Golar LNG: A Catalyst-Driven Thesis In 2025

Research Focus - Independent banking research focuses on financials, deep value, special situations, and financial arbitrage [1] - The research adopts an agnostic and apolitical approach to identify durable and uncorrelated cashflows that perform well in both inflationary and deflationary environments [1] Analyst's Position - The analyst holds a beneficial long position in GLNG through stock ownership, options, or other derivatives [2] - The article expresses the analyst's own opinions and is not influenced by compensation or business relationships with mentioned companies [2] Seeking Alpha's Disclosure - Seeking Alpha emphasizes that past performance does not guarantee future results and does not provide investment recommendations or advice [3] - The views expressed in the article may not reflect those of Seeking Alpha as a whole, and the platform is not a licensed securities dealer, broker, or investment adviser [3]