Cheniere: Previewing Q319 Earnings

Cheniere – Getting Ahead Of LNG/CQP Q319 Earnings…

Earlier this week we put our deep dive into Cheniere’s Q319 results (LNG/CQP), with a focus on
1) Narrow export arbs and the impact on CMI margins
2) A look at early peak season and floating storage/global inventories
3) Brookfield’s 25% investment in Cove Point and the valuation implications for CQP/Blackstone
4) Commercialization progress for Cheniere’s next growth phase: CC-3
5) Updated SOTP valuation for LNG – broken down by train, and SPA…

10 pages of pre-earnings LNG fun…

Email us at [email protected] if you’d like access!