Ship‐tracking service Vortexa reported that exports of liquefied natural gas from U.S. Gulf Coast terminals dropped to zero on Sunday as a massive winter storm swept the region. Sabine Pass and Corpus Christi—two of the largest U.S. export hubs—suspended loading operations after on-site temperatures plunged below equipment operating thresholds. Under normal conditions, combined throughput at these facilities averages over 13 billion cubic feet per day (Bcf/d). The disruption forced carriers to delay departures or seek alternative loading sites in the Atlantic Basin, tightening short‐term supply in European and Asian markets already grappling with seasonal demand spikes.

Data released for 2025 show U.S. LNG exports surged 24%, reaching a record average of 14.6 Bcf/d over the year. This growth reflects ramp‐ups at existing facilities and commissioning of new trains, even as the fourth quarter saw narrowing price spreads between global LNG benchmarks and U.S. Henry Hub rates. Approximately 9 Bcf/d of additional liquefaction capacity broke ground during the year, underpinning long‐term export growth projections. Market observers note that tightening spreads in late 2025 weighed on exporter profitability, although cargo nominations remained near full capacity throughout the period.

Cheniere Energy’s board has approved a quarterly dividend of $0.555 per common share, payable on February 27, 2026, to holders of record as of February 6. The company highlighted its leading position in U.S. LNG production, with Sabine Pass and Corpus Christi facilities delivering about 52 million tonnes per annum (mtpa) of operational liquefaction capacity and over 9 mtpa under construction. Management reiterated plans to pursue further expansions along the LNG value chain, including additional liquefaction trains and midstream infrastructure, while balancing capital deployment between growth projects and returning cash to investors.