EQT Outshines LNG Exporters with AI-Driven Upside Potential

EQT Corp (EQT) is considered by some to be a better natural gas stock investment than liquefied natural gas (LNG) exporters, such as Cheniere Energy. This is because EQT provides export exposure and upside potential related to the AI power megatrend.

LNG exporters build massive terminals to turn natural gas into liquid for transport on specialized ships. These facilities are costly to build and take years to complete, with Cheniere Energy investing $50 billion in its two LNG export terminals along the U.S. Gulf Coast. LNG terminal operators typically sell most of their volumes under long-term contracts, locking in pricing.

EQT is a large-scale, integrated natural gas producer that owns significant midstream infrastructure, including an interest in the Mountain Valley Pipeline. The company has signed capacity deals for several LNG export projects and expects international pricing exposure for 10% to 15% of its volumes from 2030 onward.