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Venture Global Trims FY25 EBITDA Guidance Over LNG Price Fluctuations
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Key Takeaways
VG lowered FY25 adjusted EBITDA guidance to $6.18-$6.24 billion from its prior $6.35-$6.50 billion range.
VG exported 128 LNG cargos in Q4 2025, with 478.3 TBtu sold at a $5.15 per MMBtu weighted average fee.
VG cited LNG price volatility and vessel constraints, though market conditions recovered in early 2026.
Venture Global Inc. (VG - Free Report) , a U.S.-based liquefied natural gas (LNG) company, has provided an update about its full-year operational and financial results in a recent 8-K filing. The company has trimmed its consolidated adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) guidance from the previously announced $6.35-$6.50 billion to $6.18-$6.24 billion.
In the fourth quarter of 2025, Venture Global exported a total of 128 cargoes from its LNG plants and recorded LNG sales of 478.3 trillion British thermal units (TBtu). The weighted average fixed liquefaction fee associated with the LNG sales was $5.15 per million British thermal units (MMBtu). VG has also mentioned that 38 cargoes were exported from its Calcasieu Pass facility, while 90 cargoes were shipped from the Plaquemines LNG facility.
VG mentioned that Henry Hub spot prices and international LNG price fluctuations affected the volumes and pricing of LNG cargos in the quarter. Furthermore, the company faced tight shipping conditions due to constraints in vessel availability in the Atlantic Basin, which affected its shipping schedules. Although the company highlighted that the impact of tight shipping conditions was partially offset by using owned and chartered vessels from its fleet, these factors are anticipated to have impacted its financial results in the fourth quarter.
The LNG company has stated that the forward pricing scenario related to these factors, including LNG pricing and the shipping conditions, recovered in February and March from year-end 2025 levels. This implies that the early 2026 market environment appears supportive of VG’s business, with the potential for higher realized margins. Venture Global shares have gained 7.3% since the announcement on Jan. 12, 2026.
Subsea7 helps build underwater oil and gas fields. It is a leading player in the global offshore energy industry, providing engineering, construction and related services at offshore oil and gas fields. The long-term outlook for energy demand remains positive, and Subsea7’s focus on cost-efficient deepwater projects strengthens the position of its subsea business.
Oceaneering International delivers integrated technology solutions across all stages of the offshore oilfield lifecycle. The company is a leading provider of offshore equipment and technology solutions to the energy industry. OII’s proven ability to deliver innovative, integrated solutions supports ongoing client retention and new business opportunities, ensuring steady revenue growth.
FuelCell Energy is a clean energy company offering low-carbon energy solutions. It produces power using flexible fuel sources such as biogas, natural gas and hydrogen. The company designs fuel cells that generate electricity through an electrochemical process that combines fuel with air, reducing carbon emissions and minimizing the environmental impact of power generation. As such, FCEL is anticipated to play a crucial role in the energy transition by enabling industries and communities to shift from traditional fossil fuels to low-carbon alternatives.
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Venture Global Trims FY25 EBITDA Guidance Over LNG Price Fluctuations
Key Takeaways
Venture Global Inc. (VG - Free Report) , a U.S.-based liquefied natural gas (LNG) company, has provided an update about its full-year operational and financial results in a recent 8-K filing. The company has trimmed its consolidated adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) guidance from the previously announced $6.35-$6.50 billion to $6.18-$6.24 billion.
In the fourth quarter of 2025, Venture Global exported a total of 128 cargoes from its LNG plants and recorded LNG sales of 478.3 trillion British thermal units (TBtu). The weighted average fixed liquefaction fee associated with the LNG sales was $5.15 per million British thermal units (MMBtu). VG has also mentioned that 38 cargoes were exported from its Calcasieu Pass facility, while 90 cargoes were shipped from the Plaquemines LNG facility.
VG mentioned that Henry Hub spot prices and international LNG price fluctuations affected the volumes and pricing of LNG cargos in the quarter. Furthermore, the company faced tight shipping conditions due to constraints in vessel availability in the Atlantic Basin, which affected its shipping schedules. Although the company highlighted that the impact of tight shipping conditions was partially offset by using owned and chartered vessels from its fleet, these factors are anticipated to have impacted its financial results in the fourth quarter.
The LNG company has stated that the forward pricing scenario related to these factors, including LNG pricing and the shipping conditions, recovered in February and March from year-end 2025 levels. This implies that the early 2026 market environment appears supportive of VG’s business, with the potential for higher realized margins. Venture Global shares have gained 7.3% since the announcement on Jan. 12, 2026.
VG’s Zacks Rank and Key Picks
VG currently has a Zacks Rank #4 (Sell).
Some top-ranked stocks from the energy sector are Subsea7 S.A. (SUBCY - Free Report) , Oceaneering International (OII - Free Report) and FuelCell Energy (FCEL - Free Report) . While Subsea7 and Oceaneering currently sport a Zacks Rank #1 (Strong Buy) each, FuelCell carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Subsea7 helps build underwater oil and gas fields. It is a leading player in the global offshore energy industry, providing engineering, construction and related services at offshore oil and gas fields. The long-term outlook for energy demand remains positive, and Subsea7’s focus on cost-efficient deepwater projects strengthens the position of its subsea business.
Oceaneering International delivers integrated technology solutions across all stages of the offshore oilfield lifecycle. The company is a leading provider of offshore equipment and technology solutions to the energy industry. OII’s proven ability to deliver innovative, integrated solutions supports ongoing client retention and new business opportunities, ensuring steady revenue growth.
FuelCell Energy is a clean energy company offering low-carbon energy solutions. It produces power using flexible fuel sources such as biogas, natural gas and hydrogen. The company designs fuel cells that generate electricity through an electrochemical process that combines fuel with air, reducing carbon emissions and minimizing the environmental impact of power generation. As such, FCEL is anticipated to play a crucial role in the energy transition by enabling industries and communities to shift from traditional fossil fuels to low-carbon alternatives.