Stabilis Solutions (NasdaqCM:SLNG) Q3 2025 Earnings Call November 06, 2025 09:00 AM ET Speaker2Now, at this time I would like to turn the conference over to Mr. Andy Puhala, Chief Financial Officer. Mr. Puhala, please go ahead, sir.Speaker0Good morning, and welcome to Stabilis Solutions' third quarter 2025 results conference call. I'm Andy Puhala, Senior Vice President and CFO of Stabilis, and joining me today is our Executive Chairman and Interim President and CEO, Casey Crenshaw. We issued a press release ...

Excelerate Energy (NYSE:EE) Q3 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker2Hello and welcome to the Excelerate Energy third quarter 2025 earnings conference call. My name is Alex, and I'll be coordinating today's call. If you'd like to ask a question at the end of the presentation, please press star followed by one on your telephone keypad. I'll now hand it over to Craig Hicks, Vice President of Investor Relations. Please go ahead.Speaker1Good morning, and thank you for joining Excelerate Energ ...

3Q 2025 Investor Presentation November 2025 Disclaimers Forward-Looking Statements ‐ Use of Non-GAAP Financial Measures Industry Information 2 Introduction Excelerate Energy Global Asset Footprint 4 Strong Operational and Financial Performance 5 • • • • • The LNG Wave: Why Regasification Infrastructure Matters 6 Iraq Integrated LNG Import Terminal: A Strategic Fit 7 7 • » − − » • • Jamaica LNG & Power Platform Update 8 Financial Overview Summary of 3Q 2025 Results | (USD in millions) | 3Q 2025 | 2Q 2025 | 3 ...

Golar LNG (NasdaqGS:GLNG) Q3 2025 Earnings Call November 05, 2025 08:00 AM ET Speaker3Welcome to the Golar LNG Limited third quarter 2025 results presentation. After the slide presentation by CEO Carl Fredrik Staubo and CFO Eduardo Maranhao, there will be a question and answer session. Information on how to ask a question will be provided then. At this time all participants are in a listen only mode. I will now pass you over to Carl Fredrik Staubo. Carl, please go ahead.Speaker0Thank you operator and good m ...

Cheniere Energy Partners (NYSE:CQP) Q3 2025 Earnings Call October 30, 2025 11:00 AM ET Company ParticipantsRandy Bathia - VP of Investor RelationsAnatol Feygin - EVP and CCOJack Fusco - President and CEOZach Davis - EVP and CFOConference Call ParticipantsTheresa Chen - Stock AnalystJohn Mackay - Stock AnalystSpiro Dounis - Midstream AnalystJeremy Tonet - AnalystManav Gupta - AnalystJean Ann Salisbury - Managing Director and Senior AnalystBrandon Bingham - Equity Research AnalystOperatorGood day and welcome ...

Cheniere Energy Partners (NYSE:CQP) Q3 2025 Earnings Call October 30, 2025 11:00 AM ET Company ParticipantsRandy Bathia - VP of Investor RelationsAnatol Feygin - EVP and CCOJack Fusco - President and CEOZach Davis - EVP and CFOConference Call ParticipantsTheresa Chen - Stock AnalystJohn Mackay - Stock AnalystSpiro Dounis - Midstream AnalystJeremy Tonet - AnalystManav Gupta - AnalystJean Ann Salisbury - Managing Director and Senior AnalystBrandon Bingham - Equity Research AnalystOperatorGood day and welcome ...

Cheniere Energy Partners (NYSE:CQP) Q3 2025 Earnings Call October 30, 2025 11:00 AM ET Speaker2Good day and welcome to the third quarter 2025 Cheniere Energy Partners earnings call and webcast. Today's conference is being recorded. At this time, I would like to turn the conference over to Randy Bhatia, Vice President of Investor Relations and Communications. Please go ahead.Speaker1Thank you. Operator, good morning everyone and welcome to Cheniere Energy Partners' third quarter 2025 earnings conference call ...

公司表现与前景 - 公司Cheniere Energy (LNG)已摆脱过往的偿付能力担忧 业绩持续走强 驱动因素包括利润率改善 产能提升以及全球液化天然气市场供应趋紧[1] - 公司股票表现极为出色[1] 投资策略与市场观点 - 投资策略侧重于寻找因市场对业务长期前景理解不足而导致的错位机会 旨在通过识别具有长期增长机会且存在进入壁垒的市场中的企业 来获取超额风险调整后回报[1] - 研究过程聚焦于公司和行业基本面 以发现独特见解 投资偏好高风险承受能力和长期投资期限 寻找深度低估的股票[1] - 市场观点认为 人口老龄化 低人口增长和生产力增长停滞将创造与过去不同的投资机会集 许多行业可能面临停滞或长期衰退 但竞争减少可能反直觉地改善企业表现[1] - 其他企业则可能面临成本上升和规模不经济 经济日益由轻资产企业主导 对基础设施投资的需求随时间推移而下降[1] - 大量资本追逐有限的投资机会 推高了资产价格 并随时间推移压缩风险溢价[1]

行业前景与监管动态 - 美国液化天然气行业在出口量即将激增之际将开始面临限制 [1]

项目合作与进展 - Delfin Midstream与三星重工签署授标意向书，指定三星重工为Delfin LNG项目首艘浮式液化天然气船的独家工程、采购、建设和安装承包商，并授予其在三星重工码头的独家建造权[1] - 双方已同意启动早期合作阶段、团队动员和项目风险降低工作，为后续执行做准备[2] - 合作已扩展至涵盖Delfin项目的第二和第三艘FLNG船，并计划就第三艘船探索战略商业和贸易机会，包括造船合作[3] 项目规划与影响 - 该项目为美国首个LNG出口深水港口设施，其棕地深水港口最多可容纳三艘FLNG船，年产能高达1320万吨LNG[5] - 此次公告为路易斯安那州海上项目在2025年11月做出最终投资决定铺平了道路[2] - 项目预计将长期促进经济发展并创造就业机会[5] 公司战略与业务 - Delfin Midstream是一家LNG出口基础设施开发商，采用具有成本效益的浮式LNG技术[4] - 公司首席执行官表示，商业和融资工作流程已接近完成，以实现FID，并强调该项目可促进韩国与美国在贸易、能源和造船领域的合作[4] - 公司此前已从西门子能源获得FLNG船燃气轮机的制造产能，并在债务和股权融资方面取得重大进展[2] - 今年3月，公司与SEFE Securing Energy for Europe签署了为期至少15年、年供应150万吨LNG的长期协议纲要[5]