Yahoo · Oct 10, 2026
Venture Global (VG) Could Be 21% Below Fair Value After New LNG Deal And Estimate Cut
New LNG contract and earnings revision put Venture Global in focus Venture Global (VG) has drawn fresh attention after a new long term LNG sales deal with ConocoPhillips, alongside an earnings estimate cut that reflects basis differential headwinds. The new Sales and Purchase Agreement commits ConocoPhillips to buy 1.0 million tonnes per annum of LNG from 2030 for 20 years. RBC Capital Markets has also reduced its Q3 adjusted EBITDA estimate while maintaining a positive view on the...

