Four US liquefied natural gas vessels set sail for China in May 2026, marking the first direct LNG deliveries to the country under Trump's second term following a year-long pause. This trade resumption, timed to a Trump-Xi summit, spotlights US LNG exporters, terminal operators, and specialized shipping companies as direct beneficiaries.
Published on May 19
For the first time under Trump's second term, US LNG ships are sailing directly to China again. When major trade corridors reopen, the companies that own the pipes, ports, and ships are often the first to feel the benefit.
When the world's two largest economies start trading a strategic commodity again, global energy markets take notice. This group puts you right at the centre of one of the most closely watched geopolitical storylines of 2026.
Professional analysts have identified the full LNG supply chain, from Appalachian gas producers to Pacific-bound tankers, as a potential beneficiary of this trade thaw. These stocks were handpicked to capture that opportunity.
In May 2026, four US liquefied natural gas vessels set sail for China for the first time under Trump's second term, ending a year-long pause in direct trade. Timed to a Trump-Xi summit, this signals a potential thaw in one of the world's most important energy relationships. Our analysts see this as a tactical opportunity across the entire LNG supply chain, from gas producers and export terminals to the specialised ships that carry LNG across the Pacific.
This group spans the full natural gas export journey, including upstream producers, liquefaction terminal operators, and LNG shipping companies. Because these stocks are tied to geopolitical developments between the US and China, they can be sensitive to news around trade diplomacy. The potential upside comes if Chinese buyers commit to long-term American LNG supply, which could drive higher prices, greater export volumes, and stronger shipping demand.
Every stock in this group was handpicked by professional analysts because of its direct connection to the US-China LNG trade corridor. Whether it's America's largest LNG exporter, a specialist shipping fleet, or an Appalachian gas producer feeding Gulf Coast terminals, each company has a clear and identifiable link to this resurgent trade route. These are not random picks — they reflect where expert insight sees the most meaningful opportunity.
This basket's total market capitalisation is $190.03B and is dominated by several large-cap constituents, creating a concentrated, stability-tilted profile. That large-cap anchoring generally implies lower volatility and stronger core-market exposure.
LNG: $53.95B
CQP: $29.82B
EQT: $35.43B
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
+7
Here are a few of the assets in this group. Create an account to unlock the full list.
CHENIERE ENERGY INC
LNG
Current Price
$273.33
Cheniere Energy is the largest US LNG exporter, operating the Sabine Pass and Corpus Christi terminals, making it the most direct beneficiary of resum...
Cheniere Energy is the largest US LNG exporter, operating the Sabine Pass and Corpus Christi terminals, making it the most direct beneficiary of resumed US LNG shipments to China.
CHENIERE ENERGY PARTNERS LP
CQP
Current Price
$67.53
Cheniere Energy Partners owns the Sabine Pass LNG terminal, one of the primary export points for US LNG cargoes headed to China, directly benefiting f...
Cheniere Energy Partners owns the Sabine Pass LNG terminal, one of the primary export points for US LNG cargoes headed to China, directly benefiting from renewed trade flows.
EQT CORPORATION
EQT
Current Price
$53.60
EQT Corporation is the largest US natural gas producer in the Appalachian Basin, and resumed Chinese demand for US LNG supports higher natural gas pri...
EQT Corporation is the largest US natural gas producer in the Appalachian Basin, and resumed Chinese demand for US LNG supports higher natural gas prices that directly benefit its upstream production volumes.
Join Nemo FREE today and unlock every stock
It only takes 60 seconds.
On average, analysts expect assets in this group to grow 206.86% over the next year.
10 of 17 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+206.86%
