New York, Feb 19, 2026, 10:14 EST — Regular session
- Venture Global picked up another 4.5% in the morning session, building on gains from Wednesday’s rebound.
- Oil climbed close to six-month highs, fueled by fresh concerns over U.S.-Iran tensions in the Middle East.
- All eyes now turn to Venture Global’s March 2 results, with investors watching closely for news on ongoing contract disputes.
Venture Global Inc climbed roughly 4.5% to $9.98 Thursday morning, extending the previous session’s strong advance. The LNG exporter had just come off a turbulent week. (Source: Investing)
This matters—Venture Global’s been trading like a momentum play lately, with volatile swings, chunky volume, and the market hashing out how to value litigation risk versus its export cash flow. Results land soon, and now traders are zeroing in on macro cues and headline-driven moves.
Crude rallied again Thursday, keeping oil near six-month peaks as traders sized up the potential fallout from escalating U.S.-Iran tensions. The Strait of Hormuz, once more a hot spot, drew fresh attention. “The latest rise in prices signals a further increase to an already notable geopolitical risk premium,” said Ole Hansen, an analyst at Saxo Bank. (Source: Reuters)
Stocks in the U.S. closed up on Wednesday, Reuters said, as energy shares outperformed after oil surged over 4% during the session. (Source: Reuters)
Venture Global shares tumbled Tuesday, only to surge by Wednesday’s close. After that two-day rally, the stock sits above its mid-February trough, but the bigger slide from last year’s post-IPO highs remains intact.
Venture Global has circled March 2 for its next major event: the company will report fourth-quarter 2025 results and host a conference call before the bell that day, it confirmed earlier this month. (Source: Ventureglobal)
Investors are watching for updates on large-scale projects. On Feb. 2, Venture Global filed details about an engineering, procurement and construction contract related to Phase 2 of its CP2 project, a significant export venture in Louisiana. (Source: Sec)
Venture Global has drawn attention ever since it went public. The company pulled in $1.75 billion from its U.S. IPO, according to Reuters, with the prospectus listing shares at $25 apiece. (Source: Reuters ; Sec)
The legal wrangling isn’t over yet. Shell’s fraud allegations have run into stiff resistance from Venture Global, which Reuters said in December was fighting the claims in arbitration after previous run-ins tied to LNG cargoes. (Source: Reuters ; Reuters)
The political climate is changing as well. Last year, U.S. LNG exporters ended up using more natural gas than both households and commercial users combined, Reuters columnist Gavin Maguire reported on Wednesday. The result? Tighter supply, and now LNG is squarely in the cost-of-living spotlight. (Source: Reuters)
Still, there’s a hitch to the stock’s rebound: Reuters noted in January that a fresh surge in global LNG supply is on the horizon, likely dragging down prices and crimping margins—even as new U.S. projects come online. (Source: Reuters)
Thursday’s remainder has traders eyeing both Middle East news and U.S. stockpiles for direction on energy prices. By next week, attention pivots hard to March 2—Venture Global steps up then, updating the market on volumes, project schedules, and where it stands on arbitration risk.
