U.S. LNG Exports Hit Record High of 10.9 Million Tonnes in November
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 01 2025
0mins
Source: Newsfilter
- Record Export Volume: U.S. liquefied natural gas (LNG) exports reached 10.9 million tonnes in November, up from 10.1 million tonnes in October despite having one fewer day, underscoring the U.S.'s dominant position in the global LNG market.
- Strong Performance from Major Producers: Cheniere Energy increased its shipments to 4.6 million tonnes from its two Texas plants, while Venture Global LNG maintained steady exports at 3 million tonnes, indicating that major producers are ramping up capacity amid surging demand.
- Surging Demand: U.S. natural gas demand for liquefaction hit a record 18 billion cubic feet per day in November, reflecting strong market demand for LNG, particularly as cooler temperatures enhanced liquefaction efficiency.
- Europe Dominates Market: Europe accounted for 70% of U.S. LNG exports in November, with Turkey emerging as a major buyer at 0.9 million tonnes, highlighting the deepening reliance of the European market on U.S. LNG while impacting demand in Asia.
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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: 257.190
Low
258.00
Averages
274.09
High
290.00
Current: 257.190
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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See More
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- LNG Production Capacity: Cheniere boasts an LNG production capacity exceeding 53 million tonnes per annum, with an additional 8 million tonnes expected from ongoing projects, underscoring its leadership in the global energy market.
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- Supply Gap Closure: U.S. exporters have successfully filled the 17% export capacity loss from Qatar due to war by maximizing liquefaction capacity and tightening loading schedules, ensuring that total global LNG supplies remain at record highs despite geopolitical disruptions.
- Terminal Performance: The Plaquemines LNG terminal has seen a 240% year-over-year increase in export volumes, loading nearly 6.5 million tons of LNG in Q1 2026, making it the second-largest U.S. export facility and helping push total quarterly U.S. shipments above 31 million tons for the first time.
- Future Outlook: Although gas consumption in Europe is expected to decline, potentially slowing U.S. LNG orders, the current low inventory levels at around 30% full suggest that steady LNG orders will continue in the coming months to replenish supplies ahead of winter, allowing for necessary maintenance at U.S. facilities.
See More
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- Earnings Highlights: Goldman Sachs reported Q1 net revenues of $17.2 billion, a 14% year-over-year increase that surpassed Wall Street expectations, indicating strong market performance and likely attracting more investor interest.
- Earnings Per Share Beat: The earnings per share came in at $17.55, exceeding Wall Street's forecast of $16.49, which pushed the return on equity to 19.8%, reflecting improved operational efficiency within the firm.
- Asset Management Growth: The Asset and Wealth Management unit generated $4.08 billion in revenue this quarter, a 10% increase from last year, although slightly below market expectations, indicating growth in management fees due to an increase in total assets under management.
- Market Dynamics Analysis: While FICC revenue fell by 10%, equity revenue surged by 27%, demonstrating that Goldman Sachs' trading business is thriving in a volatile and bullish market environment, suggesting potential continued benefits from the resurgence of capital markets.
See More
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- Strong Financial Performance: Goldman Sachs reported net revenues of $17.2 billion for Q1 2026, a 14% year-over-year increase that exceeded Wall Street expectations, indicating robust performance in investment banking and likely driving stock price appreciation.
- Earnings Per Share Beat: The bank's earnings per share reached $17.55, surpassing the expected $16.49, which pushed the return on equity to 19.8%, demonstrating high operational efficiency and potentially attracting more investor interest.
- Asset Management Growth: Goldman’s Asset and Wealth Management unit generated $4.08 billion this quarter, a 10% increase from last year, although slightly below Wall Street targets, reflecting increased management fees due to asset growth.
- Market Volatility Impact: While FICC revenue fell by 10%, equity revenue surged by 27%, indicating that Goldman's equity trading business thrived amid market volatility and high trading volumes, potentially setting the stage for future profit growth.
See More
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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.
See More
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- Price Target Increase: Citigroup raised Cheniere Energy's price target from $280 to $330 while maintaining a Buy rating, indicating increased market confidence in its profitability, particularly amid global energy market volatility due to Middle East conflicts.
- Market Position: As the largest liquefied natural gas producer in the U.S., Cheniere operates major export terminals in Louisiana and Texas, strategically positioned to benefit from the growing importance of LNG as a flexible and scalable energy solution.
- Demand Growth: Cheniere stands to gain from rising global demand driven by energy security concerns and the rapid expansion of AI and data center infrastructure, with strong margins making it a high-quality investment opportunity with significant long-term upside potential.
- Investment Outlook: While LNG is seen as a promising investment, analysts suggest that certain AI stocks may offer greater upside potential and lower downside risk, urging investors to choose wisely for optimal returns.
See More
Cheniere Energy Announces Q1 2026 Earnings Release Schedule
- Earnings Release Schedule: Cheniere Energy plans to issue its Q1 2026 financial results on May 7, 2026, before market open, highlighting its ongoing growth potential in the LNG sector.
- Investor Conference Call: An investor and analyst conference call will be held at 11:00 AM ET on the same day, providing an in-depth analysis of financial results aimed at boosting investor confidence and enhancing market transparency.
- LNG Production Capacity: Cheniere boasts an LNG production capacity exceeding 53 million tonnes per annum, with an additional 8 million tonnes expected from ongoing projects, underscoring its leadership in the global energy market.
- Global Business Presence: With offices in major cities like London, Singapore, and Beijing, Cheniere demonstrates its commitment to meeting the growing global demand for natural gas and expanding its international market reach.
See More
