Goldman Sachs Predicts LNG Market Disruption Through 2027
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 19 hours ago
0mins
Should l Buy VG?
Source: CNBC
- Market Disruption: Goldman Sachs anticipates that the liquefied natural gas (LNG) market will remain disrupted through 2027 due to the U.S.-Iran war, with Qatar's LNG export capacity reduced by 17% from Iranian attacks, impacting about 3% of global LNG supply.
- Earnings Upgrade: Goldman raised Venture Global's EBITDA estimates for 2026 through 2028 by 62% on average, maintaining a buy rating with a price target of $18.50, indicating a 17% upside from Monday's close, reflecting the company's strong leverage to rising global gas prices.
- Investment Potential: Cheniere Energy is also favored by Goldman, receiving a buy rating and a price target of $312, suggesting nearly a 9% gain from Monday's close, as its capital allocation strategy positions it well for significant stock buybacks in Q3 and Q4 of 2025.
- Risk Factors: Despite the upward revisions in earnings estimates across the LNG sector, Goldman cautions that significant commodity price volatility and uncertainty in energy markets pose risks to the growth outlook for Venture Global, Cheniere Energy, and Golar LNG.
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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: 15.800
Low
8.00
Averages
11.13
High
16.00
Current: 15.800
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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- Strong Monthly Performance: Year-to-date, Venture Global's stock has soared by 73%, marking its third consecutive week of gains, reflecting optimistic investor expectations for future performance and further solidifying its position in the energy market.
- Impact of Major Losses: A missile attack on Qatar's Ras Laffan natural gas hub caused estimated revenue losses of up to $20 billion, and while economists expect LNG prices to remain elevated, it will take at least five years to repair the facility, highlighting concerns over supply chain stability.
- Successful Fundraising: Venture Global recently raised $8.6 billion for its third liquefied natural gas project in Louisiana, demonstrating strong financing interest from global banks for the CP2 project, which has a peak production capacity of 29 MTPA, reflecting market confidence in its long-term contracts with customers in Europe and Asia.
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- Target Price Increase: Goldman Sachs raised its target price for Venture Global from $15 to $18.50, suggesting that investors buying at the current price of $16.60 could see potential gains of over 11%.
- Optimistic Market Outlook: Morgan Stanley is even more bullish, projecting a nearly 33% rise in Venture Global's shares to $22, primarily driven by surging natural gas prices.
- Significant Earnings Potential: Analysts estimate that every $1 increase in natural gas prices could boost Venture Global's EBITDA by as much as $625 million, highlighting its profitability in the current market environment.
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- Stock Price Surge: Venture Global's shares rose over 5% on Tuesday, closing at $16.60, reflecting market optimism about its future performance, particularly amid surging demand for liquefied natural gas (LNG).
- Target Price Increase: Goldman Sachs raised its target price for Venture Global from $15 to $18.50, indicating potential gains of over 11% for investors buying at current levels, showcasing analysts' confidence in the company's future profitability.
- Positive Market Outlook: Morgan Stanley is even more bullish, projecting a nearly 33% increase in Venture Global's stock price to $22, primarily driven by soaring natural gas prices, with analysts estimating that every $1 rise in gas prices could boost EBITDA by $625 million.
- Urgent Energy Supply Needs: With rising natural gas prices due to Middle East conflicts, Venture Global, as one of the largest LNG exporters in the U.S., is well-positioned to meet the increasing demand for reliable energy supplies, further solidifying its market position.
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Goldman Sachs Predicts LNG Market Disruption Through 2027
- Market Disruption: Goldman Sachs anticipates that the liquefied natural gas (LNG) market will remain disrupted through 2027 due to the U.S.-Iran war, with Qatar's LNG export capacity reduced by 17% from Iranian attacks, impacting about 3% of global LNG supply.
- Earnings Upgrade: Goldman raised Venture Global's EBITDA estimates for 2026 through 2028 by 62% on average, maintaining a buy rating with a price target of $18.50, indicating a 17% upside from Monday's close, reflecting the company's strong leverage to rising global gas prices.
- Investment Potential: Cheniere Energy is also favored by Goldman, receiving a buy rating and a price target of $312, suggesting nearly a 9% gain from Monday's close, as its capital allocation strategy positions it well for significant stock buybacks in Q3 and Q4 of 2025.
- Risk Factors: Despite the upward revisions in earnings estimates across the LNG sector, Goldman cautions that significant commodity price volatility and uncertainty in energy markets pose risks to the growth outlook for Venture Global, Cheniere Energy, and Golar LNG.
See More
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- Stock Price Surge: Shares of U.S. natural gas companies rose significantly, with Venture Global up 7.6% and Diversified Energy up 9.5%, reflecting strong market confidence and potential for increased industry investment amid ongoing supply disruptions from the Iran war.
- Force Majeure Declaration: QatarEnergy declared force majeure on some long-term LNG supply contracts due to Iranian attacks that knocked out 17% of its LNG export capacity, threatening supplies to Europe and Asia, which could lead to price increases in the global market.
- Market Analysis: Jefferies analyst Emma Schwartz noted that U.S. LNG exporters are expected to benefit from tighter supply and increased diversification, highlighting Cheniere's ability to capitalize on market conditions despite low spot exposure, showcasing its adaptability.
- Futures Volatility: U.S. natural gas futures traded with modest fluctuations, with front-month Nymex natural gas rising 0.8% to $2.914/MMBtu, reflecting cautious market sentiment amid bearish weather forecasts and rising oil prices impacting the natural gas market.
See More
Venture Global Inc. Stock Surges Amid Energy Market Optimism
- Significant Stock Growth: Venture Global's share price surged by 20.7% last week as investor enthusiasm for energy stocks increased, driven by expectations that the industry will continue to benefit from ongoing tensions in the Middle East, indicating strong market confidence in energy demand.
- Strong Monthly Performance: Year-to-date, Venture Global's stock has soared by 73%, marking its third consecutive week of gains, reflecting optimistic investor expectations for future performance and further solidifying its position in the energy market.
- Impact of Major Losses: A missile attack on Qatar's Ras Laffan natural gas hub caused estimated revenue losses of up to $20 billion, and while economists expect LNG prices to remain elevated, it will take at least five years to repair the facility, highlighting concerns over supply chain stability.
- Successful Fundraising: Venture Global recently raised $8.6 billion for its third liquefied natural gas project in Louisiana, demonstrating strong financing interest from global banks for the CP2 project, which has a peak production capacity of 29 MTPA, reflecting market confidence in its long-term contracts with customers in Europe and Asia.
See More
Goldman Sachs and Morgan Stanley Bullish on Venture Global
- Stock Price Surge: Venture Global (NYSE: VG) saw its shares rise over 5% on Tuesday as analysts rushed to raise their price targets, indicating strong market confidence in the company.
- Target Price Increase: Goldman Sachs raised its target price for Venture Global from $15 to $18.50, suggesting that investors buying at the current price of $16.60 could see potential gains of over 11%.
- Optimistic Market Outlook: Morgan Stanley is even more bullish, projecting a nearly 33% rise in Venture Global's shares to $22, primarily driven by surging natural gas prices.
- Significant Earnings Potential: Analysts estimate that every $1 increase in natural gas prices could boost Venture Global's EBITDA by as much as $625 million, highlighting its profitability in the current market environment.
See More
Analysts Raise Price Targets for Venture Global Amid LNG Demand Surge
- Stock Price Surge: Venture Global's shares rose over 5% on Tuesday, closing at $16.60, reflecting market optimism about its future performance, particularly amid surging demand for liquefied natural gas (LNG).
- Target Price Increase: Goldman Sachs raised its target price for Venture Global from $15 to $18.50, indicating potential gains of over 11% for investors buying at current levels, showcasing analysts' confidence in the company's future profitability.
- Positive Market Outlook: Morgan Stanley is even more bullish, projecting a nearly 33% increase in Venture Global's stock price to $22, primarily driven by soaring natural gas prices, with analysts estimating that every $1 rise in gas prices could boost EBITDA by $625 million.
- Urgent Energy Supply Needs: With rising natural gas prices due to Middle East conflicts, Venture Global, as one of the largest LNG exporters in the U.S., is well-positioned to meet the increasing demand for reliable energy supplies, further solidifying its market position.
See More
ARK Fintech Innovation ETF Underperforms
- ETF Performance: The ARK Fintech Innovation ETF is down approximately 4.6% in Tuesday afternoon trading, indicating a weak performance that reflects diminishing investor confidence in the sector.
- Component Stock Declines: Within the ETF, Circle Internet Group shares fell by about 21.7%, while Coinbase Global shares dropped by approximately 10.9%, with these declines dragging down the overall ETF returns and suggesting cautious market sentiment towards these companies' prospects.
- Market Reaction: As the fintech sector faces challenges, investors may reassess their investment strategies regarding related ETFs, potentially impacting future capital inflows and market dynamics.
- Investor Confidence: The poor performance of ARKF could lead to a decline in investor confidence in the fintech sector, which may affect the fundraising capabilities and market valuations of related companies, potentially having negative implications for the industry's long-term development.
See More
Goldman Sachs Predicts LNG Market Disruption Through 2027
- Market Disruption: Goldman Sachs anticipates that the liquefied natural gas (LNG) market will remain disrupted through 2027 due to the U.S.-Iran war, with Qatar's LNG export capacity reduced by 17% from Iranian attacks, impacting about 3% of global LNG supply.
- Earnings Upgrade: Goldman raised Venture Global's EBITDA estimates for 2026 through 2028 by 62% on average, maintaining a buy rating with a price target of $18.50, indicating a 17% upside from Monday's close, reflecting the company's strong leverage to rising global gas prices.
- Investment Potential: Cheniere Energy is also favored by Goldman, receiving a buy rating and a price target of $312, suggesting nearly a 9% gain from Monday's close, as its capital allocation strategy positions it well for significant stock buybacks in Q3 and Q4 of 2025.
- Risk Factors: Despite the upward revisions in earnings estimates across the LNG sector, Goldman cautions that significant commodity price volatility and uncertainty in energy markets pose risks to the growth outlook for Venture Global, Cheniere Energy, and Golar LNG.
See More
Iran War Disrupts Natural Gas Supplies, Boosts U.S. Stocks
- Stock Price Surge: Shares of U.S. natural gas companies rose significantly, with Venture Global up 7.6% and Diversified Energy up 9.5%, reflecting strong market confidence and potential for increased industry investment amid ongoing supply disruptions from the Iran war.
- Force Majeure Declaration: QatarEnergy declared force majeure on some long-term LNG supply contracts due to Iranian attacks that knocked out 17% of its LNG export capacity, threatening supplies to Europe and Asia, which could lead to price increases in the global market.
- Market Analysis: Jefferies analyst Emma Schwartz noted that U.S. LNG exporters are expected to benefit from tighter supply and increased diversification, highlighting Cheniere's ability to capitalize on market conditions despite low spot exposure, showcasing its adaptability.
- Futures Volatility: U.S. natural gas futures traded with modest fluctuations, with front-month Nymex natural gas rising 0.8% to $2.914/MMBtu, reflecting cautious market sentiment amid bearish weather forecasts and rising oil prices impacting the natural gas market.
See More
