Major US LNG Exporters 3Q25 Earnings - Summaries
Nov-18 16:48By: Zach Simon
Energy Data
See Summaries here: MNI_Major US LNG Exporters Q3 Guidance.pdf
This quarter saw the three major US LNG exporters delivering roughly 309 cargoes with steady growth in the global LNG market.
- Cheniere maintained steady output across Sabine Pass and Corpus Christi while advancing CCL Stage 3 and preparing for future expansions.
- Venture Global posted the fastest growth, exporting a record 100 cargoes and driving most of the new global LNG capacity added this year, while progressing Plaquemines and CP2 despite ongoing arbitration disputes.
- Sempra focused less on current exports in its earnings call and more on construction progress at Port Arthur Phases 1 and 2 and ECA LNG, reflecting its broader strategic pivot toward utility investments after selling 45% of its LNG arm to KKR.
