Golar LNG

Golar LNG announced an order for a fourth floating LNG unit (Mark II) to be delivered by 2029, lifting its controlled liquefaction capacity by about 41% to more than 12 million tonnes. Management says a charter on Esperanza-like terms could raise annual earnings capacity ~50% and push run-rate EBITDA above $1.2bn by 2030, supported by a $17bn backlog and tight shipyard availability. Risks include roughly $2.45bn CapEx for the new unit with no charter yet, ongoing equity funding and refinancing needs for Esperanza, and commodity-price sensitivity that could materially reduce EBITDA if prices fall. » Altro su finance.yahoo.com

Golar signed a firm order for a fourth Mark II FLNG at CIMC Raffles, delivering by 2029 and raising its controlled liquefaction capacity from 8.6 to over 12 million tonnes per annum. The company retains an option for an additional Mark II and an LOI with Seatrium for further units, positioning a pathway to expand the fleet while keeping only one open vessel at a time. Golar reports a $17 billion EBITDA backlog (pre-commodity upside), Q2 EBITDA growth and $1.5 billion available liquidity including a $600 million RCF, with the fourth unit CapEx budgeted at ~$2.45 billion. Management expects potential to increase contracted annual EBITDA to >$1.2 billion by 2030 before commodity upside and highlights significant upside from commodity-linked fees tied to LNG prices. » Altro su finance.yahoo.com

Golar LNG reported Q2 2026 revenue of $130.48 million (just below guidance), sequential EBITDA up about 20% to $127 million, and net income of $156 million. Management ordered a fourth Mark‑II FLNG with delivery by 2029, which could raise fleet capacity to up to 12.1 million tonnes per year. The company ended the quarter with roughly $900 million in cash and about $1.5 billion of available liquidity; the stock rose notably in pre‑market trading. Golar expects an annualized EBITDA of around $800 million by 2028 and sees potential for significantly higher earnings with further commercialization, but faces risks from high capital costs, leverage and completion risks. » Altro su de.investing.com