Venture Global Targets 81 MTPA LNG Capacity by 2030; Fair Value Raised to $20

Key Facts

1Venture Global targets 81 MTPA LNG export capacity by 2030.

2The company has a $134B backlog, with 49 MTPA already contracted under long-term agreements.

3Fair value for VG stock raised to $20/share, despite projected softness in 2026 and 2027 due to legal risks and fewer spot cargoes.

Venture Global is aggressively expanding its LNG export capacity with a target of 81 million tonnes per annum (MTPA) by 2030. The company currently boasts a robust $134 billion contract backlog, with 49 MTPA already secured under long-term agreements. Analysts have raised the fair value of the company's stock to $20 per share, reflecting strong long-term growth prospects despite near-term headwinds. Performance is expected to soften in 2026 and 2027 due to ongoing legal challenges and a projected decline in spot market cargoes. However, a significant surge in EBITDA is anticipated after 2027 as major expansion projects come online. This strategic positioning is driven by global energy security needs and shifting geopolitical dynamics impacting energy markets.