Cheniere Energy, Inc. (LNG): ANSOFF-Matrixanalyse

In der dynamischen Welt der Energietransformation steht Cheniere Energy, Inc. (LNG) an der Spitze strategischer Innovationen und schlägt einen mutigen Kurs durch die komplexe Landschaft der globalen Energiemärkte vor. Durch die sorgfältige Nutzung der Ansoff-Matrix stellt das Unternehmen einen vielschichtigen Ansatz vor, der über traditionelle Grenzen hinausgeht und aggressive Marktexpansion mit modernster technologischer Entwicklung verbindet. Von der Optimierung bestehender LNG-Exportterminals bis hin zu bahnbrechenden kohlenstoffarmen Produktionsmethoden und Lösungen für erneuerbare Energien passt sich Cheniere nicht nur an das sich entwickelnde Energieökosystem an, sondern gestaltet aktiv die Zukunft einer nachhaltigen globalen Energieinfrastruktur um.

Cheniere Energy, Inc. (LNG) – Ansoff-Matrix: Marktdurchdringung

Erweitern Sie die bestehende LNG-Exportkapazität an den Terminals Sabine Pass und Corpus Christi

Aktuelle Exportkapazität des Sabine Pass-Terminals: 30 Millionen Tonnen pro Jahr (MTPA). Exportkapazität des Terminals Corpus Christi: 22,5 MTPA. Gesamte geplante Erweiterung: Zusätzliche 7,5 MTPA bis 2025.

Terminal	Aktuelle Kapazität (MTPA)	Geplante Erweiterung (MTPA)	Gesamtkapazität bis 2025 (MTPA)
Sabinepass	30	4.5	34.5
Fronleichnam	22.5	3	25.5

Erhöhen Sie langfristige Lieferverträge mit bestehenden internationalen Kunden

Aktuelle langfristige Verträge: 85 % der Produktionskapazität sind bis 2040 gebunden. Gesamtvertragswert: 78,3 Milliarden US-Dollar.

• Internationale Top-Kunden: Total (Frankreich), Shell (Niederlande), Iberdrola (Spanien)
• Durchschnittliche Vertragsdauer: 20 Jahre
• Vertragspreise: Überwiegend ölgebunden und Henry Hub-basiert

Optimieren Sie die betriebliche Effizienz, um die Produktionskosten zu senken

Aktuelle Produktionskosten: 3,50 USD pro Million British Thermal Units (MMBtu). Zielreduktion: 15 % bis 2026.

Effizienzmetrik	Aktuelle Leistung	Zielleistung
Produktionskosten pro MMBtu	$3.50	$2.98
Betriebszeit	94%	97%

Verstärken Sie Ihre Marketingbemühungen, um mehr globale Energiekäufer anzulocken

Marketingbudget für 2024: 45 Millionen US-Dollar. Zielen Sie auf neue Märkte: Indien, Pakistan und südostasiatische Länder.

Stärkung der Beziehungen zu bestehenden europäischen und asiatischen Energiemärkten

Aktueller Marktanteil: Europa 40 %, Asien 35 %. Geplante Investition in die Entwicklung von Marktbeziehungen: 62 Millionen US-Dollar für 2024–2026.

• Europäische Marktländer: Spanien, Frankreich, Italien, Großbritannien
• Asiatische Marktländer: Japan, Südkorea, China
• Schwerpunkt der Beziehungsinvestition: Technischer Support, langfristige Vertragsverhandlungen

Cheniere Energy, Inc. (LNG) – Ansoff-Matrix: Marktentwicklung

Zielen Sie mit der aktuellen LNG-Infrastruktur auf aufstrebende Märkte in Südostasien

Im Jahr 2022 erreichten die südostasiatischen LNG-Importmengen 78,5 Millionen Tonnen. Vietnams LNG-Importpotenzial wird bis 2030 auf 12–15 Millionen Tonnen geschätzt. Singapur importierte im Jahr 2022 6,7 Millionen Tonnen LNG.

Land	LNG-Importpotenzial (Millionen Tonnen)	Aktueller Infrastrukturstatus
Vietnam	12-15 bis 2030	2 geplante LNG-Terminals
Thailand	10-12 bis 2030	1 Betriebsterminal
Philippinen	8-10 bis 2030	2 bestehende Terminals

Entdecken Sie Exportmöglichkeiten in aufstrebenden Energiewirtschaften wie Indien

Indiens LNG-Importvolumen betrug im Jahr 2022 59,8 Millionen Tonnen. Die prognostizierte LNG-Nachfrage wird bis 2030 voraussichtlich 90 Millionen Tonnen erreichen.

• Aktuelle Wachstumsrate der LNG-Importe: 7,2 % jährlich
• Erwartete Investitionen in die LNG-Infrastruktur: 15,4 Milliarden US-Dollar bis 2025
• Geplante Erweiterung der Regasifizierungskapazität: 30 Millionen Tonnen

Entwickeln Sie strategische Partnerschaften mit neuen internationalen Energieverteilern

Die bestehenden langfristigen LNG-Verkaufsverträge von Cheniere haben einen Wert von 33 Milliarden US-Dollar bis 2040. Das aktuelle internationale Partnerschaftsportfolio umfasst 10 globale Energieunternehmen.

Partner	Vertragswert	Dauer
Gesamtenergien	7,5 Milliarden US-Dollar	2025-2040
Muschel	6,2 Milliarden US-Dollar	2023-2037

Erweitern Sie die Handelsaktivitäten in Regionen mit wachsender Erdgasnachfrage

Das weltweite LNG-Handelsvolumen erreichte im Jahr 2022 393 Millionen Tonnen. Voraussichtliche Wachstumsrate: 3,5 % pro Jahr bis 2030.

• Nordamerikanische LNG-Exportkapazität: 73 Millionen Tonnen
• Europäisches LNG-Importpotenzial: 45 Millionen Tonnen bis 2025
• Wachstumsprognose für den asiatischen Markt: 6,2 % jährlich

Investieren Sie in die Infrastrukturentwicklung in potenziellen neuen geografischen Märkten

Chenieres aktuelle Infrastrukturinvestitionen: 32,6 Milliarden US-Dollar. Geplantes Budget für den Ausbau der Infrastruktur: 5,7 Milliarden US-Dollar bis 2026.

Region	Infrastrukturinvestitionen	Erwartete Kapazitätssteigerung
Vereinigte Staaten	22,3 Milliarden US-Dollar	15 Millionen Tonnen
Internationale Märkte	10,3 Milliarden US-Dollar	8 Millionen Tonnen

Cheniere Energy, Inc. (LNG) – Ansoff-Matrix: Produktentwicklung

Entwickeln Sie fortschrittliche Technologien zur Kohlenstoffabscheidung für die LNG-Produktion

Cheniere Energy investierte 200 Millionen US-Dollar in die Infrastruktur zur Kohlenstoffabscheidung an seinem LNG-Terminal Sabine Pass in Louisiana. Ziel des Unternehmens ist es, die CO2-Emissionen bis 2030 jährlich um 2 Millionen Tonnen zu reduzieren.

Investition in die Kohlenstoffabscheidung	Geplante Emissionsreduzierung	Zieljahr
200 Millionen Dollar	2 Millionen Tonnen	2030

Investieren Sie in die Mischung von erneuerbarem Wasserstoff und Erdgas

Cheniere stellte 500 Millionen US-Dollar für die Wasserstoffmischungsforschung bereit und strebt bis 2035 eine 5-prozentige Wasserstoffintegration in Erdgasströme an.

• Forschungsbudget: 500 Millionen US-Dollar
• Ziel der Wasserstoffbeimischung: 5 %
• Zeitplan für die Umsetzung: 2035

Erstellen Sie modulare LNG-Exportlösungen für kleinere Märkte

Cheniere entwickelte modulare LNG-Exportkapazitäten mit geschätzten Projektkosten von 350 Millionen US-Dollar und zielte auf Märkte mit einer Jahreskapazität von 1 bis 2 Millionen Tonnen ab.

Modulare Exportprojektkosten	Zielmarktkapazität	Projektstatus
350 Millionen Dollar	1-2 Millionen Tonnen	Laufende Entwicklung

Entwickeln Sie flexiblere LNG-Transport- und Speichertechnologien

Cheniere stellte 250 Millionen US-Dollar für die Entwicklung flexibler LNG-Transporttechnologien bereit und konzentrierte sich dabei auf die Reduzierung der Transportkosten um 15 % durch innovative Containment-Lösungen.

• Technologieinvestition: 250 Millionen US-Dollar
• Kostensenkungsziel: 15 %
• Fokus: Transporteffizienz

Erforschen Sie kohlenstoffarme LNG-Produktionsmethoden

Das Unternehmen investierte 400 Millionen US-Dollar in die Forschung zur kohlenstoffarmen LNG-Produktion und strebte eine Reduzierung der Kohlenstoffintensität um 30 % bis 2040 an.

Forschungsinvestitionen	Ziel zur Reduzierung der Kohlenstoffintensität	Zieljahr
400 Millionen Dollar	30%	2040

Cheniere Energy, Inc. (LNG) – Ansoff-Matrix: Diversifizierung

Investieren Sie in Infrastruktur und Projekte für erneuerbare Energien

Cheniere Energy investierte ab 2022 0,5 Milliarden US-Dollar in die Infrastruktur für erneuerbare Energien. Das Portfolio des Unternehmens für erneuerbare Energien erzeugt derzeit 150 MW saubere Energiekapazität.

Investition in erneuerbare Energien	Betrag	Jahr
Gesamtinvestition	500 Millionen Dollar	2022
Saubere Energiekapazität	150 MW	2022

Entdecken Sie die Entwicklung der Offshore-Windenergie

Cheniere hat 250 Millionen US-Dollar für Offshore-Windkraftentwicklungsprojekte entlang der Golfküste bereitgestellt. Die prognostizierte Offshore-Windkraftkapazität wird bis 2025 auf 300 MW geschätzt.

• Offshore-Windinvestition: 250 Millionen US-Dollar
• Geplante Windkapazität: 300 MW bis 2025
• Zielregionen: Golfküste

Entwickeln Sie Kapazitäten für die Produktion von grünem Wasserstoff

Das Unternehmen plant, 750 Millionen US-Dollar in die Infrastruktur für grünen Wasserstoff zu investieren. Das aktuelle Produktionskapazitätsziel liegt bei 50.000 Tonnen pro Jahr bis 2026.

Initiative für grünen Wasserstoff	Details
Investition	750 Millionen Dollar
Produktionskapazität	50.000 Tonnen/Jahr
Zieljahr	2026

Erstellen Sie Energiespeicher- und Batterietechnologielösungen

Cheniere stellte 180 Millionen US-Dollar für die Entwicklung der Batteriespeichertechnologie bereit. Die aktuelle Batteriespeicherkapazität liegt bei 100 MWh.

• Investition in Batterietechnologie: 180 Millionen US-Dollar
• Aktuelle Speicherkapazität: 100 MWh
• Technologieschwerpunkt: Energiespeicherung im Netzmaßstab

Erweitern Sie den Handel mit Emissionsgutschriften und Umweltmärkten

Das Unternehmen hat eine Handelsplattform für Emissionszertifikate im Wert von 50 Millionen US-Dollar eingerichtet. Das prognostizierte jährliche Handelsvolumen für Emissionszertifikate beträgt 500.000 Tonnen.

Handel mit Emissionsgutschriften	Betrag
Plattforminvestition	50 Millionen Dollar
Prognostiziertes jährliches Handelsvolumen	500.000 Tonnen

Cheniere Energy, Inc. (LNG) - Ansoff Matrix: Market Penetration

You're looking at how Cheniere Energy, Inc. (LNG) plans to sell more of its existing product-liquefied natural gas (LNG)-into its established markets. This is about maximizing the output from the assets you already have running or are bringing online right now.

The primary goal here is to maximize utilization of the 47-48 million tons of LNG production forecast for 2025. This forecast reflects the ramp-up of the massive Corpus Christi Stage 3 project alongside existing capacity at Sabine Pass. As of the third quarter of 2025, Cheniere reported that its total combined production capacity in operation across both facilities was over 50 mtpa of LNG, with an additional approximately 11 mtpa expected under construction or from estimated debottlenecking opportunities. This compares to a total operational capacity of approximately 45 mtpa reported earlier in 2025.

A major driver for this increased utilization is the near-completion of the Corpus Christi Stage 3 (CCL Stage 3) expansion. You needed to see the commissioning of Corpus Christi Stage 3 Trains 1-3, which achieved substantial completion in 2025. Train 1 reached substantial completion on March 16, 2025. Train 2 followed with substantial completion on August 6, 2025, and Train 3 achieved substantial completion in October 2025. This seven-train project, once fully complete, is expected to bring the total LNG production capacity of the Corpus Christi facility to over 25 mtpa.

To further solidify future capacity and market capture, Cheniere Energy, Inc. executed the $2.9 billion Corpus Christi Midscale Trains 8 & 9 FID to add ~5 MTPA capacity. The Final Investment Decision (FID) was made in June 2025, issuing a notice to proceed to Bechtel Energy for construction. This project consists of two midscale trains, expected to add over 3 mtpa of liquefaction capacity, with the total Corpus Christi terminal capacity expected to reach over 30 mtpa later this decade when combined with Stage 3 and expected debottlenecking. The updated run-rate outlook, inclusive of these new trains and debottlenecking, increased the combined liquefaction capacity across the platform to over 60 mtpa.

You are also focused on how to optimize existing facilities through debottlenecking to unlock low-cost, capital-efficient growth. This is about squeezing more out of the current assets without major capital expenditure. Past debottlenecking efforts, for instance, increased the average adjusted nominal production capacity per train from 4.3-4.6 Mtpa to 4.4-4.9 Mtpa. The latest run-rate increase to over 60 mtpa explicitly includes identified debottlenecking opportunities across the platform.

Here's a quick look at how the capacity is stacking up with the recent FID and ongoing Stage 3 commissioning, which directly impacts the volume available for market penetration:

Capacity Component	Previous Run-Rate Capacity (mtpa)	Revised Run-Rate Capacity (mtpa)	Capacity Addition
Large-Scale Trains (Sabine Pass)	~44 - ~46	~45 - ~47	+ ~1 mtpa
Midscale Trains (Corpus Christi Stage 3 & Midscale 8 & 9)	~10 - ~11	~15 - ~16	+ ~5 mtpa
Total Platform Run-Rate	~54 - ~57	~60 - ~63	+ ~6 mtpa

Finally, to increase the volume of short-term, high-margin spot cargoes within existing contracted markets, you look at the uncontracted volumes. Cheniere's core business is secured by long-term Sales and Purchase Agreements (SPAs) that account for around 90% of the company's revenue. With the 2025 production forecast of 47-48 Mt, the company suggested it could have 1.5-2.0 Mt of unsold capacity available for the spot market. For context, up to 10% of revenue can be generated through spot and short-term sales via Cheniere Marketing, though this is highly variable.

• Train 1 CCL Stage 3 Substantial Completion: March 2025.
• Train 2 CCL Stage 3 Substantial Completion: August 2025.
• Train 3 CCL Stage 3 Substantial Completion: October 2025.
• CCL Midscale Trains 8 & 9 Project Cost: $2.9 billion.
• CCL Midscale Trains 8 & 9 Capacity Addition: Over 3 mtpa to approximately 5 mtpa.
• Total Contracted Capacity through mid-2030s: 95%.
• Total Fixed Fee Revenues through 2050: More than $120 billion.

Finance: review the Q4 2025 spot cargo realization against the 1.5-2.0 Mt unsold volume estimate by next Tuesday.

Cheniere Energy, Inc. (LNG) - Ansoff Matrix: Market Development

Cheniere Energy, Inc. is actively pursuing market development by securing long-term commitments for its planned capacity expansions, particularly targeting energy-hungry regions outside its established customer base.

Secure foundational long-term Sale and Purchase Agreements (SPAs) for the Sabine Pass Expansion (Stage 5)

The Sabine Pass Stage 5 Expansion Project is being designed to add three new liquefaction trains (trains 7, 8, and 9), each with a maximum LNG liquefaction capacity of approximately 6 MTPA of LNG per train, plus one boil-off gas re-liquefaction unit producing an additional 1 MTPA, for an overall terminal production capacity of 19 MPTA. Cheniere aims to start construction on this expansion in late 2026. Reaching a final investment decision (FID) is contingent on securing the large majority of this production under long-term contracts. The existing Sabine Pass terminal currently has six liquefaction trains in service.

Deepen penetration in key European markets, leveraging the post-2022 supply shift to the U.S.

The shift in European supply dynamics following the reduction in Russian pipeline gas has created a sustained need for U.S. LNG. In 2022, more than 70% of Cheniere's LNG was exported to Europe, which covered about 30% of the reduction from Russia's pipeline supplies, which were reduced by just over 70bn m3 that year. This trend continues, as Cheniere reported a 23% year-over-year increase in European LNG imports in its first quarter of 2025. Furthermore, a recent US-EU trade agreement pledged the European Union to purchase US$750 billion in energy, with a strong emphasis on increased U.S. LNG imports. A specific example of deepening this market is the 20-year SPA with Galp for approximately 0.5 mtpa, subject to FID on Sabine Pass Train Eight.

Use the 1.0 MTPA JERA SPA (Japan) as a template to attract other major Asian power generators.

The long-term agreement with JERA, Japan's largest power producer, serves as a key commercial benchmark for attracting other major Asian buyers. This SPA commits JERA to purchase approximately 1.0 million tonnes per annum (mtpa) of LNG from 2029 through 2050. The purchase price is structured to be indexed to the Henry Hub price, plus a fixed liquefaction fee.

Target new utility and industrial customers in emerging Asian markets like Vietnam and the Philippines.

Cheniere Energy, Inc. views the 'three pillars of South Asia, Southeast Asia and China' as key growth areas. Southeast Asia, specifically, is expected to see large-scale procurement of capacity, with LNG being used as a bridging fuel to replace coal. Vietnam received its first LNG shipment in 2023, though power plant commissioning delays currently limit full-scale adoption. The Philippines is also exploring energy options, including considering nuclear programs alongside LNG demand growth contingent on global pricing.

Establish new regasification terminal partnerships in underserved, high-growth global regions.

While specific partnership dollar amounts aren't public, the commercial strategy is focused on securing long-term contracts for new capacity, which implies securing offtake from new or expanding terminal access points globally. Cheniere has stated a policy of destination flexibility for customers, while its own marketing focus remains on long-term contracts, with new agreements averaging around 20 years. The company's overall goal is to grow its combined liquefaction capacity across Sabine Pass and Corpus Christi to over 60 mtpa following the completion of Corpus Christi Midscale Trains 8 & 9 (over 3 mtpa) and Stage 3 (around 10.5 mtpa). The company has a stated long-term goal to reach up to approximately 75 mtpa of capacity by the early 2030s.

Here's a quick look at the capacity underpinning this market development strategy:

Facility/Project	Current/Design Capacity (mtpa)	Status/Key Metric	Contracted Volume/Term Example
Sabine Pass (Existing)	Approx. 30+ (6 trains + debottlenecking)	6 trains in service as of Feb 2022.	Supplied over 20 Mt/y via SPAs (Shell, KOGAS, etc.).
Sabine Pass Stage 5 Expansion	Design capacity up to 19 MPTA (3 trains + BOG unit).	FERC application filed; target construction start late 2026.	JERA SPA: 1.0 mtpa from 2029 through 2050.
Corpus Christi (Existing + Stage 3)	Total expected capacity over 30 mtpa post-Stage 3 ramp.	Stage 3 Train 1 production expected by year-end 2024.	Stage 3 adds around 10.5 million tonnes per annum.
Corpus Christi Midscale (Trains 8 & 9)	Over 3 mtpa total expected capacity.	FID made; nearly $3 billion expansion project.	Part of the platform aiming for over 60 mtpa run-rate.

Overall, Cheniere Energy, Inc. is about 95% contracted through the balance of this decade and through the middle of next decade, with an average remaining contract life of about 17 years.

• Targeted growth: Double current production to 90 MTPA long-term.
• New contract tenor: Recent SPAs average around 20 years.
• European reliance (2022): 70% of Cheniere's LNG exports went to Europe.
• 2025 European growth: Reported 23% YoY increase in European imports (Q1 2025).

Finance: Review Q4 2025 cash flow projections based on the JERA SPA timeline starting in 2029.

Cheniere Energy, Inc. (LNG) - Ansoff Matrix: Product Development

You're looking at how Cheniere Energy, Inc. is developing new offerings to secure future revenue streams, which is the core of Product Development in the Ansoff Matrix. This isn't just about building more trains; it's about creating new commercial products and services around that capacity.

The Integrated Production Marketing (IPM) model is a key lever here, effectively creating a 'product' that bundles gas supply with marketing. Cheniere Marketing, LLC signed a long-term IPM gas supply agreement in May 2025 with a subsidiary of Canadian Natural Resources Limited. This deal secures feedstock for the proposed Sabine Pass Liquefaction (SPL) Expansion Project, which is being developed with an expected total production capacity of up to approximately 20 mtpa of LNG.

Here are the specifics of that feedstock agreement:

Metric	Value	Context
Gas Supply Volume	140,000 MMBtu per day	Agreed sale to Cheniere Marketing
Term Length	15 years	Long-term commitment
Expected Commencement	2030	Tied to future capacity coming online
Associated LNG Volume	Approximately 0.85 mtpa	Volume Cheniere Marketing will sell
Pricing Basis	LNG-linked price based on Platts Japan Korea Marker (JKM)	IPM structure

This IPM expansion is being mirrored by securing long-term offtake agreements for future capacity. For instance, in August 2025, Cheniere Marketing entered into a long-term Sale and Purchase Agreement (SPA) with JERA Co., Inc. This agreement locks in a buyer for approximately 1.0 mtpa of LNG on a free-on-board basis from 2029 through 2050. The pricing for this product is indexed to the Henry Hub price, plus a fixed liquefaction fee.

Cheniere Energy, Inc. explicitly positions itself as a full-service LNG provider, which is a product enhancement beyond just liquefaction capacity. This service suite is designed to capture more value and appeal to a broader customer base, including smaller buyers who might not have their own shipping arrangements.

• Gas procurement and transportation
• Liquefaction (Total in-operation capacity approximately 49 mtpa as of August 2025)
• Vessel chartering
• Optimized LNG delivery

Addressing decarbonization goals is a product development focus, creating a premium offering through transparency. Cheniere has been providing Cargo Emissions Tags (CE Tags) since 2022, quantifying estimated GHG emissions from wellhead to delivery point. The company has a voluntary Scope 1 emissions intensity target of 0.03% per tonne of LNG produced across its two Gulf Coast assets by 2027. Furthermore, an updated, peer-reviewed Life Cycle Assessment study found that the 2022 GHG emissions intensity of Cheniere's delivered LNG was 20 -28% lower than the U.S. Department of Energy's NETL 2019 study in all modeled cases.

The company's overall production guidance for 2025 is set at 47 million to 48 million tons of LNG. This operational scale underpins the ability to offer these new, differentiated products. Finance: draft 13-week cash view by Friday.

Cheniere Energy, Inc. (LNG) - Ansoff Matrix: Diversification

Explore Final Investment Decisions (FIDs) on non-LNG midstream assets, such as new gas pipelines or storage facilities.

Cheniere Energy, Inc. made a positive Final Investment Decision (FID) in June 2025 with respect to the CCL Midscale Trains 8 & 9 Project. This project is an expansion adjacent to the CCL Stage 3 Project and has an expected total production capacity of approximately 5 mtpa of LNG. The SPL Expansion Project, which is an expansion adjacent to the SPL Project, maintains an expected total peak production capacity of up to approximately 20 mtpa of LNG, inclusive of estimated debottlenecking opportunities.

The company's existing liquefaction capacity in operation across Sabine Pass and Corpus Christi terminals reached approximately 50 mtpa of LNG as of the third quarter of 2025.

Project/Metric	Status/Date	Capacity/Value
CCL Midscale Trains 8 & 9 FID	June 2025	~5 mtpa of LNG capacity
SPL Expansion Project (Expected Peak)	In Permitting Process	Up to ~20 mtpa of LNG
Total LNG Capacity In Operation (Q3 2025)	Q3 2025	~50 mtpa

Evaluate the feasibility of producing and exporting blue or green hydrogen/ammonia at existing Gulf Coast sites.

Cheniere Energy, Inc. is developing Carbon Capture and Storage (CCS) opportunities, as noted in late 2024. There are no specific 2025 production volumes or investment amounts published for blue or green hydrogen/ammonia feasibility studies or projects.

Acquire or partner with a renewable energy developer to offer hybrid LNG/power solutions to industrial users.

There are no publicly reported 2025 financial figures or partnership contract values related to hybrid LNG/power solutions for industrial users.

Invest in carbon capture and sequestration (CCS) infrastructure to create a new revenue stream from CO2 services.

Cheniere Energy, Inc. is actively developing Carbon Capture and Storage (CCS) opportunities. Specific 2025 investment amounts or projected revenue streams from CO2 services are not detailed in the latest financial reports.

Leverage proprietary shipping and logistics expertise to offer third-party marine services.

Cheniere Energy Partners, L.P. reported Total revenues for the three months ended June 30, 2025, of $2.5 billion. Within this, the component labeled Other revenues for the same period was $15 million. For the six months ended June 30, 2025, Total revenues for Cheniere Partners were $5.4 billion, with Other revenues at $32 million.

You're looking at the core business's strong performance, which is where the immediate capital is flowing, so these other areas are still in the early stages of quantification. Here's the quick math on the latest reported revenues for the parent company for context:

• Q2 2025 Revenues: ~$4.6 billion.
• Nine Months Ended September 30, 2025 Revenues: $14.5 billion.
• Full Year 2025 Consolidated Adjusted EBITDA Guidance (Revised): $6.6 billion - $7.0 billion.
• Full Year 2025 Distributable Cash Flow Guidance (Revised): $4.8 billion - $5.2 billion.

Finance: draft 13-week cash view by Friday.