Cheniere Report Record Earnings, Raises Outlook on Higher Asian LNG Demand

Houston based Cheniere Energy  reported better than expected first quarter earnings Thursday.$ LNG saw higher LNG demand From Asia and the natural gas company guding higher for global demand. 

Houston based Cheniere Energy  reported better than expected first quarter earnings Thursday.$ LNG saw higher LNG demand From Asia and the natural gas company guding higher for global demand.

Cheniere LNG

Earnings

Cheniere Energy Inc. (LNG) first-quarter net income was $357 million or on a per-share basis $1.50. Earnings, adjusted for non-recurring gains, were $1.18 per share beating Wall Street expectations of 62 cents per share. Revenue of $2.24 billion beat analysts who expected $1.52 billion. 

Cheniere Energy, Inc. NYSEAMERICAN: $LNG

Market Reaction – Pre-market 61.00 +2.02 (+3.42%)

Highlights

  • In February 2018 $LNG into two LNG Sale and Purchase Agreements (“SPAs”) with PetroChina International Company Limited, a subsidiary of China National Petroleum Corporation, for the sale of approximately 1.2 million tonnes per annum (“mtpa”) of LNG through 2043, with a portion of the supply beginning in 2018 and the balance beginning in 2023.
  • In January 2018 $LNG entered into a 15-year LNG SPA with Trafigura Pte Ltd for the sale of approximately 1 mtpa of LNG beginning in 2019.
  • LNG World Suppliers
  • As of April 30, approximately 90 cargoes have been produced, loaded, and exported from the SPL Project in 2018.
  • To date, approximately 350 cumulative LNG cargoes have been exported from the SPL Project, with deliveries to 26 countries and regions worldwide.
  • During the first quarter 2018, we delivered 30 cargoes totaling over two million tonnes of LNG exported from the SPL Project and sold by our integrated marketing function.
  • For the first quarter of 2018, we achieved Consolidated Adjusted EBITDA of over $900 million and Distributable Cash Flow of approximately $270 million.
  • In March 2018, the date of first commercial delivery (“DFCD”) was reached under the 20-year SPA with GAIL (India) Limited relating to Train 4 of the SPL Project.

Sabine Pass Destinations Q1 2018

Train 5 and 6 Update

Cheniere expect Sabine Pass Train 5 and Corpus Christi Train 1 to come online in the first quarter of 2019. Corpus Christi Train 2 will follow in the second half of 2019.

Cheniere said Train 6 of the Sabine Pass Liquefaction facility is currently being commercialized and all regulatory approvals are in place.

LNG Train Schedule

Source: Cheniere

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