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8-K ·Filed Oct 5, 2026

NFE

New Fortress Energy Inc.
BEARISH
Impact 6/10
Horizonweeks Processed22d 7h ago SEC0001749723-26-000166
8-K context-dependent: Items 8.01
Actionable Insight ▼ Bearish

The outage of the Fast LNG unit represents a material operational disruption for a key asset. Monitor subsequent disclosures for production loss quantification, replacement LNG procurement costs, and any impact on contractual obligations. The Q4 return-to-service timeline suggests at least several weeks of lost production.

DirectionBearish
Confidencehigh
Horizonweeks
Latest settled — T+5d
NFE ▼ -28.11% at T+5d
SHORT call ✓ call won +28.11% · α vs SPY +28.53% · entry $5.87 → $4.22
Next anchor: T+20d in 6d
Latest observation: T+12 +66.00% FF3 residual α
Entry = T+0 close
Oct 5, 2026
via day close
T+1d
-6.13%
call +6.13% · α +6.68%
$5.51
settled 21d ago
T+5d
-28.11%
call +28.11% · α +28.53%
$4.22
settled 15d ago
T+20d
Pending
in 6d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

New Fortress Energy disclosed that its Fast LNG unit is offline due to a mechanical issue with the facility's gas turbine. The company is working with the turbine manufacturer to restore operations and expects the unit to return to service during Q4 2026. No financial impact or production loss estimates were provided.

Key Facts

  • Fast LNG unit is offline due to a mechanical issue with the facility's gas turbine
  • Company expects the Fast LNG unit to return to service during the fourth quarter of 2026
  • No financial impact, production loss, or replacement LNG cost estimates provided in the filing

Financial Impact

Unquantified — no production loss, revenue impact, or replacement LNG cost figures disclosed

revenueproduction

Risk Factors

  • Extended downtime beyond Q4 if turbine repair is complex or parts are delayed
  • Potential contract penalties or customer disputes if LNG delivery commitments are missed
  • Higher spot-market LNG procurement costs if replacement volumes are needed
  • Risk of additional mechanical issues at other FLNG units

Investment Themes

Traditional Energy

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001749723-26-000166
Document: 0001749723-26-000166-index-headers.html0001749723-26-000166
Document: 0001749723-26-000166-index.html0001749723-26-000166
Document: 0001749723-26-000166.txt0001749723-26-000166
14 reports for NFE
Performance horizon
25% Hit rate @ T+5 1 of 4 directional calls Went positive at some point 1 of 4 best @ T+5▲ +5.53%Oct 14, 2026
Filters
Rows
Reports for NFE — sortable, filterable
TypeNow
Oct 14, 2026
12d ago
SC 13D/A
BEARISH ★ 6/10
$3.98 $3.76▲ +5.53%▲ +5.98%$3.55 (+10.80%)
Oct 7, 2026
19d ago
SC 13G
NEUTRAL ★ 4/10
$4.32 $4.18▼ −3.24%▼ −2.96%$3.55 (−17.82%)
Oct 7, 2026
20d ago
SC 13G
NEUTRAL ★ 4/10
$4.96 $3.98▼ −19.68%▼ −18.70%$3.55 (−28.36%)
Oct 6, 2026
20d ago
SC 13G
NEUTRAL ★ 4/10
$4.96 $3.98▼ −19.68%▼ −18.70%$3.55 (−28.36%)
Oct 5, 2026
22d ago
8-K
BEARISH ★ 6/10
$5.87 $4.22▲ +28.11%▲ +28.53%$3.55 (+39.52%)
Oct 1, 2026
25d ago
3
NEUTRAL ★ 4/10
$6.57 $4.35▼ −33.79%▼ −34.95%$3.55 (−45.97%)
Sep 23, 2026
4w ago
3
NEUTRAL ★ 1/10
$6.40 $6.27▼ −2.03%▼ −1.36%$3.55 (−44.53%)
Sep 18, 2026
5w ago
SC 13D
BULLISH ★ 7/10
$10.82 $6.48▼ −40.11%▼ −39.09%$3.55 (−67.19%)
Sep 15, 2026
5w ago
SC 13D/A
BULLISH ★ 7/10
$12.51 $6.40▼ −48.84%▼ −50.67%$3.55 (−71.62%)
Jun 25, 2026
17w ago
8-K
BEARISH ★ 7/10
$0.3359 $0.3781▼ −12.56%▼ −9.51%$3.55 (−956.86%)
Showing 10 of 14

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Report published Oct 5, 2026