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Venture Global Q1 2025 Earnings Call Summary

Management Comments and Q&A Notes

May 13, 2025

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Venture Global delivered a strong Q1 2025 performance with materially positive developments, particularly the declaration of Commercial Operations Date (COD) at Calcasieu Pass and significant progress at Plaquemines LNG. The tone of the call was confident and constructive, reflecting strong execution, favorable market conditions, and robust contracting activity.

1. Project Development Status

Calcasieu Pass

Plaquemines LNG

2. LNG Production Levels (Historical & Forecast)

3. Maintenance, Turnarounds, Shut-ins

5. Upcoming Projects – Size, Start Dates, Ramp Schedule

CP2 LNG

6. Global LNG Demand & Contracts

7. Pipelines, LNG Projects, and Energy Infrastructure

8. Market Activity, Tariffs, Global Market Commentary