Replay available

Golar LNG Limited (GLNG) Q2 2025 Earnings Call

Golar LNG Limited (NASDAQ: GLNG) Q2 2025 earnings conference call, held 2025-11-05. Replay captured from the company's public earnings webcast.

Wed, November 5, 2025 at 3:00 PMendedReplay
Golar LNG Limited (GLNG) Q2 2025 Earnings Call

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Featured presenters

Evan Kolsgaard

Analyst, Clarkson Securities

Eduardo Marnau

Chief Financial Officer

Carl Fredrik Staabo

Chief Executive Officer

Liam Burke

Analyst, B. Riley Securities

Alexander Bidwell

Analyst, Weber Research & Advisory

Chris Robertson

Analyst, Deutsche Bank Securities

John McKay

Analyst, Goldman Sachs

Sharif Al-Maghrabi

Analyst, BTIG

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:02.876 Good morning from our head office in Bermuda. 00:00:02.876 -- 00:00:07.784 Welcome to GOLAR's Q3 2025 earnings results presentation. 00:00:07.784 -- 00:00:12.331 My name is Carl Fredrik Staabo, the CEO of GOLAR, and I'm accompanied today by our CFO, 00:00:12.331 -- 00:00:14.374 Eduardo Marnau. 00:00:14.374 -- 00:00:18.581 Before we get into the presentation, please note the forward-looking statements on slide 00:00:18.581 -- 00:00:20.444 two. 00:00:20.444 -- 00:00:23.437 Starting on slide three and an overview of GOLAR. 00:00:23.437 -- 00:00:28.885 Following our announcement on October 23rd, our existing fleet of three FLNGs 00:00:28.885 -- 00:00:33.732 are now fully contracted on 20-year charter durations with a total EBITDA backlog of 00:00:33.732 -- 00:00:39.156 17 billion before commodity upside and inflationary adjustments. 00:00:39.400 -- 00:00:44.267 Now that the existing fleet is fully contracted, the key focus of the company is now 00:00:44.267 -- 00:00:48.310 on developing our fourth FLNG unit. 00:00:48.310 -- 00:00:53.395 During the quarter, we've made significant technical and commercial progress in 00:00:53.395 -- 00:00:57.837 deciding on size and design of our next unit. 00:00:57.939 -- 00:01:02.183 As you can see on the bottom half of the slide, we have three different growth designs, 00:01:02.183 -- 00:01:07.268 the mark one, two, and three, which differ in liquefaction size, ranging 00:01:07.268 -- 00:01:12.812 from 2.5 million tons all the way up to 5.4 million tons. 00:01:12.914 -- 00:01:17.877 We're on track to decide on the next FLNG project in the coming months. 00:01:18.382 -- 00:01:23.488 Over the course of the last five months, we've also concluded just over 1 billion 00:01:23.488 -- 00:01:28.915 in new cor...