SLNG Announces 10-Year Marine LNG Contract and Planned Galveston Facility

Rhea-AI Filing Summary

Stabilis Solutions, Inc. (SLNG) announced a binding 10-year agreement to supply liquefied natural gas for a leading investment-grade global marine operator's bunkering operations at the Port of Galveston. The company also discussed the anticipated construction of an LNG liquefaction facility in Galveston, Texas, which would support local marine fuel supply and longer-term operations. The filing furnishes a press release as an exhibit and makes clear the disclosure is being provided under Regulation FD; no financial terms, customers' name, construction cost, schedule, or capacity figures were included in the report. The announcement signals a multi-year commercial commitment for marine bunkering but leaves key project economics and timing unspecified.

Positive

• 10-year commercial agreement provides multi-year demand visibility for marine bunkering at the Port of Galveston
• Plans for an LNG liquefaction facility indicate strategic move toward vertical integration to secure supply

Negative

• No financial terms disclosed — contract value, volumes, and pricing are unspecified
• Project details missing — no capex, capacity, timeline, or financing information for the proposed facility

Insights

Commercial Strategy Analyst

Long-term customer contract improves revenue visibility if executed.

The declared 10-year supply agreement for marine bunkering at the Port of Galveston creates a multi-year demand anchor; such contracts typically support predictable off-take if volumes and pricing are secured. The mention of an anticipated liquefaction facility suggests vertical integration intent to control supply and margins.

Execution risks include undisclosed contract volumes, pricing mechanics, permitting, and construction timeline for the proposed facility. Monitor for concrete figures on capacity, capital expenditure, and a binding offtake schedule over the next 6–12 months.

Project Finance Specialist

Facility plans raise funding and permitting requirements that drive near-term materiality.

Building an LNG liquefaction facility typically requires significant capital, offtake certainty, and regulatory approvals. Without disclosed cost, schedule, or financing terms, the announcement signals intent but not a funded project.

Key near-term items to watch are press releases or filings that disclose capex estimates, financing commitments, construction milestones, and any definitive agreements within the next 3–12 months to assess project viability and investor impact.

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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): 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. ☐

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 Solutions (SLNG) announce in the 8-K?

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

Does the 8-K disclose contract value or volumes for the SLNG deal?

No. The filing and furnished press release do not disclose any financial terms, volumes, or pricing for the agreement.

Is the proposed liquefaction facility in Galveston described in detail?

No. The filing mentions the anticipated construction but provides no capacity, cost, timeline, or financing details.

Who is the counterparty in the 10-year agreement?

The 8-K states the counterparty is a leading investment-grade global marine operator but does not name the company.

How should investors monitor progress on this announcement for SLNG?

Watch for subsequent filings or releases disclosing contract volumes, pricing, facility capex, financing commitments, and construction milestones over the next 3–12 months.