LNG (US)

Correcting this morning’s note to highlight the guidance raise of $650mm at midpoint Positive. LNG reported Q2’26 Adj. EBITDA of $1,804MM, above TPHe ($1,794MM) and Street ($1,718MM) estimates. Total revenues came in at $5,732MM, compared…

Positive: BKV, CNQ, COP, EE, GPRE, HP, KEY CN, KNTK, LNG, OXY, PR, RIG, SEI, SOBO, TRGP, WES Neutral: APA, CHRD, MGY, MTDR, SM, TPL Negative: