Cheniere Energy, Inc. (LNG) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by. Good day and welcome to the First Quarter 2026 Chenier Energy Earnings Call and Webcast. Today's conference is being recorded. At this time, I would like to turn the conference over to Randy Bhatia, Vice President of Investor Relations and Communications. Please go ahead. Thank you, Operator. Good morning, everyone, and welcome to Chenier's First Quarter 2026 Earnings Conference Call. The slide presentation and access to the webcast for today's call are available at chenier.com. Before we begin, I would like to remind all listeners that our remarks, including answers to your questions, may contain forward-looking statements, and actual results could differ materially from what is described in these statements. Slide 2 of our presentation contains a discussion of those forward-looking statements and associated risks. In addition, a reconciliation of non-GAAP measures to the most comparable GAAP measure can be found in the presentation appendix. The call agenda is shown on slide three. After prepared remarks from Jack, Anatole, and Zach, we will open the call for Q&A. I'll now turn the call over to Jack Fusco, Schneer's President and CEO. Thank you, Randy, and good morning, everyone. Thanks for joining us today as we review our results from the first quarter of 2026 and our improved outlook for the full year. Certainly, a lot has changed since our last earnings call. which took place just before the start of the war in Iran. What has unfolded in the wake of that operation is another major shock in the global energy system, the second such shock in just over four years. The closure of the Strait of Hormuz and the weaponization of energy, including the damage to a portion of Qatar Energy's LNG facility at Ras Al Fahan, are tragic consequences. ...