manufacturer in the country, Cheniere controls two LNG objects, Sabine Pass LNG, located in Louisiana and the new LNG Corpus Christi located in Texas. Sabin’s pass is 30 million metric tons per year (MTPA). Corpus Cristi has 15 MTPA, with 10 MTPA in construction through seven trains of medium scale. The total current power is 45 MPTA with 10 MTPA. CHENIERE gaze is that the market will require 230 MTPA offers over the next 10 years.
Closing the year for the rebound
Cheniere published 4 Q424 EPS in the amount of $ 0.33, exceeding consensus estimates by $ 1.62. Revenue fell by 8% by years to 0.44 billion dollars. USA, which corresponds to consensus estimates. The company closed a year with a liquidity of 2.2 billion dollars. USA, and money and cash equivalents amounted to almost $ 270 million. Limited funds and cash equivalents in the amount of $ 109 million. USA and $ 1 billion. The United States existing obligations in accordance with the protection of the credit line Sabine Pass Liqument LLC (SPL).
Throughout 2025, Cheniere Energy expects a adjusted EBITDA in the amount of 6.5 to 7 billion dollars. It is expected that the distributed cash flow will be from 4.1 to 4.6 billion dollars. USA. 2024 was considered a fallen year.
Expansion projects of Cheniere
The company is developing a project to expand with the expected common production capacity of up to 20 million tons of LNG, which is called the “SPL expansion project” located next to the SPL project. Cheniere has submitted applications to the Federal Commission for the Regulation of Energy for the Project for Construction and Management of the Project and an application to the Ministry of Energy for permission to export LNG to the Free Trade Agreement (FTA) and the country without FTA.
The financial director of Zach Davis mentioned that the release of the investment class bonds in the framework of his strategic financing: “Looking into the future, you can expect more from this, in the near future we will continue to focus our debt within the framework of the CQP complex in preparing to finance the SPL expansion project. Ritual agencies continue to recognize our progress in the management of the balance through our corporate structure in 2024. “
Antero resources: natural gas intelligence in Appalachi
Since 2020, the demand for natural gas in the United States has continued to grow since January 2025, which has been the highest in history of 50.6 billion cubic feet per day (BCF/D) for residential and commercial heating and preparation (review) and 37.7 BCF/D for burning electricity, and generating electricity. Extreme freezing temperatures in January 2025 reduced natural gas storage, since prices begin to rise in December 2024. Antero Resources Co. YOUAn independent company for the exploration and production of oil and natural gas is a key benefactor of these record frozen winter temperatures.
Production of natural gas and natural gas (NGLS)
Antero primarily develops and produces natural gas and natural gas fluids (NGL), such as Butane, Propane and Ethan, from the shale images of the onhutician and Marcellus in the Appalachian basin. Most of their production of natural gas is transported to the LNG corridor on the bay coast, when it is exported as LNG and sold to premium -class markets.
Antero also has the integrated capabilities of the middle part through Antero moidstream, which provides collecting, processing and transportation, providing economical and reliable access to the market without the need to depend on third -party services. The company uses hedging strategies to manage unstable prices for goods and provides a more stable view of future tributaries.
Fourth quarter in a record frozen winter
Antero announced the EP of the 4th Q4 in 58 cents that estimate consensus estimates for 29 cents, since income fell by 2.13% of the years to 1.17 billion dollars, which corresponds to consensus estimates. The production of natural gas on average amounted to 2.1 billion for/d, decreasing by 7%. NGL production on average was 217 thousand thousand barrels per day (MBBL/D), increasing by 14%. The company has implemented a preliminary equivalent price of natural gas in the amount of 3.64 thousand cubic feet (MCFE) of 85 cents per MCFE Premium for NYMEX. Net profit amounted to $ 150 million, while net profit without GAAP during the quarter amounted to $ 181 million. USA, and free cash flow (FCF) amounted to $ 159 million.
During 2025, Antero increased its previous targeted performance by 50 million cubic feet, equivalent to a day (MMCFE/D) to 3.35 to 3.45 billion cubic feet equivalent to the day (BCFE/D), which is associated with the growth of liquid production. The company expects to sell natural gas prices so that an average bonus is from 10 to 20 cents per MCF to NYMEX and C3+ NGL, so that an average bonus of $ 1.50 to $ 2.50 per barrel for the Mont -Belver. C3+ refers to natural gas liquids, consisting of propane (C3) and other heavier hydrocarbons, including bottles and other heavier liquids.
Financial Director Michael Kennedy commented: “Looking into the future until 2025, our branded transport portfolio delivers 75% of our natural gas to the LNG corridor along the coast of the Gulf of Mexico and, as expected, will lead to a higher sales of prices for a premium price for NyMEX after the recent launch of two large export terminals in the LN Bay “.
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