Commodity PricesPersistently low global gas prices may cause Cheniere's stock to be assessed based on short-term metrics, adding valuation pressure.
Financial PerformanceCheniere's EBITDA guidance for 2024 fell short of expectations, potentially leading to a weaker terminal value for the company.
Guidance And EarningsCheniere's guidance range faces limited upside surprises due to reduced marketing capacity and a less favorable international arbitrage situation.