Early Plaquemines LNG Progress and Ukraine Talks Might Change the Case for Investing in Venture Global (VG)

• Venture Global has requested federal approval to introduce natural gas into the final block of its Plaquemines LNG facility in Louisiana, advancing the project toward full operational status more than a year ahead of schedule.
• This development comes as the company negotiates expanded LNG supply with Ukraine’s DTEK, highlighting its role in global energy security amid ongoing arbitration disputes with major customers.
• We’ll explore how the operational progress at Plaquemines amid Ukraine supply talks is shaping Venture Global’s investment narrative.

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What Is Venture Global's Investment Narrative?

For anyone interested in Venture Global, the big picture centers on a rapidly expanding LNG exporter with ambitious growth targets, high-profile customer agreements, and ongoing regulatory wins, but one that also faces significant operational and legal challenges. The latest milestone at Plaquemines, with the push toward early full operations, sharpens the focus on operational progress as a top short-term catalyst, potentially helping to offset some market concerns after recent arbitration setbacks with major customers like BP. However, a newly assumed US$1 billion arbitration outflow and a string of legal disputes now weigh heavier on near-term risk than earlier analysis suggested. At the same time, Venture Global’s stock is coming off a significant decline, and while the early Plaquemines commissioning is positive, arbitration and customer relationship issues may temper enthusiasm and could impact how new contract wins are valued by the market.

But with every milestone, the arbitration risk has become harder to ignore for investors. Venture Global's shares have been on the rise but are still potentially undervalued by 35%. Find out what it's worth.

Exploring Other Perspectives

Among eight estimates from the Simply Wall St Community, fair value ranges from as low as US$2.55 to a very high US$25.45 per share. While some see deep undervaluation, others are much more cautious, reflecting the real uncertainty driven by both rapid project progress and the large arbitration overhang. If you value a broad spectrum of views, these perspectives can help weigh the company’s market trajectory against its latest milestones and setbacks.

Explore 8 other fair value estimates on Venture Global - why the stock might be worth less than half the current price!

Build Your Own Venture Global Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Venture Global research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Venture Global research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Venture Global's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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