These 3 LNG Stocks Still Have Room to Rise, Says Goldman Sachs

Markets have rallied on optimism about a possible end to the Iran war, but Goldman Sachs warns that lasting damage to global liquefied natural gas (LNG) supply could keep prices elevated even after a resolution. That suggests upside potential for some LNG producers' stocks, making the energy sector a potential outperformer while maintaining inflationary and supply-risk pressures for consumers and energy-intensive industries.

Analysis

Markets have rallied on optimism about a possible end to the Iran war, but Goldman Sachs warns that lasting damage to global liquefied natural gas (LNG) supply could keep prices elevated even after a resolution. That suggests upside potential for some LNG producers' stocks, making the energy sector a potential outperformer while maintaining inflationary and supply-risk pressures for consumers and energy-intensive industries.