DTEK, Ukraine’s largest private energy company, recently announced it is in talks with Venture Global to secure additional liquefied natural gas (LNG) supplies from the Plaquemines LNG facility in Louisiana as Ukraine faces increased strains on its energy infrastructure.
This development spotlights the growing importance of U.S.-Ukraine energy collaboration amid shifting European energy dynamics and ongoing geopolitical challenges.
Next, we’ll explore how these high-stakes LNG supply negotiations reflect Venture Global’s role in supporting energy security for key international partners.
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To own Venture Global stock, I think you need to believe in the long-term thesis of global LNG demand and the company’s ability to secure large, multi-decade export deals across critical geographies. The recent news of potential expanded LNG sales to Ukraine highlights both Venture Global’s value as an emerging supplier to energy-vulnerable nations and its exposure to fast-shifting geopolitical priorities. In the near term, this announcement may support the narrative around new contract wins, which has been an important catalyst given the company’s ongoing project development, but it may not materially shift the biggest risks. These continue to revolve around ongoing arbitration outcomes (with recent setbacks like the BP ruling), elevated management turnover, inexperienced board leadership, and the company trading below consensus fair value with significant price volatility. However, sustained contract momentum could ease some overhang as time goes on.
On the other hand, recent legal and management challenges remain critical risks for investors to watch.
Venture Global’s shares have been on the rise but are still potentially undervalued by 35%. Find out what it’s worth.
VG Community Fair Values as at Oct 2025
Market fair value estimates from eight Simply Wall St Community members range from as low as US$2.55 to US$25.45 per share. While these retail investor forecasts show wide disagreement, it’s worth considering how ongoing litigation and leadership turnover could weigh on Venture Global’s performance. Multiple viewpoints highlight just how differently investors are seeing the fundamentals right now.
Explore 8 other fair value estimates on Venture Global – why the stock might be worth less than half the current price!