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1. Company Snapshot

1.a. Company Description

Cheniere Energy Partners, L.P., through its subsidiaries, owns and operates natural gas liquefaction and export facility at the Sabine Pass liquefied natural gas (LNG) terminal located in Cameron Parish, Louisiana.The company's regasification facilities include five LNG storage tanks with an aggregate capacity of approximately 17 billion cubic feet equivalent; two marine berths that accommodate vessels with capacity of up to 266,000 cubic meters; and vaporizers with regasification capacity of approximately 4 billion cubic feet per day.It also owns a 94-mile pipeline that interconnects the Sabine Pass LNG terminal with various interstate pipelines.


Cheniere Energy Partners GP, LLC serves as the general partner of the company.The company was founded in 2003 and is headquartered in Houston, Texas.

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1.b. Last Insights on CQP

Cheniere Energy Partners, L.P.'s recent performance was negatively impacted by an increase in total operating costs, which partially offset the positives of higher margins per MMBtu of delivered LNG. The company's Q1 earnings gain was tempered by rising expenses, which may indicate escalating operational costs. Furthermore, the recent news of increased costs may lead to concerns about the company's ability to maintain its distribution guidance for the full year 2025.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Cheniere Partners Q3 Earnings Miss Estimates on Higher Expenses

Nov -05

Source: zacks.com

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Cheniere Energy Partners, L.P. (CQP) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

Oct -30

Source: zacks.com

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Cheniere Partners Reports Third Quarter 2025 Results and Reconfirms Full Year 2025 Distribution Guidance

Oct -30

Source: businesswire.com

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Comparing Cheniere Energy Partners (NYSE:CQP) and Environmental Power (OTCMKTS:EPGRQ)

Oct -30

Source: defenseworld.net

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Wall Street Can't Stand This 12%-Yielding Bear Portfolio

Aug -24

Source: forbes.com

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Cheniere Partners Q2 Earnings Miss Estimates, Revenues Beat

Aug -11

Source: zacks.com

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Cheniere (CQP) Q2 Revenue Jumps 30%

Aug -07

Source: fool.com

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Cheniere Partners Reports Second Quarter 2025 Results and Reconfirms Full Year 2025 Distribution Guidance

Aug -07

Source: businesswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.85%)

6. Segments

Liquefied Natural Gas

Expected Growth: 6%

Cheniere Energy Partners' 6% growth in Liquefied Natural Gas (LNG) is driven by increasing global demand, particularly from Asia, and the company's strategic expansion into new markets. Rising production capacity, improved operational efficiency, and favorable long-term contracts also contribute to this growth.

Liquefied Natural Gas - Affiliate

Expected Growth: 5.5%

Cheniere Energy Partners' LNG affiliate benefits from increasing global demand for clean energy, driven by environmental policies and energy security concerns. The growth is also fueled by the company's strategic location, allowing for efficient exports to high-demand markets, and its cost-competitive production capabilities.

Regasification

Expected Growth: 5%

Cheniere Energy Partners' regasification growth is driven by increasing global LNG demand, strategic US Gulf Coast location, and long-term contracts with creditworthy counterparties. Additionally, the partnership's ability to provide flexible and reliable LNG supply, coupled with its low-cost operations and expansion projects, supports its 5% growth rate.

Other

Expected Growth: 4.5%

Cheniere Energy Partners, L.P.'s 4.5% growth is driven by increasing demand for liquefied natural gas (LNG), expansion of Sabine Pass and Corpus Christi terminals, and rising global energy demand. Additionally, strategic partnerships, cost savings initiatives, and a strong balance sheet support the company's growth momentum.

7. Detailed Products

LNG

Liquefied Natural Gas, a natural gas that has been converted to a liquid state, making it easier and more cost-effective to store and transport.

Natural Gas

A fossil fuel composed primarily of methane, used as a clean-burning fuel for power generation, industrial processes, and heating.

Regasification Services

Services provided to receive, store, and regasify LNG, making it available for use in the natural gas pipeline system.

Pipeline Transportation Services

Services provided to transport natural gas through pipelines, connecting supply sources to demand markets.

Terminal Services

Services provided to receive, store, and deliver LNG, natural gas, and other hydrocarbons.

8. Cheniere Energy Partners, L.P.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Cheniere Energy Partners, L.P. operates in the liquefied natural gas (LNG) industry, which has limited substitutes. However, the increasing adoption of renewable energy sources and energy storage technologies poses a moderate threat of substitutes.

Bargaining Power Of Customers

Cheniere Energy Partners, L.P. has a diversified customer base, including major oil companies, utilities, and trading companies. However, the company's customers have limited bargaining power due to the lack of alternative suppliers.

Bargaining Power Of Suppliers

Cheniere Energy Partners, L.P. relies on a few major suppliers for its LNG feedstock. While the company has some bargaining power due to its large scale, the suppliers also have some bargaining power due to the limited availability of LNG supply.

Threat Of New Entrants

The LNG industry has high barriers to entry, including significant capital requirements, regulatory hurdles, and technical expertise. This limits the threat of new entrants and provides a competitive advantage to established players like Cheniere Energy Partners, L.P.

Intensity Of Rivalry

The LNG industry is highly competitive, with several established players competing for market share. Cheniere Energy Partners, L.P. faces intense rivalry from companies like ExxonMobil, Shell, and Total, which could impact its market share and pricing power.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 94.98%
Debt Cost 6.38%
Equity Weight 5.02%
Equity Cost 7.32%
WACC 6.43%
Leverage 1892.43%

11. Quality Control: Cheniere Energy Partners, L.P. passed 6 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Cheniere Energy Partners

A-Score: 7.5/10

Value: 7.2

Growth: 6.8

Quality: 7.1

Yield: 10.0

Momentum: 6.5

Volatility: 7.7

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A-Score: 7.3/10

Value: 4.7

Growth: 5.3

Quality: 6.7

Yield: 10.0

Momentum: 7.0

Volatility: 10.0

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Enterprise Products Partners

A-Score: 6.9/10

Value: 5.7

Growth: 5.0

Quality: 4.9

Yield: 10.0

Momentum: 6.0

Volatility: 10.0

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Energy Transfer

A-Score: 6.7/10

Value: 7.2

Growth: 3.6

Quality: 4.1

Yield: 10.0

Momentum: 6.0

Volatility: 9.3

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Williams

A-Score: 6.2/10

Value: 2.0

Growth: 4.6

Quality: 5.6

Yield: 8.0

Momentum: 8.0

Volatility: 9.0

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ONEOK

A-Score: 6.0/10

Value: 5.5

Growth: 5.2

Quality: 4.8

Yield: 10.0

Momentum: 2.0

Volatility: 8.3

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

55.82$

Current Price

55.82$

Potential

-0.00%

Expected Cash-Flows