NextDecade Sees Implied LNG Margins Averaging Above $6 per MMBtu, Topping Base-Case Guidance
Bitget2026/10/29 12:02- NextDecade projects volume-weighted average implied margins on uncontracted volumes above $6 per MMBtu, exceeding base-case guidance by more than $1 per MMBtu.
- The outlook spans Train 1 startup through first commercial delivery under Train 5 long-term SPAs.
- Estimates reflect current forward LNG and U.S. natural gas prices, incorporating approximately 175 TBtu sold in first-quarter 2026.
- First LNG production from Train 1 is expected in the second quarter of 2027.
- Substantial completion is forecast for the third quarter, one quarter ahead of Bechtel’s guaranteed contractual schedule.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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