Golar LNG Secures 20-Year Charter for MK II FLNG Unit in Argentina
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 23 2025
0mins
Should l Buy GLNG?
Source: SeekingAlpha
Charter Confirmation: Golar LNG confirmed the 20-year charter of its MK II floating LNG production unit to Southern Energy, ensuring an $8 billion net earnings backlog and $400 million in annual EBITDA before adjustments.
Project Details: The MK II FLNG, currently being converted in China, is scheduled for delivery by the end of 2027, with operations expected to commence in 2028, and has received all necessary governmental approvals.
Earnings Visibility: With this new charter, Golar's three existing FLNGs now have 20 years of earnings visibility, totaling a combined EBITDA backlog of $17 billion, enhancing the company's financial outlook.
Investment and Budget: The total conversion budget for the MK II FLNG is approximately $2.2 billion, with $1 billion already spent, indicating significant investment in the project.
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Analyst Views on GLNG
Wall Street analysts forecast GLNG stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 43.600
Low
55.00
Averages
55.00
High
55.00
Current: 43.600
Low
55.00
Averages
55.00
High
55.00
About GLNG
Golar LNG Limited designs, owns and operates marine infrastructure for the liquefaction of natural gas and the regasification, storage and offloading of liquefied natural gas (LNG). Its fleet consists of two floating liquefaction natural gas vessels (FLNGs). The Company’s segments include FLNG, Corporate and Other, and Shipping. The FLNG segment covers operations of FLNG vessels and projects. It converts LNG carriers into FLNG vessels or builds new ones and contracts them to customers. This segment includes vessels such as FLNG Hilli, FLNG Gimi, and MKII FLNG. The Shipping segment focuses on the operations of transportation of LNG carriers. The Corporate and Other segment includes administrative tasks and ship operation and maintenance services. It also provides FLNG commercial, operational and technical support, crew management services and supervision, corporate secretarial, accounting, and treasury services. It operates in Bermuda, the United Kingdom, Norway, Cameroon, and Croatia.
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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See More
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