- Cheniere Energy is one of the few energy companies focusing specifically on the growing demand for liquefied natural gas.
- The demand for liquefied natural gas is growing despite the pandemic.
- The market is not oversupplied, despite what some commentators say.
- Cheniere has an extremely high debt load and this is a very real risk given the volatility of the energy industry.
- The company is finally beginning to generate positive free cash flow and management wants to use this to pay down debt but there are execution risks here.
For further details see:
Cheniere Energy: Market Is Strong, But Debt A Very Real Risk