CHENIERE ENERGY $LNG Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $5.7B (Est. $4.89B) 🟢; +24% YoY
🔹 EBITDA: $1.8B (Est. $1.72B) 🟢; +27% YoY
🔹 Net Income: $3.1B; +89% YoY
🔹 Distributable Cash Flow: $1.2B
Raises FY26 Guide:
🔹 EBITDA: $7.90B-$8.40B (Est. $7.82B) 🟢
🔹 Distributable Cash Flow: $5.30B-$5.80B (Est. $3B) 🟢
🔹 Production: 53-54M tonnes; from 52-54M tonnes
Other Q2 Metrics:
🔹 LNG Cargoes Exported: 184; +19% YoY
🔹 LNG Volumes Exported: 672 TBtu; +22% YoY
Comments:
🔸 “Our strong financial and operational results year-to-date, coupled with our constructive outlook and enhanced visibility for the remainder of the year, have enabled us to once again raise our full year 2026 Consolidated Adjusted EBITDA and Distributable Cash Flow guidance ranges.”
🔸 “The second quarter of 2026 marked another outstanding quarter for Cheniere, highlighted by the substantial completion of Midscale Train 6 at the CCL Stage 3 Project, and our further progress towards an FID of Phase 1 of the SPL Expansion Project.”
Chengdu’s subway stations just upgraded their free AC zones for the summer heat!
Now with dedicated seating, locals are using the space to study, take online classes, or just hang out with their kids. 🚇👏
Chen Luyu’s Movie Sofa stands amid wheat fields around the Song Mausoleums during the #DragonBoatFestival#, capturing the timeless romance of a thousand-year-old farming civilization. Stay tuned on June 18th, #2026AdventuresonDragonBoatFestival#
Chen Luyu (Chinese television host) x Contemplate the earth’s growth through the four seasons; witness the passage of time and the legacy of civilization. Stay tuned on June 18th, #2026AdventuresonDragonBoatFestival#
Chen Luyu (Chinese television host) x With a gentle gaze, behold a thousand years of splendor. Stay tuned on June 18th, #2026AdventuresonDragonBoatFestival#
Chen Bi, law professor at the Chinese University of Political Science, interviewed me for my new translations of Hannah Arendt’s The Human Condition and Life of the Mind.