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10-QPeriod: Q1 FY2022

Cheniere Energy, Inc. Quarterly Report for Q1 Ended Mar 31, 2022

Filed May 4, 2022For Securities:LNG

Summary

Cheniere Energy, Inc. (LNG) reported a significant net loss of $865 million for the first quarter of 2022, a substantial decrease from the $393 million net income in the prior year's quarter. This loss was primarily driven by a sharp increase in derivative losses, amounting to $3.5 billion (pre-tax), largely due to the appreciation of international LNG commodity curves. Despite the reported net loss, total revenues saw a substantial increase to $7.48 billion from $3.09 billion in Q1 2021, driven by higher LNG prices and increased delivery volumes, including contributions from new liquefaction trains. Operationally, the company achieved substantial completion of Train 6 at the Sabine Pass LNG Terminal in February 2022, boosting its total production capacity. Financially, Cheniere used $1.1 billion of cash to reduce outstanding indebtedness, including early redemption of convertible notes, and continued its share repurchase program and dividend payments. The company maintained a strong liquidity position with $6.66 billion in available liquidity as of March 31, 2022, and reported compliance with all debt covenants.

Financial Statements
Beta
Revenue$7.48B
R&D Expenses$5.00M
SG&A Expenses$96.00M
Operating Expenses$8.10B
Operating Income-$613.00M
Interest Expense$349.00M
Net Income-$865.00M
EPS (Basic)$-3.41
EPS (Diluted)$-3.41
Shares Outstanding (Basic)254.00M
Shares Outstanding (Diluted)254.00M

Key Highlights

  • 1Reported a net loss of $865 million for Q1 2022, a significant decline from a net income of $393 million in Q1 2021, largely due to $3.5 billion in derivative losses.
  • 2Total revenues increased significantly to $7.48 billion in Q1 2022 from $3.09 billion in Q1 2021, driven by higher LNG prices and increased volumes.
  • 3Achieved substantial completion of Train 6 at the Sabine Pass LNG Terminal in February 2022, increasing total production capacity.
  • 4Used $1.1 billion of cash for debt reduction, including the early redemption of convertible notes.
  • 5Maintained a robust liquidity position with $6.66 billion in available liquidity as of March 31, 2022.
  • 6Repurchased $25 million of common stock and paid a quarterly dividend of $0.33 per share.
  • 7Corpus Christi Stage 3 project advanced with an EPC contract signed with Bechtel in March 2022.

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