For LNG, the Upcoming Challenge Lies in Delivery, Not Production
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 18 2025
0mins
Source: Benzinga
LNG Market Trends: The global LNG market is projected to grow by approximately 200 million tonnes per annum over the next five years, with 65% of this increase expected from the U.S., shifting the market dynamics towards international pricing and supply diversification.
Structural Tightness in LNG Carriers: A prolonged period of structural tightness in the LNG carrier market is anticipated starting around 2027-2028, with early contracting activity indicating a significant demand for carrier tonnage that may not yet be fully realized.
Geopolitical Influences: U.S.-China relations and the resolution of the Ukraine conflict are key geopolitical factors that could significantly impact LNG trade flows and shipping demand, with a potential resurgence in Chinese demand acting as a catalyst for increased vessel requirements.
Evolving Contracting Landscape: The upcoming LNG shipping cycle is expected to feature more short-term volatility in freight rates due to a lack of long-term off-take agreements, leading to a preference for medium-term charters and speculative newbuilding orders amidst cautious capital commitments.
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Analyst Views on FLNG
Wall Street analysts forecast FLNG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FLNG is 26.70 USD with a low forecast of 26.70 USD and a high forecast of 26.70 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
0 Buy
1 Hold
0 Sell
Hold
Current: 26.520
Low
26.70
Averages
26.70
High
26.70
Current: 26.520
Low
26.70
Averages
26.70
High
26.70
About FLNG
FLEX LNG Ltd. is an owner and commercial operator of fuel efficient, fifth generation liquefied natural gas (LNG) carriers. The Company’s business is focused on the operation of its long-term charters for its fleet. It owns and operates about nine M-type, Electronically Controlled, Gas Injection (MEGI) LNG carriers, of which four have partial re-liquefaction systems installed and three have full re-liquefaction systems installed, and four Generation X Dual Fuel (X-DF) LNG carriers. The Company’s operating vessels include Flex Endeavour, Flex Enterprise, Flex Ranger, Flex Rainbow, Flex Constellation, Flex Courageous, Flex Aurora, Flex Amber, Flex Artemis, Flex Resolute, Flex Freedom, Flex Volunteer, and Flex Vigilant. Its subsidiaries include Flex LNG Chartering Limited, Flex LNG Management AS, Flex LNG Bermuda Management Limited, Flex LNG Management Limited, Flex LNG Fleet Limited, Flex LNG Endeavour Limited, Flex LNG Enterprise Limited, Flex Vigilant Limited, and others.
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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