Iran war has altered the global natural gas market. Goldman says these 3 stocks will benefit

TL;DR

Goldman Sachs expects the LNG market to remain disrupted through 2027 due to the U.S.-Iran war.
Attacks from Iran have reduced Qatar's LNG export capacity by 17%, affecting about 3% of global supply.
Higher LNG margins (200% average for 2026-2028) and long lead times for new supply are expected to support the industry.
Venture Global is rated 'buy' with a price target of $18.50, implying 17% upside, with raised EBITDA estimates.
Cheniere Energy is also seen as a beneficiary, with a 'buy' rating and a $312 price target, anticipating stock buybacks.
Golar LNG is rated 'buy' with a $60 price target, potentially benefiting from a fourth floating LNG vessel and a strategic review.
A key downside risk for all three companies is the general uncertainty in future energy markets, leading to potential commodity price volatility.

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