Monitor for contract awards for FLNG #4 capacity and any financing updates. The 2029 redelivery timeline and 'earliest available' positioning suggest potential for early customer commitments.
Price Chart
Executive Summary
Golar LNG announced the acquisition of the LNG carrier Grace Dahlia from NYK Line for conversion into its fourth FLNG unit (FLNG #4), ordered on August 12, 2026. The vessel has 177,427 cbm storage capacity (~20% larger than the FLNG Esperanza) and is scheduled for redelivery in 2029, positioning it as the earliest available FLNG capacity globally. No purchase price was disclosed.
Key Facts
- Acquired LNG carrier Grace Dahlia from NYK Line for conversion into FLNG #4
- Vessel built in 2013, storage capacity 177,427 cbm
- FLNG #4 ordered on August 12, 2026
- FLNG #4 has ~20% larger storage capacity than the 3.5MTPA FLNG Esperanza
- Conversion at CIMC Raffles Yantai shipyard alongside FLNG Esperanza
- Redelivery scheduled for 2029
- FLNG #4 described as 'world's earliest available FLNG capacity'
- No purchase price disclosed
Financial Impact
Undisclosed acquisition amount for vessel; FLNG #4 conversion represents material capital deployment; no financial terms provided
Risk Factors
- Conversion and shipyard execution risk at CIMC Raffles
- No disclosed purchase price or financing details
- FLNG market demand and LNG price volatility
- Potential delays beyond 2029 redelivery
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001171843-26-006488 |
| Exhibit: exh_991.htm | 0001171843-26-006488 |
| Document: 0001171843-26-006488-index-headers.html | 0001171843-26-006488 |
| Document: 0001171843-26-006488-index.html | 0001171843-26-006488 |
| Document: 0001171843-26-006488.txt | 0001171843-26-006488 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | 6-K | $45.61 | awaiting T+20 | — | $45.21 (−0.88%) |
Oct 19, 2026 8d ago | 6-K | $44.85 | awaiting T+20 | — | $45.21 (+0.80%) |
Oct 19, 2026 8d ago | Press Release | $44.85 | awaiting T+20 | — | $45.21 (+0.80%) |
Oct 7, 2026 20d ago | 6-K | $49.14 | awaiting T+20 | — | $45.21 (−8.00%) |
Sep 24, 2026 4w ago | 6-K | $49.61 $45.61 | ▲ +8.06% | ▲ +6.59% | $45.21 (+8.87%) |
Sep 24, 2026 4w ago | Press Release | $49.61 $45.61 | ▲ +8.06% | ▲ +6.59% | $45.21 (+8.87%) |
Sep 21, 2026 5w ago | 6-K | $51.36 $44.85 | ▼ −12.68% | ▼ −11.77% | $45.21 (−11.97%) |
Sep 21, 2026 5w ago | Press Release | $51.36 $44.85 | ▼ −12.68% | ▼ −11.77% | $45.21 (−11.97%) |
Aug 19, 2026 9w ago | 6-K | $52.24 $50.79 | ▼ −2.78% | ▼ −0.82% | $45.21 (−13.46%) |
Aug 13, 2026 10w ago | 6-K | $51.21 $52.89 | ▲ +3.28% | ▲ +5.03% | $45.21 (−11.72%) |
US Market Status
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