Learn Why The Bull Case For ConocoPhillips Stock Could Change Following LNG Supply Deal

Simply Wall St.10-07 22:40

ConocoPhillips has signed a 20 year agreement to buy 1 million tons of LNG a year from Venture Global starting in 2030, supporting its goal to build a 10 to 15 million ton portfolio while it reviews ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2673019250?lang=en_US&edition=fundamental","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/296527-card/1788944860309","is_english":true,"pubTime":"2026-10-07 22:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2673019250","market":"sg","top_or_hot":-1,"title":"Learn Why The Bull Case For ConocoPhillips Stock Could Change Following LNG Supply Deal","media":"Simply Wall St.","content":"<div>\n<p>ConocoPhillips has signed a 20 year agreement to buy 1 million tons of LNG a year from Venture Global starting in 2030, supporting its goal to build a 10 to 15 million ton portfolio while it reviews ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/energy/nyse-cop/conocophillips/news/learn-why-the-bull-case-for-conocophillips-stock-could-chang\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Learn Why The Bull Case For ConocoPhillips Stock Could Change Following LNG Supply Deal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLearn Why The Bull Case For ConocoPhillips Stock Could Change Following LNG Supply Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-07 22:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/energy/nyse-cop/conocophillips/news/learn-why-the-bull-case-for-conocophillips-stock-could-chang><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ConocoPhillips has signed a 20 year agreement to buy 1 million tons of LNG a year from Venture Global starting in 2030, supporting its goal to build a 10 to 15 million ton portfolio while it reviews ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/energy/nyse-cop/conocophillips/news/learn-why-the-bull-case-for-conocophillips-stock-could-chang\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B3CCJ963.GBP","symbol_name":"GUINNESS GLOBAL ENERGY \"C\" (GBP) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/energy/nyse-cop/conocophillips/news/learn-why-the-bull-case-for-conocophillips-stock-could-chang","article_id":"2673019250","we_media_id":null,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/296527-card/1788944860309"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/energy/nyse-cop/conocophillips/news/learn-why-the-bull-case-for-conocophillips-stock-could-chang","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2673019250","pubTimestamp":1791384003,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"ConocoPhillips has signed a 20 year agreement to buy 1 million tons of LNG a year from Venture Global starting in 2030, supporting its goal to build a 10 to 15 million ton portfolio while it reviews potential divestitures in the North Sea.\nThe LNG offtake deal gives ConocoPhillips more contracted gas volumes at the same time as it reshapes its asset base toward lower cost, higher efficiency projects, which directly affects future cash flow quality and project execution risk.\nWe will now look...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00B3CCJ963.GBP":"GUINNESS GLOBAL ENERGY \"C\" (GBP) ACC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00B2Q91V27.USD":"GUINNESS GLOBAL ENERGY \"C\" (USD) ACC","BK4213":"石油与天然气的勘探与生产","LU0788109394.HKD":"BGF WORLD ENERGY \"A2\" (HKDHGD) ACC","LU0345780950.USD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (USD) ACC","IGE":"北美自然资源ETF-iShares","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","XLE":"SPDR能源指数ETF","COP":"康菲石油","PBOG":"Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","TEXU":"Direxion Daily Energy Top 5 Bull 2X ETF","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","GXPE":"Global X PureCap MSCI Energy ETF","IXC":"全球能源业ETF-iShares","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","OILT":"Texas Oil Index ETF","WEEI":"Westwood Salient Enhanced Energy Income ETF","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","FCG":"First Trust Natural Gas ETF","SG9999002521.SGD":"United Global Resources A Acc SGD","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","DIG":"二倍做多美国油气指数","LU0256331488.USD":"SCHRODER ISF GLOBAL ENERGY \"A\" ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0266512127.USD":"摩根大通环球自然资源 A(acc)","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","TRUN":"VanEck Energy TruSector ETF","FENY":"Fidelity MSCI Energy Index ETF","LU0238689110.USD":"贝莱德环球动力股票基金","IEO":"iShares Dow Jones U.S. Oil & Gas","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","FTXN":"First Trust Nasdaq Oil & Gas ETF","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU0300736492.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) INC","IYE":"iShares U.S. Energy ETF","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","VDE":"Vanguard Energy ETF","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD"},"translate_title":"了解为什么液化天然气供应交易后康菲石油公司股票的牛市可能会发生变化","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IYE":0.6,"IGE":0.6,"FCG":0.6,"IXC":0.6,"OILT":0.6,"IEO":0.6,"XLE":0.6,"WEEI":0.6,"DIG":0.6,"VDE":0.6,"GXPE":0.6,"TRUN":0.6,"FTXN":0.6,"COP":1,"PBOG":1.5,"TEXU":0.6,"FENY":0.6},"content_text":"ConocoPhillips has signed a 20 year agreement to buy 1 million tons of LNG a year from Venture Global starting in 2030, supporting its goal to build a 10 to 15 million ton portfolio while it reviews potential divestitures in the North Sea. The LNG offtake deal gives ConocoPhillips more contracted gas volumes at the same time as it reshapes its asset base toward lower cost, higher efficiency projects, which directly affects future cash flow quality and project execution risk. We will now look at how ConocoPhillips' expanding long term LNG commitments reshape the investment narrative investors are using today.  Spot opportunities beyond ConocoPhillips by scanning our hand picked 27 high quality undervalued stocks. These selections combine resilient cash generation with balance sheets built for the next phase of the energy cycle.\nAdvertisementConocoPhillips Investment Narrative Recap To own ConocoPhillips, you need to be comfortable with a business that leans heavily on large, long life oil and LNG projects and accepts the execution risk that comes with them. The latest LNG offtake deal fits that script but does not change the near term story, which centers on delivering Willow, Port Arthur, Qatar LNG trains and keeping Permian reinvestment in check. The most important short term swing factor remains project timing and capital discipline, because delays or higher spending can pressure free cash flow and slow any improvement in margins. The biggest risk is still disruption or cost creep across capital intensive projects and geopolitically exposed regions such as Iraq, Syria and Libya, rather than this new contract. The new 20 year Venture Global LNG agreement is the announcement that matters most here because it directly adds long term marketed gas volumes to ConocoPhillips' planned 10 to 15 million ton LNG portfolio. It builds on the previously secured 12 MTPA of LNG offtake and reinforces the idea that LNG marketing could become a larger earnings contributor over time. For investors watching catalysts, this contract sits alongside Port Arthur and Qatar LNG milestones as part of a broader LNG build out that could support the targeted US$7b free cash flow uplift by 2029 if execution stays on track. The operational risk is clear, however. Larger LNG exposure raises sensitivity to project delays, regional conflict and supply chain issues that could limit the benefit from these commitments. ConocoPhillips' current narrative assumes revenue grows at 1.8% a year, taking overall income to a forecast US$68.0b with earnings of US$11.4b by 2029. This implies an earnings increase of about US$2.1b from the US$9.3b reported today. Uncover why ConocoPhillips' fair value indicates a 13% potential upside to its current price, before the discount starts to close. NYSE:COP 1-Year Stock Price Chart Exploring Other Perspectives Some of the most optimistic analysts already pencilled in revenue of US$70.3b and earnings of US$11.9b by 2029 for ConocoPhillips, banking on LNG expansion as a key driver. You might see this new 20 year LNG deal as strengthening that view, or you might question it. Either way, it is worth comparing several narratives before deciding what makes sense to you. Explore 3 other ConocoPhillips fair value estimates, including one that suggests up to 167% upside from the current price. Reach Your Own Conclusion Don't just follow the ticker. Dig into the data and build a conviction that's truly your own.  A great starting point for your ConocoPhillips research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision. See our latest analysis for ConocoPhillips. The report includes a comprehensive fundamental analysis summarized in a single visual, the Snowflake, making it easy to evaluate ConocoPhillips' overall financial health at a glance.  Looking For More Ideas Beyond ConocoPhillips? If you want to pressure test your view on ConocoPhillips, compare it with other companies that match your risk profile and income goals. The Simply Wall St Screener can surface targeted shortlists so you spend time assessing businesses, not trawling through tickers.  If capital preservation comes first for you, start with a group of 31 resilient stocks with low risk scores that score well on resilience and balance sheet strength. Income focused investors can scan a curated set of 8 dividend fortresses that pair higher yields with fundamental checks on earnings and cash coverage. For those hunting for mispriced opportunities, work through a hand picked pool of 19 high quality undiscovered gems that combine quality metrics with lower market attention.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.50.1","shortVersion":"4.50.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2673019250","isCrawlerRequest":true}