Stabilis Solutions Secures Decade-Long LNG Supply Deal for Marine Bunkering.

Stabilis Solutions (SLNG) has secured a decade-long contract to supply LNG for marine bunkering, marking a strategic expansion in the maritime sector. Despite recent revenue challenges, the company's financial health is underpinned by strong balance sheet metrics. Valuation metrics suggest the stock is modestly overvalued with a high P/E ratio compared to historical norms.

Stabilis Solutions, Inc. (Nasdaq: SLNG), a leading provider of clean energy solutions, has announced a significant milestone in its expansion plans with the securing of a 10-year LNG supply agreement for marine bunkering operations. The agreement, announced on October 9, 2025, is set to supply approximately 50 million gallons of Liquefied Natural Gas (LNG) annually to a leading global marine operator at the Port of Galveston Stabilis Solutions Announces Award of Long-Term Marine Bunkering Agreement To Anchor Its Gulf Coast Expansion^[1].

The agreement marks Stabilis' first marine bunkering contract for liquefaction supply from its planned expansion along the Texas Gulf Coast. This long-term contract is expected to commence deliveries in the fourth quarter of 2027, subject to successful financing and construction of the Galveston LNG facility Stabilis Solutions Announces Award of Long-Term Marine Bunkering Agreement To Anchor Its Gulf Coast Expansion^[1]. The facility, once completed, will increase Stabilis' liquefaction capacity from 130,000 gallons-per-day to 480,000 gallons-per-day, significantly boosting its market presence in the Gulf Coast region Stabilis Solutions Announces Award of Long-Term Marine Bunkering Agreement To Anchor Its Gulf Coast Expansion^[1].

The Galveston LNG liquefaction project is anticipated to become Stabilis' largest liquefaction plant by capacity. The company plans to commission a dedicated Jones Act-compliant LNG bunkering vessel to serve the Port of Galveston, creating a fully integrated last-mile LNG delivery solution Stabilis Solutions Announces Award of Long-Term Marine Bunkering Agreement To Anchor Its Gulf Coast Expansion^[1]. The project is expected to be completed by the second quarter of 2028, with financing expected to be finalized by the first quarter of 2026 Stabilis Solutions Announces Award of Long-Term Marine Bunkering Agreement To Anchor Its Gulf Coast Expansion^[1].

Despite recent revenue challenges, Stabilis' financial health remains robust, as indicated by strong balance sheet metrics. The company's valuation metrics, however, suggest that the stock is modestly overvalued, with a high P/E ratio compared to historical norms Stabilis Solutions, Inc. Stock^[3].

The 10-year bunkering agreement represents approximately 40% of the Galveston LNG facility's planned capacity and serves as a key anchor contract to advance the project Stabilis Solutions Announces Award of Long-Term Marine Bunkering Agreement To Anchor Its Gulf Coast Expansion^[1]. Stabilis is actively engaged in discussions with additional customers to contract the remaining capacity of the facility Stabilis Solutions Announces Award of Long-Term Marine Bunkering Agreement To Anchor Its Gulf Coast Expansion^[1].

Evercore is serving as the financial advisor to Stabilis in the financing and structuring of this transaction, underscoring the company's commitment to maintaining balance sheet discipline and a return-driven approach towards capital allocation Stabilis Solutions Announces Award of Long-Term Marine Bunkering Agreement To Anchor Its Gulf Coast Expansion^[1].