3 LNG Stocks to Watch as Iran War Continues

Domestic liquefied natural gas producers could benefit from supply disruptions and European bans on Russian imports.

Apr. 3, 2026 at 3:10pm

Got story updates? Submit your updates here. ›

An extreme close-up of intricate LNG processing equipment, with a focus on the heavy, mechanical components that represent the backbone of the domestic natural gas industry.As global LNG supply faces disruption, domestic producers leverage their industrial infrastructure to capitalize on shifting energy markets.Houston Today

With the energy industry facing supply disruptions due to the ongoing Iran war, investors may find opportunities in the liquefied natural gas (LNG) market. Domestic LNG companies like Cheniere Energy, Venture Global, and Golar LNG could be well-positioned to capitalize on the diminished supply from the Middle East and the European Union's ban on Russian LNG imports.

Why it matters

The closure of the Strait of Hormuz has slowed exports from major LNG producers in Qatar and the UAE, representing about one-fifth of the global market. This supply shortage, combined with the EU's upcoming ban on Russian LNG imports, creates a potential opportunity for domestic U.S. LNG companies to expand their market share and drive growth.

The details

Cheniere Energy, the largest domestic LNG producer, has already seen its stock rise significantly over the past year and is poised for further gains. Venture Global, which converts U.S. LNG for export, is also expected to benefit from the shift in global supply. Golar LNG, which operates LNG carriers and infrastructure, anticipates a quadrupling of its adjusted EBITDA in the coming years due to strong long-term contracts and operational success.

  • The Iran war has been ongoing for the past month, disrupting global LNG exports.
  • The European Union's ban on Russian LNG imports is set to take effect later this month.

The players

Cheniere Energy

The largest domestic producer of LNG products, with primary operations in the U.S. Gulf Coast.

Venture Global

A domestic LNG firm that converts LNG produced in the United States for export to international markets.

Golar LNG

A company that operates LNG carriers, transport, and other infrastructure, making it a vital part of the overall LNG industry.

Got photos? Submit your photos here. ›

What’s next

Investors will be closely watching the performance of these LNG companies in the coming months as the Iran war and European sanctions continue to impact global energy markets.

The takeaway

The disruption in global LNG supply due to the Iran war and the EU's ban on Russian imports presents a potential opportunity for domestic U.S. LNG producers to expand their market share and drive growth, with Cheniere Energy, Venture Global, and Golar LNG emerging as companies to watch in this dynamic energy landscape.