NextDecade: The LNG Upside Is Worth The Risk

NextDecade Corporation is transitioning from the development to the execution phase with Rio Grande LNG, making it a de-risking story with upside potential. Trains 1-5 are under construction, with the first gas expected in H2 2026 and initial LNG production from Train 1 planned for 2027, serving as key catalysts. Long-term contracts with major counterparties like TotalEnergies, ADNOC, and Aramco reduce commercial risk, though construction, financing, and regulatory risks remain material.

Seeking Alpha • Jun 9, 2026

NextDecade Corporation Announces Appointment of John Zuklic as New Chief Financial Officer

HOUSTON--(BUSINESS WIRE)--NextDecade Corporation (NextDecade or the Company) (NASDAQ: NEXT) announced today the appointment of John Zuklic as the Company's new Chief Financial Officer, effective July 6, 2026. Mike Mott, who is currently the Company's Interim Chief Financial Officer, will return to his previous role as Senior Vice President of Enterprise Transformation. John Zuklic brings significant expertise after more than 30 years in the energy industry, including senior finance roles in cap.

Business Wire • Jun 3, 2026

Trump's Science Advisor Calls Nuclear EO ‘Most Consequential Day' Since Atoms for Peace in 1953

When a sitting administration's top science advisor invokes Eisenhower's 1953 Atoms for Peace speech to frame a present-day policy move, investors should pay attention.

24/7 Wall Street • May 25, 2026

NextDecade sees Middle East conflict boosting long-term LNG ship charters

Ongoing conflict in the Middle East and other disruptions will lead to more companies hiring LNG ships under long-term contracts rather than on the spot market, NextDecade ​shipping vice president Peter Fitzpatrick said on Wednesday at an event in Houston.

Reuters • May 6, 2026

NextDecade Corporation (NEXT) Q1 2026 Earnings Call Transcript

NextDecade Corporation (NEXT) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 1, 2026

NextDecade Provides First Quarter 2026 Business Update

HOUSTON--(BUSINESS WIRE)--NextDecade Corporation (“NextDecade” or the “Company”) (NASDAQ: NEXT) today provided an update on developmental and strategic activities for the first quarter of 2026. CEO Commentary “NextDecade is continuing to progress rapidly toward first LNG at the Rio Grande LNG Facility as we work with Bechtel to construct our trains safely, on budget, and ahead of schedule,” said Matt Schatzman, NextDecade Chairman and CEO. “Phase 1 continues to track ahead of the guaranteed sub.

Business Wire • May 1, 2026

NextDecade Announces Timing of First Quarter 2026 Investor Call

HOUSTON--(BUSINESS WIRE)--NextDecade Corporation (‟NextDecade” or the ‟Company”) (NASDAQ: NEXT) announced today that it will host a conference call and webcast on Friday, May 1, 2026, at 11:00 a.m. Eastern Time (10:00 a.m. Central Time) to discuss developments from the first quarter of 2026. The Company expects to issue an accompanying press release and presentation that day before the market opens. The press release, presentation, and webcast may be accessed through the Company's website at ht.

Business Wire • Apr 13, 2026

FERC approves NextDecade's request for more workers and longer hours at Texas site

U.S. federal regulators on Friday approved a request by NextDecade to increase the peak number of construction workers ​at its Rio Grande LNG project in Texas, ‌according to a regulatory filing.

Reuters • Apr 10, 2026

Why NextDecade Stock Jumped Today

Conflict in the Middle East is driving governments to seek out alternative supplies of energy. NextDecade could be part of the solution.

The Motley Fool • Apr 3, 2026

LNG stocks surge on Mideast conflict: is demand at risk from high prices?

Shares of US liquefied natural gas (LNG) companies have rallied sharply amid the ongoing Iran conflict, as rising global gas prices boost near-term profitability. However, analysts warn that sustained high prices could undermine long-term demand and complicate expansion plans for the industry.

Invezz • Apr 2, 2026