alvarez Investment Thesis As technical evidence of bottoming commodity prices expands, Cheniere Energy (NYSE:LNG) may once again be headed in to a higher gas prices environment. Although the impact of higher gas prices on Cheniere Energy's financial statements is multifaceted and significant, influencing both its revenue and operational costs, the company can benefit if it manages to pass the costs onto its customers. As displayed on the graph below, the S&P GSCI index, reflecting commodity prices, compared ...

TORONTO, June 05, 2024 (GLOBE NEWSWIRE) -- LNG Energy Group Corp. (TSXV: LNGE) (TSXV: LNGE.WT) (OTCQB: LNGNF) (FRA: E26) (the “Company” or “LNG Energy Group”) is pleased to announce the appointment of Mr. David Lawler to its Board of Directors, effective May 31, 2024. Mr. Lawler is a 30-year veteran of the energy industry and was the Chairman and President of BP America and served as BP plc’s Chief Representative in the United States until 2023. During his tenure, he led the company’s net zero strategy thro ...

Key Highlights: Operating netbacks of U.S.$5.28/Mcf natural gas and $56.58/bbl condensate ($31.23/boe). Repayment of U.S.$8.9 million in senior bank indebtedness to date. Conditionally awarded two Productive Participation Contracts (“CPPs”) to develop and produce hydrocarbons in Venezuela. TORONTO, May 29, 2024 (GLOBE NEWSWIRE) -- LNG Energy Group Corp. (TSXV: LNGE) (TSXV: LNGE.WT) (OTCQB: LNGNF) (FRA: E26) (the “Corporation” or “LNG Energy Group”) is pleased to announce its financial and operating results ...

TORONTO, May 21, 2024 (GLOBE NEWSWIRE) -- LNG Energy Group Corp. (TSXV: LNGE) (TSXV: LNGE.WT) (OTCQB: LNGNF) (FRA: E26) (the “Company” or “LNG Energy Group”) is excited to announce a bold new chapter. Our refreshed brand highlights our extensive operational and capital market experience in the energy sector and underscores our dedication to providing resources reliably and sustainably. In addition, LNG Energy Group is pleased to announce it has launched a new website at www.lngenergygroup.com. What’s New an ...

The Transportation group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Dynagas LNG (DLNG) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out. Dynagas LNG is one of 132 companies in the Transportation group. The Transportation group currently sits at #16 within the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the ave ...

Suriyapong Thongsawang Introduction Macroeconomics, supply chains, and geopolitics. These are the three pillars of my research framework, which I use to understand the "big picture" and put money to work in areas that are likely to allow us to outperform the market on a prolonged basis. Leo Nelissen (Research Framework) Ever since I started my first job at a company that advised a major hedge fund, I have been focused on the "big picture," as - I believe - it is a huge mistake to view a stock as an independ ...

Cheniere Energy Inc. (LNG) reported first-quarter 2024 adjusted profit of $2.13 per share, which missed the Zacks Consensus Estimate of $2.3. This underperformance can be primarily attributed to a year-over-year increase in costs and expenses. The bottom line also deteriorated from the year-ago quarter’s level of $6.89. Revenues totaled $4.3 billion, which beat the Zacks Consensus Estimate of $4 billion. This was primarily due to gas export revenues of $4 billion, which beat the consensus estimate by 7.1%. ...

财务数据和关键指标变化 - 公司在第一季度实现了约5.02亿美元的净收益、约18亿美元的合并调整后EBITDA和约12亿美元的可分配现金流 [53] - 公司的财务业绩反映了国际天然气价格较去年有所下降,以及更多LNG销售来自长期合同 [54] - 公司在第一季度确认了619万TBtu的实际LNG产量,其中608万TBtu来自自有项目,11万TBtu来自第三方采购 [56] 各条业务线数据和关键指标变化 - 公司的整体生产在同比基本持平,得益于出色的运营、较低的维护和萨宾港天气较冷 [14] - 由于得克萨斯州冰冻事件对上游天然气生产和加工设施造成影响,导致公司科珀斯克里斯蒂设施的进料气质量发生临时变化,给生产带来了一些挑战 [12][13] 各个市场数据和关键指标变化 - 欧洲天然气需求基本持平,电力需求和工业需求均有所下降 [38][39] - 亚洲市场需求有所增加,中国、印度和泰国等国的LNG进口量分别同比增长25%、45%和27% [40][41][42][44] - 日本和韩国等北亚市场的LNG进口量同比下降2.5百万吨,部分抵消了中国和东南亚地区的增量 [44] 公司战略和发展方向及行业竞争 - 公司正在积极推进科珀斯克里斯蒂三期项目和萨宾港扩建项目,进展顺利 [19][21] - 公司认为未来数十年天然气和LNG将在全球能源转型中发挥关键作用,是最可靠、灵活、经济且调度性强的能源之一 [9][10][28] - 公司正在努力提升LNG全生命周期的环境绩效,并与供应链伙伴合作部署检测和量化技术 [25][26] 管理层对经营环境和未来前景的评论 - 管理层对公司在第一季度的出色运营和财务表现表示满意,并对全年指引保持乐观 [8][16] - 管理层认为,未来几年新增LNG产能将被市场有效吸收,有助于维持相对温和和稳定的价格水平 [49][50] - 管理层表示,公司的长期合同平台将在一定程度上隔离财务业绩受短期市场波动的影响 [71] 问答环节重要的提问和回答 问题1 **Jeremy Tonet 提问** 询问管理层对需求响应价格的看法以及对2025年业务的影响 [74][77] **Anatol Feygin 回答** 管理层认为新增基础设施将使市场更好地吸收供给,预计未来几年LNG价格将维持在中高单位数水平 [75][76] 问题2 **Keith Stanley 提问** 询问公司今年业绩情况以及优化收益的情况 [89] **Zach Davis 回答** 公司一季度业绩超预期,主要得益于上游和下游的优化收益,预计全年有望达到指引上限 [89] 问题3 **John Mackay 提问** 询问管理层对未来全球天然气需求增长的预测以及数据中心需求的看法 [93][97] **Anatol Feygin 回答** 管理层认为未来数十年天然气需求将保持稳定增长,数据中心需求是推动天然气发电需求的一个重要因素 [94][95][96]

EXHIBIT 99.1 CHENIERE ENERGY, INC. NEWS RELEASE Cheniere Reports First Quarter 2024 Results and Reconfirms Full Year 2024 Financial Guidance HOUSTON--(BUSINESS WIRE)-- Cheniere Energy, Inc. (“Cheniere”) (NYSE: LNG) today announced its financial results for the first quarter 2024. FIRST QUARTER 2024 SUMMARY FINANCIAL RESULTS Three Months Ended (in billions) March 31, 2024 Revenues $4.3 Net Income1 $0.5 Consolidated Adjusted EBITDA2 $1.8 Distributable Cash Flow2 $1.2 2024 FULL YEAR FINANCIAL GUIDANCE (in bill ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-16383 CHENIERE ENERGY, INC. (Exact name of registrant as specified in its charter) Delaware 95-4352386 (State or other jurisdiction of inco ...