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6-K ·Filed Nov 4, 2026

DLNG

Dynagas LNG Partners LP
BEARISH
Impact 6/10
Horizonmonths Processed1d 2h ago SEC0001317861-26-000054
Notable filing: 6-K
Actionable Insight ▼ Bearish

Monitor the company's ability to secure non-U.K. service providers before the January 1, 2027 deadline. Any charter disputes or off-hire events would directly impact cash flows and the sustainability of the $0.05 quarterly distribution.

DirectionBearish
Confidencehigh
Horizonmonths

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Executive Summary

Dynagas LNG Partners LP declared a $0.05 per common unit quarterly distribution for Q3 2026 and disclosed that U.K. sanctions on Russian-origin LNG maritime services, effective January 1, 2027, will require replacing key U.K.-based service providers for two vessels under long-term Yamal charters. The charterer accounted for 34.5% of total revenues in H1 2026, and any disruption could materially affect operations, cash flows, and distribution capacity.

Key Facts

  • Quarterly cash distribution declared at $0.05 per common unit for Q3 2026, payable November 20, 2026.
  • U.K. sanctions prohibit maritime transportation services for Russian-origin LNG from January 1, 2027.
  • Two vessels (Yenisei River, Lena River) are on time charters with Yamal Trade Pte. Ltd. extending to 2033/2034.
  • The charterer accounted for 34.5% of total revenues in the six months ended June 30, 2026.
  • Replacement of U.K.-based service providers (e.g., insurers) may not be available on comparable terms or at all.
  • Loss of revenue under either Yamal charter could cause an event of default under debt agreements.

Financial Impact

34.5% of H1 2026 total revenue at risk from potential disruption to two long-term charters

revenuecash flowsdistribution capacitydebt covenant compliance

Risk Factors

  • Inability to replace U.K. insurers and service providers on comparable terms could disrupt vessel operations
  • Potential early termination of Yamal charters or litigation with the charterer
  • Event of default under debt agreements if revenue is lost
  • Material adverse effect on business, financial condition, and ability to make distributions

Market Snapshot

Exchange
NYSE
Sector
Water Transportation
Analyst Consensus
86% bullish (7 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001317861-26-000054
Document: 0001317861-26-000054-index-headers.html0001317861-26-000054
Document: 0001317861-26-000054-index.html0001317861-26-000054
Document: 0001317861-26-000054.txt0001317861-26-000054
Earnings Context (Synthetic; results releases only)0001317861-26-000054
16 reports for DLNG
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for DLNG, sortable and filterable
TypeNow
Nov 4, 2026
1d ago
6-K
BEARISH ★ 6/10
$3.21awaiting T+1awaiting T+1$3.04 (+5.30%)
Nov 3, 2026
2d ago
Press Release
BEARISH ★ 6/10
$3.14 $3.04▲ +3.18%▼ −1.22%$3.04 (+3.18%)
Oct 29, 2026
7d ago
6-K
NEUTRAL ★ 2/10
$3.26 $3.17▼ −2.76%▼ −2.28%$3.04 (−6.75%)
Oct 23, 2026
13d ago
6-K
NEUTRAL ★ 3/10
$3.28 $3.30▲ +0.61%▲ +0.05%$3.04 (−7.32%)
Oct 22, 2026
14d ago
Press Release
NEUTRAL ★ 2/10
$3.32 $3.28▼ −1.20%▼ −1.92%$3.04 (−8.43%)
Oct 13, 2026
23d ago
6-K
BULLISH ★ 6/10
$3.46 $3.42▼ −1.16%▼ −1.44%$3.04 (−12.14%)
Sep 2, 2026
9w ago
Press Release
NEUTRAL ★ 1/10
$3.70 $3.66▼ −1.08%▼ −0.70%$3.04 (−17.84%)
Sep 1, 2026
9w ago
Press Release
NEUTRAL ★ 1/10
$3.79 $3.76▼ −0.79%▼ −1.24%$3.04 (−19.79%)
May 29, 2026
22w ago
6-K
MIXED ★ 6/10
$26.40 $26.30▼ −0.38%▼ −0.52%$3.04 (−88.48%)
May 22, 2026
23w ago
Press Release
NEUTRAL ★ 1/10
$3.85 $3.87▲ +0.52%▲ +0.56%$3.04 (−21.04%)
Showing 10 of 16

US Market Status

Market Closed · Opens Mon (62h 27m)

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Report published Nov 4, 2026