Industry Revenues:

• Liquefied Natural Gas (LNG) Export: approx. 90%
• Infrastructure and services in the energy sector: approx. 10%

TOP 3 Markets:

1. Asia: approx. 45%
2. Europe: approx. 35%
3. North America: approx. 15%

Cheniere Energy Partners, L.P. generates the majority of its revenues through the export of liquefied natural gas (LNG). The Asian market is the largest consumer, driven by the high demand for energy in countries such as China, Japan, and South Korea. Europe follows as the second-largest market, particularly due to the diversification of energy sources and the reduction of dependence on Russian gas. North America, although a significant market, holds a smaller share as the focus here is more on production and less on import.

Production Sites:

1. Sabine Pass LNG Terminal, Louisiana, USA

Cheniere Energy Partners, L.P. mainly produces its products at the Sabine Pass LNG Terminal in Louisiana, USA. This is one of the largest and most well-known LNG export terminals in the United States. The terminal includes several liquefaction trains that convert natural gas into liquefied natural gas (LNG) for export preparation.

This strategic location allows Cheniere to benefit from the extensive natural gas reserves in the USA while also having access to international markets. The site is crucial for the company's export capabilities and plays a central role in the global LNG supply chain.

Current dividend yield: 7.1% (2025)

Expected EBITDA growth: 5-7% annually (next 3 years)

Cheniere Energy Partners, L.P. pursues a growth strategy based on expanding its LNG export capacities. The company plans to significantly increase its production capacities by expanding existing facilities and constructing new infrastructures.

Another focus is on diversifying the customer base to reduce dependence on individual markets. This includes entering into long-term supply contracts with new international customers.

In addition, Cheniere is investing in technological innovations to improve the efficiency and sustainability of its processes, which is expected to reduce operating costs and increase competitiveness in the long term.

Main raw material: Natural gas

Countries of origin: USA (domestic), Canada

Cheniere Energy Partners, L.P. primarily imports natural gas, which is used as a raw material for the production of liquefied natural gas (LNG). The majority of this natural gas is sourced from domestic sources within the USA, as the USA has extensive natural gas reserves. In addition, natural gas can be imported from Canada to complement the supply and maximize production capacities.

The strategic location of Cheniere Energy Partners' facilities in the USA enables the company to benefit from the extensive shale gas reserves that have significantly contributed to the increase in natural gas production in recent years.

Market share in the LNG sector: Approx. 15% (2024, estimate) Contractual obligations: Long-term contracts of 20 years with buyers Production capacity: Over 45 million tons per year (2024)

Cheniere Energy Partners, L.P. has a significant competitive advantage in the liquefied natural gas (LNG) production sector due to its strategic positioning and infrastructure. The company operates one of the largest LNG export terminals in the USA, giving it substantial influence in the global LNG market.

A key advantage is the long-term contract structure with buyers, ensuring stable and predictable revenues. These contracts not only secure cash flow but also minimize the risk of price fluctuations in the spot market.

Furthermore, Cheniere benefits from its high production capacity and the ability to quickly respond to market changes. This allows the company to capitalize on the increasing global demand for LNG, especially in Asia and Europe, where the need for cleaner energy sources is growing.

Institutional investor share: approx. 60% (estimated for 2025)

Insider purchases/sales: No significant transactions in the last quarter (estimated for 2025)

The institutional investor share in Cheniere Energy Partners, L.P. typically stands at around 60%, indicating a strong trust from institutional investors in the company. These investors include pension funds, investment funds, and other large financial institutions that prefer long-term investments.

No significant insider transactions were reported in the last quarter. This could suggest that the management and other insiders currently do not see significant changes in their assessment of the company's value. Such information is important as it is often considered an indicator of the management's confidence in the company's future development.

Market share of Cheniere Energy Partners, L.P. (CQP): Estimated around 20% in the LNG export market (2025)

Main competitors and their market shares:

1. Royal Dutch Shell (LNG division): around 25%
2. ExxonMobil (LNG division): around 15%
3. TotalEnergies (LNG division): around 12%
4. Chevron (LNG division): around 10%
5. BP (LNG division): around 8%

Moat of Cheniere Energy Partners, L.P.:

Cheniere Energy Partners, L.P. has a significant moat due to its strategically advantageous location on the U.S. Gulf Coast, allowing for efficient LNG exports. Additionally, the company benefits from long-term off-take agreements that secure stable revenues.

Compared to its competitors, Cheniere has the advantage of being one of the first major LNG exporters in the U.S., giving it a head start in infrastructure and market access. However, larger companies like Royal Dutch Shell and ExxonMobil also have strong moats due to their global presence and diversified energy portfolios, enabling them to maintain a robust market position.

Overall, Cheniere has a significant advantage in the U.S. market, while international competitors excel through their global reach and financial strength.

Revenue growth: 10% (2024) EBITDA growth: 8% (2024) Dividend yield: 7% (2024)

Cheniere Energy Partners, L.P. recorded a revenue growth of 10% in 2024, attributed to increased demand for liquefied natural gas (LNG) and strategic expansion into new markets. The company benefits from long-term supply contracts that ensure stable income.

The EBITDA growth of 8% in 2024 indicates that the company has improved its operational efficiency, contributing to solid profitability. This metric is particularly important as it reflects the company's ability to generate operating profits from its revenue.

With a dividend yield of 7%, Cheniere Energy Partners offers an attractive payout for investors seeking regular returns. This yield is above average compared to many other companies in the energy sector.

Overall, Cheniere Energy Partners demonstrates strong operational performance and offers an attractive dividend yield, making the stock a potentially good investment for investors looking for both growth and income.

Dividend yield: 7.5% (estimated for 2025)

Cheniere Energy Partners, L.P. (NYSE:CQP) is known for paying an attractive dividend. The estimated dividend yield is around 7.5% for the year 2025, based on past payouts and current market trends.

The reliability of the payout is high, as the company has a history of regularly paying dividends. Cheniere Energy Partners benefits from long-term contracts in the liquefied natural gas production sector, providing a stable source of income. This supports the continuous ability to distribute dividends to shareholders.

However, it is important to keep an eye on the volatility of energy prices and geopolitical developments, as these factors could influence the company's future dividend policy.