Golar LNG (GLNG): FLNG Growth Opportunities- 1Q26
Updated equity research on Golar LNG after 1Q26 results, covering Argentina, FLNG growth opportunities, financing, valuation scenarios...
The Iran-Qatar shock has transformed the global LNG supply picture from structural oversupply to a multi-year structural deficit. Source: MORAM Capital.
LNG Industry: The Biggest Winners of the Iran War
MORAM Capital analyses the structural impact of the Iran-Qatar shock on global LNG markets: Venture Global, NextDecade and Golar LNG.
Golar LNG – A Key LNG Winner from the Iran-Hormuz Shock
Updated Golar LNG equity research on the Hormuz shock: detailed analysis of Gimi, Hilli and Mark II, FLNG growth pipeline, valuation, ...
Golar LNG – Analysis post Argentina deal
Golar LNG has just signed a deal to provide 5.95 MTPA liquefaction (via 2 FLNGs) in Argentina. A transformative agreement for the company
Golar LNG – FY24 Results
Golar LNG is an LNG infrastructure provider with long term contracts (and predictable cash flows) in Argentina, Cameroon, Mauritania...
Golar LNG – Updated Investment Thesis
Updated Investment thesis of Golar LNG including all the details about Argentina, Nigeria, Congo & updated valuation
Golar LNG 3Q24 Results
Golar LNG 3Q24 results analysis. Golar Hilli new contract, Golar Gimi starting in 2Q25, Mark II, Macaw Energies...
Golar LNG – Situation Update
Golar LNG is an LNG infrastructure provider focused on Floating LNG. These vessels are tied to long term contracts & cash flows visibility
Golar LNG – $GLNG Investment thesis
Investment thesis Golar LNG $GLNG is a LNG infrastructure business specialised in Floating Liquefaction Natural Gas. Golar Hilli and Golar Gimi are its units
Golar LNG 3Q23 results comments + model update
Comments on Golar 3Q23 earnings and we update the FLNG model with current prices of TTF and Brent + Gimi set up