Atlantic LNG Shipping Rates Reach Highest Level in Almost Two Years
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 17 2025
0mins
Source: SeekingAlpha
Rising LNG Transportation Costs: The cost of transporting liquefied natural gas (LNG) across the Atlantic has surged to its highest level since January 2024, with spot rates increasing by 19% to $98,250/day.
Increased LNG Exports: North America's LNG exports have risen nearly 40% year-to-date, driven by increased production and new projects, necessitating more vessels for delivery to Europe and Asia.
Market Dynamics: The recent spike in shipping costs comes after a prolonged period of low rates due to an oversupply of available ships in the market.
Key Players in the Market: U.S. companies involved in LNG include Cheniere Energy, Venture Global, New Fortress Energy, NextDecade, and Exxon Mobil, with various ETFs also linked to the sector.
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Analyst Views on LNG
Wall Street analysts forecast LNG stock price to rise
11 Analyst Rating
11 Buy
0 Hold
0 Sell
Strong Buy
Current: 240.450
Low
258.00
Averages
274.09
High
290.00
Current: 240.450
Low
258.00
Averages
274.09
High
290.00
About LNG
Cheniere Energy, Inc. is the producer and exporter of liquefied natural gas (LNG) in the United States. It provides clean, secure and affordable LNG to integrated energy companies, utilities and energy trading companies around the world. It operates two natural gas liquefaction and export facilities at Sabine Pass, Louisiana (Sabine Pass LNG Terminal) and near Corpus Christi, Texas (Corpus Christi LNG Terminal). It owns and operates over 30 million tons per annum (mtpa) of total production capacity in operation from natural gas liquefaction facilities located in Cameron Parish, Louisiana at Sabine Pass (the SPL Project). The Sabine Pass LNG Terminal also has five LNG storage tanks, vaporizers and three marine berths. The Corpus Christi LNG Terminal also has three LNG storage tanks and two marine berths. It also owns an approximately 21-mile natural gas supply pipeline that interconnects the Corpus Christi LNG Terminal with several large interstate and intrastate natural gas pipelines.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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