Stabilis Solutions, Inc. (Nasdaq: SLNG) announced on November 10, 2026, the execution of a three-year take-or-pay liquefied natural gas (LNG) supply agreement with an existing commercial aerospace customer. The agreement is intended to support operations at the John C. Stennis Space Center in Hancock County, Mississippi.
The contract covers the period from January 1, 2027, through December 31, 2029. Under the terms of the agreement, the customer is obligated to purchase LNG at the site from Stabilis. The customer has committed to a minimum volume of 230,000 gallons per month, with the ability to purchase up to 260,000 gallons monthly.
Stabilis indicated it expects to supply the majority of the customer’s requirements from its owned liquefaction facility located in Port Allen, Louisiana. The company noted that it has been supplying LNG to this specific customer at the Stennis Space Center since 2024.
Casey Crenshaw, Executive Chairman and Interim President & Chief Executive Officer of Stabilis, commented on the agreement. He stated that the deal expands the company's relationship with the existing aerospace client and reflects continued growth in market demand for LNG. Crenshaw highlighted that the take-or-pay nature of the agreement provides contracted minimum volumes.
The press release accompanying the filing also mentioned that Stabilis has a data center contract scheduled to begin in the first quarter of 2027. Management characterized the new aerospace agreement, combined with the upcoming data center contract, as strengthening visibility into growth across key end markets for the company.
