Venture Global: LNG Demand Is Only Rising, And This Is My Stock Of Choice For That

Andres Veurink 2.43K Followers Follow Summary Venture Global is rated a Strong Buy, driven by robust LNG demand, facility expansion, and compelling valuation at 12.5x EV/EBIT. VG's earnings and volumes are surging, with H1 EBIT at $3.3B and 2026 EBITDA guidance raised to $8.7–$9.1B. Repricing legacy contracts and new long-term deals, including with China Gas, provide significant upside as market rates outpace historical agreements. Execution risk centers on timely CP2 facility launch, but VG's infrastructure growth positions it as a premier LNG market play. Denis Shevchuk/iStock via Getty Images Investment Thesis The energy market continues to deliver time and time again, it seems. This time with Venture Global ( VG ), which is up over 14% the last year and trades at a low multiple This article was written by Andres Veurink 2.43K Followers Follow With over a decade of institutional investment experience, I specialize in identifying growth opportunities at the intersection of technological disruption and macro-thematic energy shifts. I've spent the majority of that time at a hedge fund here in Rotterdam, working my way up as an analyst. My work reflects rigorous standards as I myself have a very high standard as to what I invest my money in. My primary coverage spans the technology sector—with a focus on SaaS and cloud infrastructure—and the energy and minerals markets. I tend to be very data and trend driven in my work, analyzing unit economics and supply chain gaps among a number of other often overlooked areas in business and industries.I find these offer incredible growth opportunities and are also very fun to research and follow. It's a very active space with plenty of news coming out each week. Work is my own thoughts and research is done only by myself. Analyst’s Disclosure: I/we have a beneficial long position in the shares of VG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.