• In the past few months, Goldman Sachs began covering Golar LNG Limited with a positive view, while Golar confirmed that all Conditions Precedent for its 20‑year MKII FLNG charter with Southern Energy in Argentina had been satisfied, securing a long-term commercial arrangement.
• These developments, occurring against the backdrop of Argentina’s recent election of Javier Milei, meaningfully reduce policy uncertainty around the project and sharpen focus on Golar’s exposure to LNG-linked commodity upside.
• We’ll now examine how the secured 20‑year MKII FLNG charter in Argentina may reshape Golar LNG’s existing investment narrative.

These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.

Golar LNG Investment Narrative Recap

To own Golar LNG, you need to believe in long duration LNG demand, the value of floating liquefaction, and the company’s ability to lock in attractive, commodity‑linked contracts. The secured 20‑year MKII FLNG charter in Argentina appears to support the near term growth catalyst of contracted cash flow visibility, while partially reducing political and counterparty risk concentration around this specific project.

The confirmation that all Conditions Precedent have been met for the 20‑year MKII FLNG charter with Southern Energy in Argentina is the announcement most directly tied to this news. It reinforces Golar’s existing catalyst around contracted EBITDA backlog and strengthens the case that future expansion projects may be underpinned by similar long term agreements, even as investors weigh the risks of sector overcapacity and capital intensive growth.

Yet investors should be aware that concentration in a few large, long term counterparties across politically complex regions means...

Golar LNG's narrative projects $434.8 million revenue and $205.2 million earnings by 2028.

Uncover how Golar LNG's forecasts yield a $51.10 fair value, a 29% upside to its current price.

Exploring Other Perspectives

Five Simply Wall St Community fair value estimates for Golar LNG span from US$3.72 to US$60.87, highlighting sharply different expectations. When you set these views against Golar’s reliance on a handful of long term FLNG counterparties, it underlines why exploring several alternative perspectives on contract and geopolitical risk can be so important.

Explore 5 other fair value estimates on Golar LNG - why the stock might be worth as much as 54% more than the current price!

Build Your Own Golar LNG Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Golar LNG research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Golar LNG research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Golar LNG's overall financial health at a glance.

Seeking Other Investments?

Every day counts. These free picks are already gaining attention. See them before the crowd does:

• Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.
• Uncover the next big thing with financially sound penny stocks that balance risk and reward.
• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.