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Venture Global Turns Profitable on Record Q3 LNG Shipments, Narrows Full-Year Guidance

CP2 Phase 1 is funded with DOE export clearance, signaling the company’s next buildout.

Overview

  • The company posted Q3 2025 revenue of $3.33 billion, net income of $429 million and Consolidated Adjusted EBITDA of $1.53 billion.
  • Exports reached a quarterly record of 100 cargoes (372 TBtu), and full‑year shipments are now guided to 382–386 as Plaquemines ramps with 34 of 36 trains producing.
  • Full‑year Consolidated Adjusted EBITDA guidance was tightened to $6.35–$6.50 billion, reflecting higher U.S. gas prices, accounting reserves tied to arbitrations and two DES deliveries shifted into early 2026.
  • CP2 LNG and the CP Express Pipeline reached FID for Phase 1 with $15.1 billion in project financing, following final DOE non‑FTA export authorization.
  • Liquidity strengthened with a $2 billion corporate revolver, $1.575 billion raised via the Blackfin Pipeline JV including an $889 million distribution, $4.0 billion in Plaquemines secured notes, and Calcasieu Pass marked its 500th cargo on Nov. 8.