文章核心观点 - 美国工业气体和清洁能源解决方案供应商Chart Industries公司的IPSMR®液化技术在墨西哥阿尔塔米拉的新福能源公司(NFE)首个海上快速液化天然气(FLNG)项目中实现了首次液化天然气生产,这是有史以来最快建成的大规模LNG项目 [1][2][3] - NFE的专有快速LNG设计将Chart公司的模块化液化技术与自升式钻井平台或类似的海上基础设施相结合,实现了比传统液化设施更快的部署进度 [2] - FLNG项目单线产能为140万吨/年,约70万亿英热单位,将在向NFE下游终端客户供应低成本、清洁LNG方面发挥关键作用 [2] 公司相关 - Chart Industries是一家全球领先的气体和液体分子处理过程技术和设备供应商,产品和解决方案广泛应用于液化天然气、氢能、生物气和二氧化碳捕集等领域 [5] - Chart公司在环境、社会和公司治理(ESG)方面做出了承诺,在全球拥有64个制造基地和50多个服务中心 [5] - Chart公司为NFE的海上LNG项目提供了关键设备,包括brazed铝制热交换器、冷却箱和空气冷却器等 [4] 行业相关 - NFE的FLNG项目代表了LNG行业发展的一个重要里程碑,确立了其作为全球LNG市场整合领导者的地位 [3] - Chart公司的模块化、适应性强、抗风险和具有成本效益的技术和产品将进一步支持LNG行业的发展 [4]

文章核心观点 - 上周UP世界LNG航运指数(UPI)下跌0.63%至165.53点,连续第二周下跌,主要受到节假日季交易量低和市场波动性增加的影响 [2] - 新福特能源(NFE)涨幅超过20%,为最大涨幅,受益于其FLNG Altamira LNG项目投产 [6] - Excelerate Energy(EE)上涨3.5%,形成看涨锤形态,显示抵御卖压能力 [7] 行业总结 - UPI和标普500指数均出现下跌,跌幅分别为0.63%和1.97% [3] - 涨幅前两名的NFE和EE表现较为强势,其他涨幅较小的公司则显示出一定的卖压 [7][8] - 亚洲公司再次成为主要跌幅来源,如韩国航运公司Korea Line Corporation下跌7.6% [8] - 日本三大航运公司"K"Line、商船三井、日本郵船也出现3%左右的下跌 [8] 公司动态 - NFE宣布其FLNG Altamira LNG项目在墨西哥投产,推动公司股价大涨 [6] - EE股价虽然只涨3.5%,但显示出较强的抵御卖压能力,技术面也呈现看涨信号 [7] - 其他涨幅较小的公司如Chevron、Flex LNG和Dynagas LNG Partners则显示出一定的卖压压力 [8]

文章核心观点 - Cheniere Energy和Whistler Pipeline共同开发的ADCC管道已经开始运营,该管道连接Whistler Pipeline的Agua Dulce Header和Cheniere的Corpus Christi LNG设施,用于运输液化天然气 [1][2][3] - ADCC管道是一条长40英里的州内管道,运输能力最高可达每天17亿立方英尺,未来还可进一步扩大到每天25亿立方英尺 [3] - ADCC管道将为来自Permian和Eagle Ford盆地以及墨西哥湾沿岸的天然气提供直接通道,有助于减少Permian盆地的天然气放散量,并促进美国液化天然气的出口 [4] - Cheniere的Corpus Christi液化设施包括三个生产线,每个生产线年产能约500万吨液化天然气,公司还决定启动Corpus Christi三期项目,将总产能提高到25 mtpa以上 [5][6] 公司相关 - Whistler Pipeline是一家合资企业,股权结构为WhiteWater 50.6%、MPLX 30.4%和Enbridge 19% [2] - Cheniere已经与中石化和泰国PTT签署了合同,分别约定年供应1.8 mtpa和1 mtpa的液化天然气,预计从2026年开始交付 [6] 行业相关 - ADCC管道的运营将增加Permian盆地的天然气需求,有助于减少该地区的天然气放散量,并促进美国液化天然气的出口 [4]

CALGARY, Alberta, July 17, 2024 (GLOBE NEWSWIRE) -- Condor Energies Inc. (“Condor” or the “Company”) (TSX:CDR), a Canadian based energy transition company focused on providing stable and sustainable energy transition solutions, is pleased to announce the signing of its first LNG Framework Agreement (“Agreement”) for the utilization of liquefied natural gas (“LNG”) to fuel Kazakhstan’s rail locomotives. The Agreement was also signed by Kazakhstan Temir Zholy National Company JSC (“KTZ”), the national railway ...

AUSTIN, Texas, July 9, 2024 /PRNewswire/ -- Pennybacker Capital Management, LLC (Pennybacker), a leading real assets investment manager, has entered into a definitive agreement to acquire a small-scale LNG business (Miami Facility) based in Miami, Florida, from New Fortress Energy Inc. (Nasdaq: NFE). Financial terms were not disclosed. The transaction is expected to close in the third quarter of 2024 subject to customary terms and conditions.The Miami-based business includes a small-scale liquefaction facil ...

JHVEPhoto Shares of the Baker Hughes Company (NASDAQ:BKR) have been a disappointing performer over the past year, trading essentially flat despite a buoyant equity market, given concerns about the longevity of the LNG cycle and subdued drilling environment. Since recommending shares as a “buy” in January, BKR has returned 15%, essentially in-line with the market’s 14% gain. With updated financials and political activity on LNG, now is a good time to determine if BKR can outperform the market or if inves ...

Golar LNG's 2nd Quarter 2024 results will be released before the NASDAQ opens on Thursday, August 15, 2024. In connection with this a webcast presentation will be held at 1:00 P.M (London Time) on Thursday August 15, 2024. The presentation will be available to download from the Investor Relations section at www.golarlng.com We recommend that participants join the conference call via the listen-only live webcast link provided. Sell-side analysts interested in raising a question during the Q&A session that wi ...

The global market for liquefied natural gas (“LNG”) is experiencing unprecedented growth. LNG, a critical component in the transition to cleaner energy, is seeing increased demand as countries strive for energy security and reduced carbon footprints. The United States has emerged as a major player in the LNG market, thanks to its abundant natural gas resources and advanced export infrastructure.However, recent developments have highlighted significant challenges that could impact the timing and cost-efficie ...

TORONTO, June 28, 2024 (GLOBE NEWSWIRE) -- Abaxx Technologies Inc. (CBOE:ABXX)(OTCQX:ABXXF) (“Abaxx” or the “Company”), a financial software and market infrastructure company, indirect majority shareholder of Abaxx Singapore Pte Ltd. (“Abaxx Singapore”), the owner of Abaxx Commodity Exchange and Clearinghouse (individually, “Abaxx Exchange” and “Abaxx Clearing”), and producer of the SmarterMarkets™ Podcast, today announced the launch of Abaxx Commodity Futures Exchange and Clearinghouse, with trading commen ...

ATHENS, June 27, 2024 (GLOBE NEWSWIRE) -- Dynagas LNG Partners LP (NYSE: “DLNG”) (the “Partnership”), an owner and operator of liquefied natural gas (“LNG”) carriers, today announced its results for the three months ended March 31, 2024. Quarter Highlights: Net Income and Earnings per common unit (basic and diluted) of $11.8 million and $0.23, respectively;Adjusted Net Income(1) of $12.4 million and Adjusted Earnings per common unit(1) (basic and diluted) of $0.25;Adjusted EBITDA(1)   $29.0 million;100% fl ...