How Investors May Respond To EQT (EQT) Expanding LNG Portfolio With Two Major 20-Year Supply Deals

In late August 2025, Sempra Infrastructure and EQT Corporation announced a 20-year sales and purchase agreement for 2 million tonnes per annum of liquefied natural gas offtake from the Port Arthur LNG Phase 2 project in Texas, with EQT also securing a 20-year supply deal for 1.5 million tonnes per annum from NextDecade Corporation’s Rio Grande LNG facility, both at prices indexed to Henry Hub and subject to final investment decisions. These consecutive agreements mark a significant expansion...