Stabilis Solutions (NASDAQ: SLNG) inks 10-year LNG offtake with Carnival at Galveston

Rhea-AI Filing Summary

Stabilis Solutions, Inc. reported that it has executed a definitive 10-year LNG offtake agreement with Carnival Corporation & plc. Under this long-term arrangement, Stabilis will supply liquefied natural gas to support Carnival’s cruise operations at the Port of Galveston in Texas.

The company describes this contract as the second anchor offtake agreement for its planned flagship LNG liquefaction facility in Galveston. Securing multiple anchor customers can help underpin development of such a project by demonstrating committed demand for future LNG production.

Insights

Energy infrastructure and contracts analyst

Stabilis secures a second long-term LNG buyer for its planned Galveston plant.

Stabilis Solutions has entered a definitive 10-year LNG offtake agreement with Carnival Corporation & plc to supply liquefied natural gas for Carnival’s cruise operations at the Port of Galveston. A long-duration offtake agreement typically reflects a commitment by the customer to rely on the supplier for a meaningful portion of its needs over time.

The company notes that this is the second anchor offtake agreement tied to its planned flagship LNG liquefaction facility in Galveston, Texas. Multiple anchor offtake agreements can help support project planning and financing by showing committed demand once the facility is operational, although specific volumes and pricing are not disclosed in this excerpt.

The filing does not provide financial terms, start date of deliveries, or construction status for the liquefaction facility, so the economic impact cannot be quantified here. Future company disclosures may elaborate on project progress and how the contracted LNG sales contribute to overall revenue and capacity utilization.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT
Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): December 18, 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. ☐

Item 7.01 Regulation FD Disclosure.

On December 18, 2025, Stabilis Solutions, Inc. (the “Company”) issued a press release announcing execution of a definitive, 10-year offtake agreement (the "Agreement") with Carnival Corporation & plc to supply Liquified Natural Gas ("LNG") in support of Carnival's cruise operations at the Port of Galveston. The Agreement represents the second anchor offtake agreement for the Company's planned flagship LNG liquefaction facility in Galveston, Texas.

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 December 18, 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: December 18, 2025

FAQ

What did Stabilis Solutions (SLNG) announce in this 8-K?

Stabilis Solutions announced that it signed a definitive 10-year LNG offtake agreement with Carnival Corporation & plc to supply liquefied natural gas for Carnival’s cruise operations at the Port of Galveston.

Who is the counterparty to Stabilis Solutions new LNG offtake agreement?

The counterparty is Carnival Corporation & plc, which will receive liquefied natural gas (LNG) from Stabilis to support its cruise operations at the Port of Galveston.

How long is the LNG offtake agreement between Stabilis Solutions and Carnival?

The agreement is described as a definitive, 10-year offtake agreement, indicating a long-term LNG supply relationship between Stabilis Solutions and Carnival Corporation & plc.

How does this agreement relate to Stabilis Solutions LNG liquefaction facility in Galveston?

Stabilis states that the Carnival agreement is the second anchor offtake agreement for its planned flagship LNG liquefaction facility in Galveston, Texas, helping demonstrate committed demand for the facility’s future output.

Does this 8-K say whether the information is filed or furnished?

The company states that the information, including the exhibit, is being furnished pursuant to Item 7.01 and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934.

What exhibit is attached to the Stabilis Solutions (SLNG) Form 8-K?

The 8-K includes Exhibit 99.1, described as a press release dated December 18, 2025, and Exhibit 104, the cover page interactive data file embedded within the Inline XBRL document.