Venture Global is the top performer in the global oil & gas sector in March.

The company is the most direct bet on the world buying more American LNG. Iran's attack on Qatar's LNG infrastructure knocked out 17% of Qatar's export capacity for 3-5 year. This provides a significant boost to Venture Global's earnings outlook for the next 3-5 years. $VG

Key facts:
Venture Global is the second-largest LNG exporter in the United States

In March, the company closed $8.6B in financing for Phase 2 of its CP2 LNG project, bringing total project financing to $20.7B - the largest standalone project financing in the U.S. bank market.

Total LNG capacity in production, construction, or development: over 100 MTPA - more than Qatar's current operating capacity of 77 MTPA.

Q4 adjusted core profit nearly tripled on higher LNG sales volumes.

The company exported a record 380 LNG cargoes in 2025 and expects to double exports by 2029.

The stock trades at a forward P/E of just 10x.