How Investors May Respond To Venture Global (VG) Securing 20-Year LNG Deal With Mitsui

• On November 11, 2025, Mitsui & Co. Ltd. of Japan and Venture Global, Inc. announced the execution of a new, long-term LNG Sales and Purchase Agreement, under which Mitsui will purchase 1.0 million tonnes per annum of LNG from Venture Global for 20 years starting in 2029.
• This agreement, along with other recent long-term contracts from buyers in Spain and Greece, highlights expanding global demand for U.S. LNG and Venture Global's growing role as a key supplier to international markets.
• We'll examine how Venture Global's increasing long-term contracts with major partners like Mitsui enhance its investment narrative and global relevance.

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What Is Venture Global's Investment Narrative?

Venture Global’s recent long-term LNG agreement with Mitsui stands out as a confidence signal in its ambition to cement a leading position in U.S. LNG exports. For shareholders, the core thesis rests on the company’s ability to maintain robust volumes and secure multi-decade cash flows through these substantial contracts with global partners like Mitsui, Atlantic-See, and Naturgy. While these deals strengthen visibility on future revenue and support ongoing expansion projects, it’s worth noting that near-term earnings remain sensitive to the pace of project buildout, operational execution, and ongoing legal challenges. With the Mitsui contract pushing total long-term commitments higher and lifting the company’s relevance in key international markets, the balance between execution risk and contractual momentum may shift modestly in favor of catalysts. However, the share price reaction to recent news was measured and with legal disputes, such as ongoing arbitration and IPO disclosure claims, still in play, it remains an essential risk factor.
On the other hand, arbitration risks remain a key issue investors should keep top of mind.

Despite retreating, Venture Global's shares might still be trading 45% above their fair value. Discover the potential downside here.

Exploring Other Perspectives

The Simply Wall St Community contributed eight different fair value estimates for Venture Global, ranging from US$2.55 to US$25.45 per share. This wide span underscores how opinions diverge, especially as recent contract wins shift attention to future earnings certainty, yet do not fully resolve regulatory and legal uncertainties facing the business. Explore these distinct viewpoints to weigh what matters most for Venture Global’s outlook.

Explore 8 other fair value estimates on Venture Global - why the stock might be worth over 3x more than 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 4 key rewards and 3 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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