New Fortress Energy secures 7-year LNG supply deal with Puerto Rico

Published 16/09/2025, 21:22
New Fortress Energy secures 7-year LNG supply deal with Puerto Rico

NEW YORK - New Fortress Energy Inc. (NASDAQ:NFE) has reached an agreement with Puerto Rico authorities for a 7-year liquefied natural gas (LNG) supply contract, pending approval from the Financial Oversight and Management Board of Puerto Rico. According to InvestingPro data, NFE currently operates with a market capitalization of $560 million and generated revenues of $2 billion in the last twelve months, though the company faces challenges with cash flow management.

The gas supply agreement (GSA) with the Third-Party Procurement Office and the Puerto Rico Public-Private Partnerships Authority aims to provide natural gas to Puerto Rico’s power system, replacing more expensive and higher-emission liquid fuels. With a debt-to-capital ratio of 0.94 and significant short-term obligations, as highlighted by InvestingPro analysis, this long-term contract could provide much-needed revenue stability for NFE.

Under the terms, NFE can supply up to 75 TBtu of natural gas annually, with minimum annual take-or-pay volumes of 40 TBtu, potentially increasing to 50 TBtu if certain conditions are met.

The pricing structure includes a blend of 115 percent of Henry Hub plus $7.95/MMBtu for most volumes, while gas supplied to San Juan units 5 & 6 will be priced at 115 percent of Henry Hub plus $6.50/MMBtu.

"This landmark agreement provides two critical benefits to the island: it establishes security of supply in San Juan for the next 7 years for power plants currently running on LNG and provides for incremental LNG volumes to be delivered," said Wes Edens, Chairman and CEO of New Fortress Energy, according to the company’s press release.

The LNG is expected to be sourced from NFE’s 1.4 MTPA Fast LNG facility offshore Altamira, Mexico, which began operations in Q4 2024 and is reportedly producing above nameplate capacity.

The agreement complements NFE’s existing 25-year supply contract with Energiza, which is developing a new 550 MW power plant in Puerto Rico.

This contract represents a significant step in NFE’s strategy to match its LNG production with long-term offtake agreements, as stated in the company’s announcement. While the stock has faced significant pressure, declining over 85% in the past six months, InvestingPro analysis reveals 18 additional key insights about NFE’s financial health and market position, available through their comprehensive Pro Research Report, which provides detailed analysis of the company’s fundamentals and future prospects.

In other recent news, New Fortress Energy reported a significant net loss of $557 million for the second quarter of 2025, a sharp increase from the $197.4 million loss in the previous quarter. This loss was largely due to non-cash impairments totaling $699 million, though it was partially offset by a $473 million gain from the sale of its Jamaican operations. The company also announced that it received a Nasdaq non-compliance notice for failing to file its quarterly report for the period ending June 30, 2025. In a strategic move, New Fortress Energy amended its credit facility, extending its maturity date to November 14, 2025, and reducing total commitments under the facility. Additionally, the company secured a 5-year agreement with the Egyptian Natural Gas Holding Company to deploy a floating storage and regasification unit in Egypt. S&P Global Ratings downgraded New Fortress Energy to ’CCC’, citing refinancing concerns and a negative outlook due to the company’s recent financial performance. These developments highlight ongoing challenges and strategic adjustments as New Fortress Energy navigates its financial landscape.

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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