3 U.S. LNG Stocks Tied To The Alaska LNG Project Opportunity

An energy mega project rarely lands in the headlines with a US$50b price tag and a potential buyer as large as South Korea. Yet that is what the Alaska LNG story now dangles in front of U.S. LNG and natural gas infrastructure stocks, along with the risk that tariff talk and policy uncertainty choke it off. This article unpacks how that crossroads could affect three specific U.S. stocks exposed to this news.

The three U.S. LNG and natural gas infrastructure stocks below are just a small sample. The full screen surfaced 41 more companies with equally interesting LNG linked narratives that are not covered here. To identify and analyze the highest conviction ideas first, head straight into the U.S. LNG and Natural Gas Infrastructure Stocks screener.

Texas Pacific Land (TPL)

Texas Pacific Land taps directly into Permian Basin drilling and midstream buildout. As a result, any expansion in U.S. gas and LNG infrastructure can indirectly feed its royalty and surface income streams.

Texas Pacific Land runs a land and resource management business in the Permian Basin, with about US$553 million from that segment and US$344 million from water services, on total U.S. revenue of roughly US$898 million and a market value near US$23.5b.

"Reliance on oil royalties and Permian Basin activity faces long-term risks from decarbonization, reserve declines, and regulatory challenges, threatening growth and margin stability."

A key question is what happens if a relatively quiet shift in how future projects are treated in this region starts to pressure the rich economics investors currently expect.

If that pressure is building quietly, read the full narrative for Texas Pacific Land to see how those risks might be masking fresh royalty and water upside potential.

Rattler Midstream (RTLR)

Rattler Midstream owns and operates crude oil and water pipelines across the Permian’s Midland and Delaware Basins, tying it directly into the U.S. LNG and natural gas infrastructure story through gathering systems that feed broader gas and liquids flows, with a market value of about US$2.2b.

For investors focused on LNG-linked U.S. infrastructure, Rattler Midstream offers exposure to Permian gathering systems that can feel the impact of any shift in gas throughput tied to export capacity, especially if one unresolved funding pressure changes how aggressively expansion is financed.

If that funding pressure is what you care about, go straight to the 2 key rewards and 2 important warning signs (1 is major!) to see how Rattler Midstream’s pipeline economics could shift next.

DNOW (DNOW)

DNOW supplies the pipes, valves, fittings, and pumps that keep LNG terminals and gas pipelines physically built, giving it direct exposure to midstream and export infrastructure demand while generating about US$4.1b from wholesale distribution and carrying a market value near US$2.8b.

For LNG and gas infrastructure investors, DNOW matters because it sells the nuts-and-bolts hardware that turns big project announcements into actual flowing capacity, and its midstream push has quietly reshaped how much of that toolkit is wired into this theme.

"Expansion into midstream market through the acquisition of Whitco is expected to bolster supply chain capabilities, particularly in the aging and undersized midstream infrastructure. This may potentially increase revenues by accessing a larger market and offering day-to-day MRO and capital project opportunities."

What really moves the needle from here is how one pressure on future profitability interacts with that expanding LNG and midstream order book.

That profitability pressure is only the starting point. Read the full narrative for DNOW to see how DNOW’s LNG exposure and midstream push could be masking accelerating upside.

Seeking Alternatives Before Momentum Flies

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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