Cheniere and JERA sign 21-year LNG supply agreement

Published 07/08/2025, 12:30
Cheniere and JERA sign 21-year LNG supply agreement

HOUSTON - Cheniere Energy, Inc. (NYSE:LNG), a $52.3 billion market cap energy giant with strong financial health according to InvestingPro analysis, and JERA Co., Inc. have entered into a long-term liquefied natural gas (LNG) supply agreement spanning more than two decades, according to a press release statement.

Under the agreement, JERA will purchase approximately 1.0 million tonnes per annum of LNG from Cheniere Marketing on a free-on-board basis from 2029 through 2050. The purchase price will be indexed to the Henry Hub price, plus a fixed liquefaction fee. This long-term contract adds to Cheniere’s robust financial profile, which currently shows annual revenues of $16.7 billion and earnings per share of $13.74.

JERA, Japan’s largest power producer, currently generates about one-third of Japan’s electricity and ranks among the world’s largest LNG buyers. The company has been a long-term trading partner with Cheniere.

"This SPA fortifies our longstanding relationship with JERA, which is based upon years of cooperation and mutually beneficial LNG trade," said Jack Fusco, Cheniere’s President and Chief Executive Officer.

Yukio Kani, Global CEO and Chair of JERA, stated the agreement "supports JERA’s strategy to diversify and strengthen our LNG procurement portfolio."

Cheniere Energy is the leading producer and exporter of LNG in the United States with a total production capacity of approximately 49 million tonnes per annum of LNG in operation. The company has an additional 12 million tonnes per annum of expected production capacity under construction, including estimated debottlenecking opportunities.

The agreement represents a continuation of energy trade relations between the United States and Japan, with LNG deliveries scheduled to begin approximately four years from now. InvestingPro data shows Cheniere maintains a healthy dividend yield of 0.85% and has demonstrated strong returns over the past decade. For detailed analysis and additional insights, investors can access the comprehensive Pro Research Report available on InvestingPro, covering this and 1,400+ other top US stocks.

In other recent news, Cheniere Energy reported second-quarter earnings that exceeded analyst expectations, driven by rising LNG prices and improved margins. The company posted adjusted earnings of $7.30 per share on revenue of $4.64 billion. These figures surpassed the analyst consensus estimate of $4.37 billion in revenue. The robust performance highlights the company’s ability to capitalize on favorable market conditions. Analysts had anticipated lower revenue, but Cheniere Energy’s results outperformed these projections. This development underscores the company’s strong position in the LNG market. Investors will likely view these earnings and revenue results as a positive indicator of the company’s financial health.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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