EQT Corp Surpasses LNG Exporters in Natural Gas Stock Appeal

LNG exporters may have drawn attention for their massive liquefaction and export terminals, but EQT Corp (NYSE: EQT) is a more attractive natural gas stock to buy today. As the country's only large-scale integrated gas producer, EQT has signed LNG contracts and agreements to supply gas to AI power projects.

The company owns significant midstream infrastructure, including an interest in the Mountain Valley Pipeline, which transports gas to premium markets along the East Coast. EQT hasn't invested directly in an LNG export terminal but has secured capacity deals for several LNG export projects, including a 5-year offtake agreement with a large Asian integrated energy company for 0.5 million tons of LNG per year.

This deal alone should boost EQT's 2028 free cash flow by $45 million based on recent gas prices. From 2030 onward, EQT expects international pricing exposure for 10% to 15% of its volumes based on current LNG contracts.