Venture Global Lowers FY25 EBITDA Guidance to $6.4B-$6.8B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 12 2026
0mins
Should l Buy VG?
Venture Global previously forecast FY25 adjusted EBITDA view $6.4B-$6.8B. The company cited "unusual factors impacting those measures during the quarter ended December 31, 2025" for the guidance reduction. For the quarter ended December 31, 2025, Venture Global exported 128 cargos from its LNG facilities. Venture Global sales totaled 478.3 TBtu of LNG at an implied weighted average fixed liquefaction fee of $5.15 per MMBtu during the quarter. During the quarter, both the volume and pricing of cargos exported were impacted by changes in Henry Hub prices and International LNG prices as well as limited vessel availability in the Atlantic basin. During this time of shipping constraints, we were able to pull forward scheduled maintenance late in the quarter. In addition, by being able to utilize our shipping fleet of owned and chartered vessels, the company and its subsidiaries were able to mitigate some of the impact from tight shipping markets. Forward pricing for such factors in February and March of 2026 have improved from year end levels. For the quarter ended December 31, 2025, Venture Global exported 38 cargos from its Calcasieu Pass facility. Venture Global third-party sales of LNG sourced from the Calcasieu Pass facility totaled 140.1 TBtu at an implied weighted average fixed liquefaction fee of $2.01 per MMBtu inclusive of adjustments for estimated arbitration reserves, during the quarter. For the quarter ended December 31, 2025, Venture Global exported 90 cargos from its Plaquemines facility. Venture Global third-party sales of LNG sourced from the Plaquemines facility totaled 338.2 TBtu at an implied weighted average fixed liquefaction fee of $6.02 per MMBtu, during the quarter. Shares of Venture Global are down 1.66% to $7.11 in late morning trading.
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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: 14.680
Low
8.00
Averages
11.13
High
16.00
Current: 14.680
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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- Strategic Investments and Expansion: Venture Global recently completed an $8.6 billion development deal and settled a dispute with Italy's Edison, enabling it to supply more LNG to Europe, thereby strengthening its market position amid rising demand.
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