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Jun 30, 2021

Cheniere Q2 2021 Earnings Report

Reported strong second quarter results and raised full year 2021 guidance.

Key Takeaways

Cheniere Energy reported strong second quarter results driven by operational excellence and strength in the global LNG market. The company increased its full year 2021 Consolidated Adjusted EBITDA and Distributable Cash Flow guidance due to improved LNG market margins and increased LNG production forecast.

Consolidated Adjusted EBITDA of approximately $1.0 billion and Distributable Cash Flow of approximately $340 million for the three months ended June 30, 2021.

Increased full year 2021 Consolidated Adjusted EBITDA guidance to $4.6 - $4.9 billion and full year 2021 Distributable Cash Flow guidance to $1.8 - $2.1 billion.

Fully repaid the remaining outstanding borrowings under the Cheniere Term Loan Facility and fully repaid Cheniere’s 4.875% convertible notes due May 2021.

Entered into an Integrated Production Marketing agreement with Tourmaline Oil Marketing Corp.

Total Revenue
$3.02B
Previous year: $2.4B
+25.6%
EPS
-$1.3
Previous year: $0.78
-266.7%
LNG Cargoes Exported
139
Previous year: 78
+78.2%
LNG Volumes Exported
496
Previous year: 274
+81.0%
Gross Profit
$5.17B
Previous year: $3.21B
+61.3%
Cash and Equivalents
$1.81B
Previous year: $2.04B
-11.4%
Free Cash Flow
$57M
Previous year: $27M
+111.1%
Total Assets
$36.8B
Previous year: $35.8B
+2.5%

Cheniere

Cheniere

Cheniere Revenue by Segment

Forward Guidance

Cheniere increased its full year 2021 Consolidated Adjusted EBITDA guidance to $4.6 - $4.9 billion and full year 2021 Distributable Cash Flow guidance to $1.8 - $2.1 billion due primarily to improved LNG market margins and an increase in forecasted LNG production.

Positive Outlook

  • Improved LNG market margins.
  • Increase in forecasted LNG production.
  • Strong second quarter results.
  • Relentless focus on operational excellence.
  • Continued strength in the global LNG market.

Revenue & Expenses

Visualization of income flow from segment revenue to net income