Golar is moving in the right direction. While much of the story has received a boost from the Iran war as it has propelled gas prices, it has also shifted focus to energy security and a scramble for units that can monetize gas reserves quickly. A fourth unit seems likely within year-end and the company could be targeting one unit per year going forward. Assuming the company should be priced as a five unit company, we see the stock easily being worth up to USD 78.5/sh for the right pockets. Buy r ....
21 May 2026
Arctic: Golar LNG - The queue is forming and a fourth unit order is within reach
Sign up to access
Get access to our full offering from over 100 providers
Get access to our full offering from over 100 providers
Arctic: Golar LNG - The queue is forming and a fourth unit order is within reach
GOLAR LNG (GLNG:NYSE) | 0 0 0.0%
- Published:
21 May 2026 -
Author:
Kristoffer Barth Skeie | Lars Moen Eide -
Pages:
17 -
Golar is moving in the right direction. While much of the story has received a boost from the Iran war as it has propelled gas prices, it has also shifted focus to energy security and a scramble for units that can monetize gas reserves quickly. A fourth unit seems likely within year-end and the company could be targeting one unit per year going forward. Assuming the company should be priced as a five unit company, we see the stock easily being worth up to USD 78.5/sh for the right pockets. Buy r ....