U.S. LNG Firms Decline Following Iran's Announcement of Open Strait of Hormuz for Commercial Shipping During Lebanon Ceasefire
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 17 2026
0mins
Source: moomoo
U.S. Companies' Response: U.S. companies have reduced their operations following Iran's announcement regarding the Strait of Hormuz.
Strait of Hormuz Accessibility: Iran has declared that the Strait of Hormuz is open to all commercial shipping during the duration of the Lebanon ceasefire.
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Analyst Views on VG
Wall Street analysts forecast VG stock price to fall
9 Analyst Rating
5 Buy
4 Hold
0 Sell
Moderate Buy
Current: 12.750
Low
8.00
Averages
11.13
High
16.00
Current: 12.750
Low
8.00
Averages
11.13
High
16.00
About VG
Venture Global, Inc. is a provider of the United States liquefied natural gas (LNG) sourced from North American natural gas basins. The Company's business includes assets across the LNG supply chain, including LNG production, natural gas transport, shipping and regasification. The Company sells LNG and is engaged in the operation, construction, and development of natural gas liquefaction and export facilities in North America (LNG projects). Each LNG project includes a liquefaction facility and export terminal and one or more associated pipelines that interconnect with several interstate and intrastate pipelines for delivery of natural gas into the associated liquefaction facility and export terminal. The Company has multiple segments, including the Company's five LNG projects: the Calcasieu Project, the Plaquemines Project, the CP2 Project, the CP3 Project and the Delta Project, and its direct sales and shipping (DS&S) business and pipeline activities.
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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- Investment Context: This expanded agreement builds on Venture Global's investment in regasification capacity at the Alexandroupolis LNG import terminal in Greece, which currently accounts for approximately 25% of the terminal's total capacity, positioning it as a critical gateway for U.S. gas into Southeastern Europe.
- Energy Security Enhancement: The Alexandroupolis LNG FSRU receiving terminal and the South-North
See More
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- Successful Bond Offering: Venture Global has successfully completed a $2.25 billion bond offering, which includes 6.375% senior secured notes due 2034 and 6.625% senior secured notes due 2036, indicating strong market support for its financing needs.
- Debt Restructuring Strategy: The proceeds from this offering will be used to redeem the existing 8.125% senior secured notes due 2028, demonstrating the company's proactive approach to optimizing its capital structure to reduce financing costs and enhance financial flexibility.
- Guarantee Arrangements: Although the notes are initially not guaranteed by subsidiaries, certain subsidiaries will provide guarantees under specific conditions in the future, which will enhance investor confidence in the debt's security and facilitate future financing capabilities for the company.
- Market Compliance: The notes were not registered under the Securities Act, indicating the company's strategic use of capital market tools while adhering to legal regulations to support the expansion and development of its LNG business.
See More
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- Regional Supply Diversification: The joint venture Atlantic-SEE, formed by AKTOR Group and DEPA Commercial, plans to import LNG into Greece and distribute it across Central and Eastern Europe via the 'Vertical Corridor' network, aimed at diversifying regional gas supply routes and reducing reliance on single sources.
- Long-term Contract Lock-in: European buyers are actively securing long-term LNG contracts to mitigate exposure to volatile spot markets following supply disruptions linked to geopolitical tensions, thereby ensuring stable energy supplies and boosting market confidence.
- Infrastructure Investment: This agreement builds on Venture Global's investment in regasification capacity at the Alexandroupolis LNG import terminal, which holds about 25% of the capacity in the region, further solidifying its role as a gateway for U.S. gas into southeastern Europe.
See More
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- Agreement Expansion: Venture Global has expanded its Sales and Purchase Agreement with Greece's ATLANTIC – SEE LNG TRADE S.A. to a 20-year term, starting in 2030, doubling the annual supply of liquefied natural gas from 0.5 million tonnes to 1.0 million tonnes, significantly enhancing energy security in Central and Eastern Europe.
- Infrastructure Investment: This agreement builds on Venture Global's investment in regasification capacity at the Alexandroupolis LNG import terminal, which currently accounts for approximately 25% of the terminal's total capacity, ensuring a reliable supply of U.S. natural gas to the region.
- Strategic Partnership: CEO Mike Sabel emphasized that this expanded partnership not only reinforces commitments to energy security and supply diversification but also strengthens the strategic energy relationship between the U.S. and Europe, fostering regional economic growth.
- Energy Corridor Development: The Alexandroupolis terminal and the South-North 'Vertical Corridor' will serve as a vital energy hub for Central and Eastern Europe, providing new pathways for affordable and reliable natural gas supply, thereby enhancing regional energy security and resilience.
See More
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- Oversubscription Details: The IPO shares are priced at $135 each, with demand exceeding the available shares by a factor of four, indicating strong investor interest in SpaceX, but this could lead to price volatility in the short term.
- Market Performance Expectations: Historical data shows that IPO stocks have averaged a 25% gain on their first trading day over the past decade, but large IPOs typically experience significant declines in their first year, and SpaceX may face a similar fate.
- Competitive Market Analysis: SpaceX's P/S ratio stands at 92, significantly higher than Palantir's 63, indicating an extremely high valuation, and large IPO stocks have historically underperformed, suggesting a potential sharp decline in the following year.
See More
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- IPO Pricing and Valuation: SpaceX's IPO is priced at $135 per share, leading to an initial market capitalization of $1.77 trillion, marking the largest IPO in history; however, this valuation results in a price-to-sales ratio of 92, indicating significant downside risk given its $19.3 billion in annual revenue.
- Strong Market Demand: The IPO has seen exceptionally strong demand, with investment banks reporting that SpaceX's stock is four times oversubscribed, reflecting high market expectations for future growth, yet historical trends show that large IPOs often perform poorly in their first year.
- Integrated Business Model: SpaceX's unique vertical integration combines launch, connectivity, and computing technologies, positioning it to capture a significant share of the $28.5 trillion market, particularly in AI infrastructure and Starlink satellite internet services.
- Historical Performance Warning: Despite the hype surrounding SpaceX's IPO, historical data indicates that the ten largest IPO stocks have averaged a 21% decline in their first year, and their long-term returns typically lag behind the S&P 500, suggesting investors should proceed with caution.
See More
