Golar LNG: A Lot Of Growth Drivers To Fuel Profitability And Justify Upside

  • Golar LNG's strategic pivot to FLNG infrastructure and 20-year fixed contracts ensures stable, growing revenues and robust cash flow insulated from LNG price volatility. Global energy demand, data center expansion, and geopolitical tensions are strong growth drivers for LNG, positioning GLNG for long-term upside. The valuation appears high, but scenario analysis shows significant upside potential as utilization ramps and new FLNG projects come.