In this article, we are going to discuss the 12 best LNG stocks to buy according to hedge funds.
According to estimates by Shell, the global LNG demand is estimated to rise by around 60% by 2040, driven largely by economic growth in Asia, the ongoing AI boom, and the global energy transition in heavy industries and transportation.
The United States has emerged as a key supplier of the fuel, with 88.3 million tons shipped in 2024, making it the largest LNG exporter in the world. These numbers are expected to pump up rapidly with several new export projects coming online soon. Energy Secretary Chris Wright expects LNG to overtake oil as the top US export in the coming years.
The sector also received a significant boost this summer when the European Union pledged $750 billion worth in strategic LNG purchases from the US over three years, as part of a sweeping trade pact with the Trump administration.
With that said, here are the Best LNG Stocks to Buy Now.
Our Methodology
To collect data for this article, we referred to several stock screeners to find liquified natural gas stocks with the most hedge fund investors in the Insider Monkey database as of the end of Q2 2025. The following are the Best LNG Stocks According to Hedge Funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here)
12. Venture Global, Inc. (NYSE:VG)
No. of Hedge Fund Holders: 22
Merely a startup a few years ago, Venture Global, Inc. (NYSE:VG) has grown to become the second-largest LNG exporter in the United States. The company operates two operational facilities in Louisiana and also started construction on its 28 million metric tons per annum (Mtpa) CP2 export facility this summer, which has the potential to make VG the largest LNG exporter in the country when completed.
What differentiates Venture Global, Inc. (NYSE:VG) from its rivals is its ability to build smaller, modular LNG facilities or liquefaction ‘trains’ at its massive plants. These cost-effective facilities can come online more quickly, one at a time, while construction goes on, turning on revenue streams faster. While a competitor might build four huge trains, VG’s Plaquemines campus will soon count 36 modular trains when completed.
Venture Global, Inc. (NYSE:VG) develops and constructs LNG export projects to provide clean, affordable energy to the world.
11. TotalEnergies SE (NYSE:TTE)
No. of Hedge Fund Holders: 23
TotalEnergies SE (NYSE:TTE) is currently the third-largest LNG operator in the world, with sales of 40 metric tons in 2024. The company is aiming to consolidate its integrated position across the entire LNG value chain, with its LNG volumes (excluding Russian volumes and spot volumes) expected to grow by 50% between 2023 and 2030.
TotalEnergies SE (NYSE:TTE) made headlines this month when the company announced that it had signed agreements with NextDecade to take a 10% stake in the JV developing Train 4 of Rio Grande LNG facility in Texas. In addition to the 10% held directly, TTE will also hold another 7% stake in the project indirectly as it is a shareholder of NextDecade.
Stéphane Michel, President of Gas, Renewables, and Power at TotalEnergies SE (NYSE:TTE), stated:
“We are very pleased with the FID of RGLNG Train 4. This project from which we will offtake 1.5 Mtpa strengthens our LNG export capacity from the United States. It gives TotalEnergies access to competitive LNG thanks to its low production costs. The LNG from this fourth train will increase TotalEnergies’ U.S. LNG export capacity to over 16 Mtpa by 2030, further enhancing our ability to contribute to gas supply and building on our 10% market share worldwide.”
TotalEnergies SE (NYSE:TTE) is a global integrated energy company that produces and markets energies: oil and biofuels, natural gas and green gases, renewables and electricity.
10. Energy Transfer LP (NYSE:ET)
No. of Hedge Fund Holders: 36
Energy Transfer LP (NYSE:ET) made headlines this summer when it announced that it would supply Chevron with an additional 1 mtpa of liquefied natural gas from its Lake Charles LNG export facility, bringing the total volume of LNG supply contracted by Chevron to 3 mtpa under the 20-year agreement.
In April, Energy Transfer LP (NYSE:ET) filed an application seeking to extend the deadline for its Lake Charles project to commence exports from 2025 to 2031, which was approved by the Department of Energy in August. The project includes three liquefaction trains with a total capacity of 16.45 mtpa.
Energy Transfer LP (NYSE:ET) distributed $2.3 billion to its investors in the first half of 2025 and boasts an impressive annual dividend yield of 7.56% as of the writing of this piece. The stock was also recently included in our list of the 12 Best Stocks to Buy Now for Passive Income.
Energy Transfer LP (NYSE:ET) is one of the largest and most diversified midstream energy companies in North America, with a strategic footprint in all of the major US production basins.
9. Shell plc (NYSE:SHEL)
No. of Hedge Fund Holders: 44
Shell plc (NYSE:SHEL) is the largest trader of LNG in the world and has been a pioneer of the industry for over 60 years. The company has every intention of maintaining its dominance and announced this summer that it would add up to 12 million metric tons of additional capacity by the end of the decade from projects under construction. It is estimated that the oil and gas giant is a current buyer of around 70 million metric tons per annum of contractual LNG.
It was reported in September that Edison has signed an agreement with Shell plc (NYSE:SHEL) to acquire LNG from the United States, expanding its long-term portfolio. Under the terms of the contract, the Italian company will receive around 0.7 million tons per annum of LNG starting in 2028 and continuing for up to 15 years.
Shell plc (NYSE:SHEL) is a global group of energy and petrochemical companies, employing 96,000 people across more than 70 countries.
8. BP p.l.c. (NYSE:BP)
No. of Hedge Fund Holders: 46
BP p.l.c. (NYSE:BP) is a recognized global LNG player with established and significant LNG marketing and trading capabilities across the world. The company is a leading buyer and seller of LNG in Asia and earlier this year, it signed a long-term LNG sale and purchase agreement with China’s Zhejiang Energy. Under the agreement, BP will supply 1 million mt/year of LNG to the Chinese company on a DES basis for a duration of 10 years.
BP p.l.c. (NYSE:BP) also announced this summer that it has secured a 17-year agreement to supply LNG to Italian gas and electricity distributor A2A, providing a possible path for more gas to reach the European country’s landlocked neighbors. As part of the agreement, A2A will purchase up to 10 LNG cargoes (equivalent to approximately 1 billion cubic meters of natural gas) per year from 2027 to 2044.
BP p.l.c. (NYSE:BP) is a British multinational company recognized worldwide for quality gasoline, transport fuels, chemicals, and alternative sources of energy such as wind and biofuels.
7. Baker Hughes Company (NASDAQ:BKR)
No. of Hedge Fund Holders: 47
Baker Hughes Company (NASDAQ:BKR) has been committed to LNG for over 30 years and there are currently 60 LNG plants in operation or under construction around the world that rely on its turbomachinery, which drives over 440 MTPA of global installed capacity.
Baker Hughes Company (NASDAQ:BKR) recently made headlines when it announced that it has secured a contract to deliver the main liquefaction equipment for the fourth train of NextDecade Corp’s Rio Grande LNG project in Texas. Moreover, the company recently revealed that it has secured a long-term service contract from BP plc for the Tangguh LNG facility in Indonesia. The 90-month deal covers spare parts, repair services, and field service engineering support for critical turbomachinery at the facility.
Baker Hughes Company (NASDAQ:BKR) expects natural gas demand to grow by over 20% by 2050, with global LNG increasing by at least 75%. This growth outlook creates a favorable environment for the company.
Baker Hughes Company (NASDAQ:BKR) is an energy technology company that provides solutions for energy and industrial customers worldwide.
6. Kinder Morgan, Inc. (NYSE:KMI)
No. of Hedge Fund Holders: 59
Kinder Morgan, Inc. (NYSE:KMI) is the largest LNG provider to the Midwest with connections to four interstate transmission natural gas pipelines. The ongoing LNG boom presents a significant growth opportunity for the company, as around 40% of all American LNG exports flow through its pipelines. With the Trump administration pushing an export-driven trade policy, this structural advantage is only becoming more valuable.
Kinder Morgan, Inc. (NYSE:KMI) has long-term contracts to move 8 billion cubic feet per day (bcfd) of natural gas to LNG facilities, with a target to move 12 bcfd by 2028. The company increased its project backlog from $8.8 billion to $9.3 billion during Q2 2025, adding $1.3 billion in new projects and placing approximately $750 million of projects in service.
Kinder Morgan, Inc. (NYSE:KMI) also remains an avid dividend-payer and currently boasts an annual dividend yield of 4.12%. The company paid dividends of $1.3 billion in the first half of 2025.
Kinder Morgan, Inc. (NYSE:KMI) is one of the largest energy infrastructure companies in North America. The company has an interest in or operates approximately 79,000 miles of pipelines and 139 terminals.
5. Antero Resources Corporation (NYSE:AR)
No. of Hedge Fund Holders: 72
Next on our list of the Best LNG Stocks is Antero Resources Corporation (NYSE:AR), the most integrated natural gas and NGL business in the US and one of the largest suppliers to the country’s LNG market. Through its firm transportation to the American Gulf Coast, Antero is uniquely positioned as the only natural gas company that can meaningfully participate in both the LNG export growth strategy and the expected regional power demand growth.
Antero Resources Corporation (NYSE:AR) expects the LNG demand to increase by another 8 billion cubic feet a day by the end of 2027, driven by the start-up of Plaquemines Phase 2, Golden Pass, Corpus Christi, and Calcasieu Pass Phase 2 projects. This should provide the company with several potential long-term revenue streams and contribute to shareholder value.
For the second consecutive year, Antero Resources Corporation (NYSE:AR) increased its production guidance in 2025, while also reducing its drilling and completion capital budget. Moreover, the company has hedged approximately 20% of its expected natural gas volumes through 2026, lowering its free cash flow breakeven to $1.75 per Mcf for next year.
4. ConocoPhillips (NYSE:COP)
No. of Hedge Fund Holders: 72
ConocoPhillips (NYSE:COP) has a 60-year history of leadership in LNG, and its proprietary Optimized Cascade Process liquefaction technology provides more than 120 MTPA of the world’s LNG supply capacity. It was reported earlier this month that the company has been contracted to deliver this technology for the 26 mtpa export facility in Louisiana, being developed by Monkey Island LNG.
ConocoPhillips (NYSE:COP) continues to advance its global LNG strategy by building a ‘flexible and reliable LNG supply network’ to meet rising demand. The company recently signed a long-term sales and purchase agreement to purchase 1 mtpa of LNG from the Rio Grande LNG project under development by NextDecade Corporation in Texas. Similarly, ConocoPhillips also announced in August that it would secure 4 mtpa of LNG from Sempra’s Port Arthur LNG Phase 2 project to serve key global markets.
ConocoPhillips (NYSE:COP) is one of the world’s largest independent E&P companies based on oil and natural gas production and proved reserves.
3. Chevron Corporation (NYSE:CVX)
No. of Hedge Fund Holders: 76
Chevron Corporation (NYSE:CVX) has a strategy of buying American LNG on long-term contracts rather than constructing its own domestic export facility, as it can monetize its gas production without having to convert it to LNG, thanks to the large midstream market in the US.
That said, Chevron Corporation (NYSE:CVX) still plans on benefiting from the American LNG boom through sale and purchase agreements with LNG developers, hoping to export the gas to Europe. It was announced this summer that the energy giant has signed an incremental agreement with Energy Transfer for additional volumes of 1 million mtpa from the planned Lake Charles LNG, increasing Chevron’s offtake from the project to 3 million mtpa.
Chevron Corporation (NYSE:CVX) is known for its strong commitment to its shareholders and returned over $5 billion for the 13th consecutive quarter in the second quarter of 2025. The company has increased its dividend payout for 38 consecutive years, putting it among the Best Natural Gas and Oil Dividend Stocks to Buy Now.
A leader in energy for over 140 years, Chevron Corporation (NYSE:CVX) manufactures and sells a range of high-quality refined products, including gasoline, diesel, marine and aviation fuels, premium base oil, finished lubricants, and fuel oil additives.
2. Cheniere Energy, Inc. (NYSE:LNG)
No. of Hedge Fund Holders: 79
Next on our list of the Best LNG Stocks to Buy Now is Cheniere Energy, Inc. (NYSE:LNG), the largest producer of LNG in the United States and the second-largest LNG operator in the world. The company operates two LNG facilities along the US Gulf Coast and sells roughly 90% of its LNG to foreign buyers under long-term, fixed-fee contracts, providing it with a predictable stream of cash flow.
Cheniere Energy, Inc. (NYSE:LNG) plans to double its current LNG production to 90 million mtpa by building more export facilities at Sabine Pass and Corpus Christi. The company has also recently added 1 mtpa of LNG capacity by increasing efficiencies at its plants.
Cheniere Energy, Inc. (NYSE:LNG) expects to deploy more than $25 billion of available cash towards accretive growth, share repurchases, balance sheet management, and dividends through 2030. This is consistent with Cheniere’s aim to generate more than $25 per share of distributable cash flow by the early 2030s.
1. Exxon Mobil Corporation (NYSE:XOM)
No. of Hedge Fund Holders: 88
Exxon Mobil Corporation (NYSE:XOM) controls a treasure trove of low-cost oil and gas and also boasts a leading LNG portfolio, producing 23 mtpa of LNG globally through its affiliates and joint ventures. The company also has four major LNG projects currently in progress and intends to roughly double the size of its LNG business to around 40 million tons per year by 2030.
A notable investment by Exxon Mobil Corporation (NYSE:XOM) in the sector is the 18 million mtpa Golden Pass terminal in Texas. The $10 billion joint venture with QatarEnergy is expected to start production by the end of 2025.
A behemoth of the global energy industry, Exxon Mobil Corporation (NYSE:XOM) has increased its earnings at an annual rate of roughly 30% over the last five years, with its cash flow also rising at a CAGR of roughly 15% during the period. The company intends to continue this momentum, with a target to produce an additional $20 billion in earnings and $30 billion in cash flow by 2030.
While we acknowledge the potential of XOM to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than XOM and that has 100x upside potential, check out our report about this cheapest AI stock.
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