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Venture Global upgraded to Buy as Qatar LNG outage tightens supply, boosting potential profits.

Analyst Insights
06 May 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Venture Global (VG) was upgraded to a Buy rating with a $19 price target due to a supply tightening caused by a Qatar LNG outage. The company could sell its uncontracted LNG volumes at higher spot prices around $15 per BTU, potentially increasing EBITDA to $9 billion in 2026 and $14 billion in 2027. Higher LNG prices might allow VG to avoid dilutive capital raises, enabling faster debt reduction and possible dividends beyond preferred shares. Risks include demand shifts, operational issues, and delays in capacity expansion.

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