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3 Energy Stocks to Watch Now as LNG Demand Surges

Authored by Chris Markoch. Article Posted: 4/10/2026.

The U.S. conflict with Iran hasn't only disrupted oil passing through the Strait of Hormuz; it has also put pressure on liquefied natural gas (LNG) supplies.

Despite a tenuous ceasefire agreement reached on April 7, the strategic waterway — responsible for about 20% of global oil supplies — also handles more than 80% of Asia's LNG and a meaningful portion of LNG destined for Europe.

However, Iran's retaliatory attacks on Qatar are a larger source of disruption to the global LNG market. Qatar exports roughly 10 billion cubic feet per day (Bcf/d) of LNG — about 20% of the world's supply.

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For investors, the takeaway is simple: global disruptions are boosting demand for U.S. LNG exports. Taiwan has already announced it will increase U.S. LNG imports starting in June, and more countries are likely to follow.

The United States plans to increase LNG export capacity between 2025 and 2030 to roughly 30 Bcf/d. That makes the current development noteworthy: there isn't much spare capacity at existing U.S. export facilities, which will push prices higher for current shipments, while many companies should see volume gains as new capacity comes online.

So, as crude prices fall, instead of abandoning energy stocks entirely, investors may consider shifting away from oil-focused names toward companies positioned to meet rising LNG demand.

The Largest Player Answers the Call

Cheniere Energy (NYSE: LNG) is an obvious beneficiary of higher LNG prices. The company is the largest exporter of LNG in the United States, and CEO Jack Fusco says the company is responding to increased demand from Asia.

There is limited ability to quickly increase export supply, but that scarcity makes current inventories more valuable. Investors will learn more when Cheniere reports earnings on April 30.

Investors should note the recent infrastructure disruption occurred after Cheniere's February earnings report, when some viewed the stock as priced for perfection after a multi-year run. The new market backdrop could change that outlook — the firm is likely to meet or exceed the strong revenue and earnings growth seen in the prior quarter.

That optimism is reflected in analyst activity. In the last 30 days several analysts have raised their price targets on LNG, many well above the consensus target of $291.88. Overall, the stock carries a Moderate Buy rating.

An LNG Growth Story With a Tailwind

If Cheniere is the established giant, Venture Global (NYSE: VG) is a company positioned to grow into this moment. Venture Global converts U.S.-produced natural gas into LNG for export — a model well-suited to the current crisis.

The company has potential expansion projects still pending, and the present market provides momentum as it seeks financing and finalizes sales agreements. That pipeline of future capacity is exactly what global buyers are seeking right now.

Venture Global has been moving quickly to lock in demand, announcing five-year LNG purchase agreements with Trafigura and Vitol that begin this year. That complements revenue of $4.5 billion last quarter, a nearly threefold year-over-year increase.

The combination of surging demand and an aggressive expansion pipeline makes Venture Global one of the more compelling growth opportunities in the sector. That growth potential may also help justify the company's leverage for investors with a longer time horizon.

Analysts are broadly bullish on VG stock, with a consensus price target of $15.70 — roughly a 10% upside. Since March nearly a dozen analysts have upgraded Venture Global or raised their targets, many well above the consensus.

Tapping Into LNG at the Source

The LNG export story doesn't end at Gulf Coast terminals. Before LNG can be chilled, loaded and shipped to energy-starved markets in Asia and Europe, the gas must be produced. That's where Range Resources (NYSE: RRC) fits into the thesis.

Range Resources is a natural gas producer operating in Pennsylvania's Marcellus Shale — the largest natural gas field in the U.S. The company reports roughly 30 years of undrilled inventory with a break-even price near $2.50 per million British thermal units (MMBtu). About 25% of its natural gas sales go to LNG export and premium Gulf of Mexico markets.

Direct exposure to LNG demand differentiates Range Resources from large integrated oil majors such as ExxonMobil (NYSE: XOM) or Chevron (NYSE: CVX). As LNG export volumes rise and prices remain elevated, demand for the upstream natural gas that feeds export terminals should increase — a dynamic that positions Range Resources to benefit in both the near and medium term.

RRC is up about 28% in the three months ending April 8 and is trading near its consensus price target of $43.06. Like other names on this list, analyst targets are rising. With projected earnings growth of more than 43% over the next 12 months, investors are buying into tangible growth rather than chasing momentum.