Venture Global: Iran War Helps Bridge Two Soft Years Before Growth Shoots

2026-04-13 09:19:14 ET

I have covered Venture Global, Inc. ( VG ) before , where I outlined the company’s background in detail and explained why I considered it an attractive buy despite some risks. Those risks materialized when BP (BP) won the arbitration case . The main problem is not only the possible fine itself that could reach more than $3.7 billion , but that Venture Global business model was based on selling as much spot cargos as possible before the plants were commissioned. This is the main reason why 2026 guidance is below 2025 figures, as I will discuss later....

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