Jim Cramer’s Latest Lightning Round: 8 Stocks in Focus

5. Cheniere Energy, Inc. (NYSE:LNG)

Number of Hedge Fund Holders: 62

Calling Cheniere Energy, Inc. (NYSE:LNG) terrific, Cramer expressed bullish sentiment toward the LNG market as the time nears for the new administration.

“Okay, I like the LNG market now that we have President-elect Trump coming in because he’s pro-LNG and Cheniere is a terrific stock. It’s up 22% for the year, I think you’d still do well.”

Cheniere Energy (NYSE:LNG), a significant player in the liquefied natural gas (LNG) sector, focuses primarily on the ownership and operation of LNG terminals in the United States. It expects to produce around 47 million to 48 million tons of LNG across its two operational sites in the coming year.

This projected production marks an increase from the current 45 million tons per year across the nine existing LNG trains in operation. As per the company, following the commissioning of additional facilities, total production will reach between 46 million and 47 million tons. This will significantly support the company’s EBITDA for 2025. The company forecasts that around 3 million to 4 million tons of this production will be available for spot sales through Cheniere Marketing International (CMI) after fulfilling its long-term contracts.

These long-term agreements already account for approximately 43 million tons. Further, Cheniere Energy (NYSE:LNG) is actively marketing some of this spot volume for 2025 and expects to have 2 million to 3 million tons, or roughly 100 to 150 trillion TBtu, of unsold open capacity in that year. The company is planning for substantial completion of its remaining four mid-scale LNG trains by 2026, with new long-term contracts beginning in 2026 and 2027.

These additional contracts will maintain a strong position for the company, ensuring that its platform remains over 90% contracted with investment-grade counterparties, while maintaining a consistent revenue stream. With this level of contracting, the company projects an average of about 95% of its capacity will be secured under long-term, take-or-pay contracts through the mid-2030s.