Goldman Sachs Recommends Buying 3 Energy Stocks for Profit Upside Amid Iran War Disruptions

Goldman Sachs analysts have updated their earnings estimates for three energy stocks that could benefit from Iran-war disruptions, including Cheniere Energy (LNG), Venture Global (VG), and Golar LNG (GLNG). They expect these companies to capitalize on tighter global gas demand balances and higher prices. Cheniere Energy has contracted cash flows, a solid balance sheet, and upcoming growth catalysts, while Venture Global has a clear and accelerating positive catalyst path for growth. Golar LNG is expected to secure a fourth floating liquefied natural gas vessel and has underappreciated commodity upside and a recent strategic review as positive levers.