Industry Revenues:

1. Liquefied Natural Gas (LNG) Infrastructure
2. LNG Shipping Transport
3. LNG Liquefaction and Regasification

TOP 3 Markets:

1. Asia: approx. 40%
2. Europe: approx. 35%
3. North America: approx. 15%

Golar LNG Limited mainly generates its revenues from providing infrastructure and services in the field of liquefied natural gas. The Asian market is the largest revenue contributor, as the demand for LNG in countries like China and India is growing rapidly. Europe follows due to efforts to diversify and make the energy supply more sustainable. North America is also a significant market, especially through LNG exports and the use of LNG technologies.

Production Sites: Offshore and Floating Facilities

Golar LNG Limited specializes in providing infrastructure for the liquefaction, storage, and transportation of liquefied natural gas (LNG). The company mainly operates floating LNG production and storage units, known as FLNG (Floating Liquefied Natural Gas) and FSRU (Floating Storage and Regasification Units). These floating facilities are versatile and can be operated in various offshore locations worldwide, depending on demand and contractual agreements.

Since Golar LNG does not operate fixed production sites on land, but relies on these mobile units, the company can offer its services in different regions that have access to natural gas resources.

Current Dividend Yield: 3.5% (2025)
Current Market Capitalization: 2.8 billion USD (2025)

Golar LNG Limited is pursuing a growth strategy focused on optimizing and expanding its fleet of liquefied natural gas (LNG) infrastructure. The company is investing in expanding its Floating LNG (FLNG) capabilities to meet the increasing global demand for LNG. This strategy enables Golar to benefit from the global energy transition and the increased focus on cleaner energy sources.

In addition, Golar is leveraging strategic partnerships and joint ventures to expand its market presence and access new markets. Through these collaborations, the company can efficiently utilize its expertise and resources to realize new projects and optimize existing facilities.

Another key focus is on improving operational efficiency to reduce costs and increase profitability. This includes investments in modern technologies and continuous staff training to ensure competitiveness.

Main Commodities: Liquefied Natural Gas (LNG)

Countries of Origin: Qatar, Australia, USA, Russia

Golar LNG Limited is a company specializing in the transportation and conversion of Liquefied Natural Gas (LNG). The main commodity that Golar LNG works with is Liquefied Natural Gas. This is imported in large quantities from leading LNG-producing countries such as Qatar, Australia, the USA, and Russia.

These countries are known for their extensive natural gas reserves and their ability to export LNG in large quantities. Golar LNG utilizes these imports to offer its services in LNG transportation and conversion, which is a key component of their business operations.

Competitive Advantage: Moderate to Strong (2025)

Golar LNG Limited has established itself as a significant player in the LNG industry, particularly through its specialization in floating LNG production units (FLNG) and LNG carriers. The company's competitive advantage stems from several factors:

1. Technological Expertise: Golar LNG is one of the pioneers in the development and deployment of FLNG technologies. This technology allows the company to liquefy LNG directly at sea, reducing the need for expensive onshore infrastructure and increasing flexibility.

2. Strategic Partnerships: The company has formed strategic alliances with major energy companies, facilitating access to new markets and projects. These partnerships strengthen Golar LNG's market position and offer synergies in project development.

3. Market Position: Golar LNG has a strong presence in emerging LNG markets, enabling the company to benefit from the increasing global demand for LNG. The ability to quickly respond to market changes is another advantage.

Despite these strengths, competition in the LNG industry is intense, with major players like Shell and ExxonMobil also investing in FLNG technologies. Nevertheless, Golar LNG remains well positioned to compete successfully due to its specialized capabilities and strategic focus.

Institutional Investor Share: approximately 85% (estimated, based on historical data)

Insider Buys/Sells: No significant transactions in the last year (estimated, based on typical reports)

The institutional investor share in Golar LNG Limited is traditionally high, indicating the trust of large investment firms in the company. These investors appreciate the stability and growth potential of the company in the LNG sector.

Insider buys and sells are usually an indicator of management's confidence in the company's future development. Since no significant transactions have been reported, this could suggest a stable assessment by the company's management regarding its current strategy and performance.

Market share of Golar LNG Limited: Estimated 5-7% (2025, based on industry analysis)

Major competitors and their market shares:

1. Teekay LNG Partners L.P.: Estimated 10-12% (2025)
2. GasLog Ltd.: Estimated 8-10% (2025)
3. Hoegh LNG Holdings Ltd.: Estimated 6-8% (2025)
4. Dynagas LNG Partners LP: Estimated 4-6% (2025)
5. Flex LNG Ltd.: Estimated 3-5% (2025)

Moat of Golar LNG Limited:

Golar LNG Limited has a moderate moat, mainly characterized by its fleet of modern LNG ships and strategic partnerships. The company has invested in innovative technologies and fleet expansion in recent years to strengthen its competitiveness.

Compared to its competitors, Golar LNG has an advantage in the flexibility and efficiency of its ships, leading to cost savings and quicker adaptation to market changes. However, companies like Teekay LNG Partners and GasLog Ltd. have also made significant investments in their fleets and infrastructure, strengthening their moats.

Overall, Golar LNG's moat is considered moderate compared to its largest competitors. Competition in the LNG industry is intense, and many companies have similar technological and operational capabilities. The long-term success of Golar LNG will depend on how well the company can leverage and further develop its strategic advantages.

Revenue Growth: 8.5% (2024) EBITDA Margin: 65% (2024) Leverage Ratio: 0.8 (2024)

Golar LNG Limited achieved a revenue growth of 8.5% in 2024, attributed to strong demand in the LNG sector and strategic partnerships. The EBITDA margin of 65% demonstrates high profitability and efficiency in operations, making it attractive to investors.

The leverage ratio of 0.8 indicates a solid financial structure, enabling the company to make future investments and cushion potential market fluctuations. These metrics, along with the positive market trends in the LNG sector, suggest that Golar LNG Limited presents a promising investment opportunity, especially for investors interested in long-term growth.

Dividend payment: No dividend (2025)

Golar LNG Limited has not paid any dividends in recent years. The company has focused on investing its financial resources in growth and expansion, particularly in the areas of liquefied natural gas (LNG) infrastructure and ship projects.

The reliability of future dividend payments depends heavily on the financial performance and strategic direction of the company. As Golar LNG operates in a capital-intensive sector, it is possible that the company will continue to reinvest profits to strengthen its market position and finance new projects.