Venture Global and Mitsui finalize 20-year LNG contract
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 12 2025
0mins
Source: SeekingAlpha
New LNG Agreement: Venture Global and Mitsui & Co. have signed a 20-year liquefied natural gas sales and purchase agreement, with Mitsui set to buy 1.0 million tonnes per annum starting in 2029.
Long-term Contracts: This agreement is Venture Global's third long-term contract with a Japanese company, contributing to a total of 6.75 MTPA of long-term contracts secured in 2025.
Market Reaction: Following the announcement, Venture Global's stock rose approximately 4% during after-market trading hours.
Ongoing Legal Matters: The news comes amid ongoing legal challenges, including Shell's challenge to a Venture Global arbitration decision in the New York Supreme Court.
Analyst Views on VG
Wall Street analysts forecast VG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VG is 11.89 USD with a low forecast of 8.00 USD and a high forecast of 18.00 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.
9 Analyst Rating
5 Buy
4 Hold
0 Sell
Moderate Buy
Current: 9.530
Low
8.00
Averages
11.89
High
18.00
Current: 9.530
Low
8.00
Averages
11.89
High
18.00
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.
