SLNG announces 10-year marine LNG deal; Galveston liquefaction planned

Rhea-AI Filing Summary

Stabilis Solutions, Inc. disclosed a 10-year agreement to supply Liquified Natural Gas for marine bunkering at the Port of Galveston and discussed the anticipated construction of an LNG liquefaction facility in Galveston, Texas. The report amends a previously filed Current Report to correct an incorrect hyperlink to Exhibit 99.1; no other changes were made. The press release announcing the supply agreement and the facility plans was dated October 9, 2025. The furnished information is provided under Regulation FD and is explicitly described as furnished (not filed) for Exchange Act purposes.

Positive

• 10-year supply agreement to provide LNG for marine bunkering at the Port of Galveston indicates multi-year commercial demand linkage
• Discussion of an LNG liquefaction facility in Galveston suggests strategic intent to localize supply and expand infrastructure

Negative

• Facility described as "anticipated" with no disclosed capex, schedule, or binding construction commitments
• Counterparty not named in the filing, limiting transparency about creditworthiness and contract terms
• Amendment only corrects a hyperlink; no additional substantive disclosure was made in this filing

Insights

Energy Commercial Analyst

Long-term supply deal signals commercial demand linkage to Galveston bunkering.

The 10-year supply agreement ties Stabilis to sustained marine LNG demand at the Port of Galveston, creating a multi-year revenue linkage if offtake and pricing terms are implemented as typical for bunkering contracts. A long contract horizon can support project financing for facility buildout when paired with binding offtake.

However, the company describes the liquefaction facility as anticipated and provides no capex, timetable, or binding construction commitments in this filing; those details are required to assess development risk and near-term capital needs. Monitor for definitive contracts, engineering agreements, and capital commitments within upcoming disclosures.

Corporate Governance / SEC Filings Specialist

The amendment is purely administrative and preserves prior substance.

This Form 8-K/A corrects an incorrect hyperlink to Exhibit 99.1 and states explicitly that no other changes were made to the original Current Report. The substance furnished on October 9, 2025 remains the press release about the 10-year agreement and the anticipated facility.

Investors should note the company marked the information as "furnished" rather than "filed," which limits Section 18 liability; look for subsequent filed exhibits or 8-Ks that convert announcements into binding, material disclosures.

8-KA Expansion Project - Galveston true 0001043186 0001043186 2025-10-09 2025-10-09

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K/A

CURRENT REPORT
Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 9, 2025

Stabilis Solutions, Inc.

(Exact name of registrant as specified in its charter)

Florida	001-40364	59-3410234
(State or other jurisdiction of incorporation)	(Commission File Number)	(IRS Employer Identification No.)

11750 Katy Freeway Suite 900
Houston, Texas	77079
(Address of principal executive offices)	(Zip Code)

Registrant’s telephone number, including area code: 832-456-6500

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class	Trading Symbol	Name of each exchange on which registered
Common Stock, $.001 par value	SLNG	The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Explanatory Note

The Current Report on Form 8-K (the "Original Form 8-K") filed on October 9, 2025 by Stabilis Solutions, Inc. (the "Company"), had an incorrect hyperlink to the Exhibit 99.1. This Amendment No.1 to the Original Form 8-K filed is filed solely to correct the incorrect hyperlink. No other changes have been made to the Original Form 8-K and this Amendment should be read in conjunction with the Original Form 8-K.

Item 7.01 Regulation FD Disclosure.

On October 9, 2025, Stabilis Solutions, Inc. (the “Company”) issued a press release announcing execution of a 10-year agreement with a leading investment-grade global marine operator to supply Liquified Natural Gas ("LNG") for their marine bunkering operations at the Port of Galveston. Additionally, the Company discussed the anticipated construction of an LNG liquefaction facility in Galveston, Texas. A copy of the press release is furnished as Exhibit 99.1 to this Form 8-K.

The information in this Current Report, including the exhibit, is being furnished pursuant to Item 7.01 of Form 8-K and General Instruction B.2 thereunder. The information in this Current Report shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that Section. The information in this Current Report shall not be deemed incorporated by reference into any registration statement or other document pursuant to the Securities Act of 1933, as amended.

Item 9.01 Financial Statements and Exhibits.

Exhibits:

Exhibit No.	Description
99.1	Press release dated October 9, 2025
104	Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

STABILIS SOLUTIONS, INC.

By: /s/Andrew L. Puhala

Andrew L. Puhala

Chief Financial Officer

Date: October 9, 2025

FAQ

What did Stabilis (SLNG) announce on October 9, 2025?

The company announced a 10-year agreement to supply LNG for marine bunkering at the Port of Galveston and discussed the anticipated construction of an LNG liquefaction facility in Galveston, Texas.

Does the 8-K/A change any material information from the original 8-K?

No. The amendment corrects an incorrect hyperlink to Exhibit 99.1 and states no other changes were made to the original Current Report.

Is the press release considered "filed" with the SEC?

No. The filing states the information and exhibit are being furnished under Regulation FD and are not deemed "filed" for Section 18 liability purposes.

Did the filing disclose the facility cost or construction timeline?

No. The facility is described as anticipated and the filing does not disclose capex, schedule, or binding construction agreements.

Was the counterparty to the 10-year agreement identified?

No. The filing describes the counterparty as a "leading investment-grade global marine operator" but does not provide a name.