LNG Shock Causes 8% Surge… Trillions in Funding Flow to Infrastructure Stocks

On the Nasdaq, Golar LNG Limited (GLNG) surged 7.86% on the 19th, closing at $51.75 (approximately KRW 70,000) on trading volume of 7.09 million shares. Its market capitalization rose by about $460 million (roughly KRW 600 billion) from the previous day to around $5.4 billion (KRW 7.3 trillion).

On February 25, the company released preliminary Q4 2025 results, reporting net income of $10.35 million, adjusted EBITDA of $91 million, annual revenue of $390 million, and net income of $113 million, and reaffirmed its quarterly dividend of $0.25 per share. Throughout 2025, Golar LNG secured a series of long-term FLNG contracts, building an estimated $13.7 billion adjusted EBITDA backlog, thereby enhancing its future earnings visibility.

Headquartered in Bermuda, Golar LNG is an LNG infrastructure company that has grown by converting existing LNG carriers into floating liquefaction, storage, and regasification units. With project experience that includes the world’s first commercial FLNG facility and long-term contracts of around 20 years in markets such as Argentina, it is regarded as well-positioned to leverage supply uncertainties and price volatility in the global LNG market.