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# Energy Transfer: Lake Charles Shock, EBITDA Miss And A Bearish Rollover Into 2026 (Archive)
- URL: https://www.huntingalphas.com/energy-transfer-lake-charles-shock-ebitda-miss-and-a-bearish-rollover-into-2026-archive/
- Published: 2025-12-30T10:00:00.000Z
- Updated: 2026-02-28T19:28:14.000Z
- Description: Energy Transfer’s growth stalls as Lake Charles is scrapped and bearish pressures build.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, ET, Energy

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Energy Transfer is giving up on a high-ROI Lake Charles LNG expansion, removing a major growth catalyst and signaling a retreat from LNG export ambitions.
- ET’s flat EBITDA and a miss versus its FY25 adjusted EBITDA guidance despite the WTG Midstream acquisition and higher capex exposes weak organic growth.
- Rising NGL, midstream, and crude oil volumes yet declining distributable cash flow indicate worsening cash flow conversion.
- ET trades at a discounted EV/EBITDA multiple versus its history and midstream peers, creating valuation-driven upside risk despite deteriorating fundamentals.
- Long-term technical charts show a confirmed bearish rollover for ET versus the S&P 500, supporting expectations of continued underperformance into 2026.

Read the full article [here](https://seekingalpha.com/article/4856329-energy-transfer-lake-charles-shock-ebitda-miss-and-a-bearish-rollover-into-2026?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*