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Dec 31, 2020

Cheniere Q4 2020 Earnings Report

Announced financial results for fourth quarter and full year 2020 and raised full year 2021 guidance.

Key Takeaways

Cheniere reported a net loss of $194 million for Q4 2020, impacted by non-cash changes in fair value of commodity derivatives. However, the company's Consolidated Adjusted EBITDA increased by 7% to $1.05 billion, and it is raising its full year 2021 Consolidated Adjusted EBITDA and Distributable Cash Flow guidance based on strong execution and improved market conditions.

Consolidated Adjusted EBITDA of $1.05 billion for fourth quarter 2020.

Distributable Cash Flow of approximately $330 million for fourth quarter 2020.

Net loss of $194 million, or $0.77 per share, for fourth quarter 2020, negatively impacted by non-cash changes in fair value of commodity derivatives.

Entered into mid-term LNG sales agreements during fourth quarter 2020 for portfolio volumes aggregating over four million tonnes of LNG with multiple counterparties.

Total Revenue
$2.79B
Previous year: $3.01B
-7.3%
EPS
-$0.77
Previous year: $1.41
-154.6%
LNG cargoes exported
130
Previous year: 130
+0.0%
LNG volumes exported (TBtu)
461
Previous year: 462
-0.2%
Gross Profit
$4.65B
Previous year: $4.33B
+7.5%
Cash and Equivalents
$1.63B
Previous year: $2.47B
-34.2%
Free Cash Flow
$98M
Previous year: $272M
-64.0%
Total Assets
$35.7B
Previous year: $35.5B
+0.6%

Cheniere

Cheniere

Cheniere Revenue by Segment

Forward Guidance

Cheniere is raising its full year 2021 Consolidated Adjusted EBITDA guidance to $4.1 - $4.4 billion and full year 2021 Distributable Cash Flow guidance to $1.4 - $1.7 billion based on strong execution and improved market conditions.

Positive Outlook

  • Strong execution
  • Improved market conditions
  • In the final stages of commissioning Train 3 at Corpus Christi
  • Global LNG market has strengthened significantly
  • Confident in ability to deliver reliable financial results

Revenue & Expenses

Visualization of income flow from segment revenue to net income