Glenfarne Partners with Danaos to Advance Alaska LNG Project
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
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Should l Buy DAC?
Glenfarne Group, LLC subsidiary Glenfarne Alaska LNG, LLC, majority owner and developer of the Alaska LNG Project, and Danaos Corporation announced a strategic partnership to advance Alaska LNG. Under the agreement, Danaos will facilitate the construction and operation of at least six LNG carriers to deliver LNG to global customers and make a $50M development capital investment to support the project. "Danaos, with their reputation for high-quality ship ownership and operations, is a valued addition to our roster of Alaska LNG strategic partners," said Brendan Duval, chief executive officer and founder of Glenfarne. "One of Alaska LNG's major competitive advantages is our short shipping distance to Asia, featuring canal-free routes avoiding contested waters. The addition of reliable shipping solutions meaningfully advances the development of Alaska LNG. Dr. John Coustas and his management team have been a pleasure to work with."
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Analyst Views on DAC
About DAC
Danaos Corporation is a holding company and an international owner of containerships, chartering its vessels to a range of liner companies. The Company's principal business is the acquisition and operation of vessels. The Company conducts its operations through the vessel owning companies, whose principal activity is the ownership and operation of containerships that are under the management of a related party of the company. The Company's manager is Danaos Shipping Company Limited (Danaos Shipping). The Company has a fleet of over 50 containerships aggregating approximately 329,590 twenty-foot equivalent units (TEUs). Its containership fleet includes approximately 53 containerships deployed on time charters and approximately two containerships deployed on bareboat charter. Gemini Shipholdings Corporation (Gemini), a company beneficially owned by the Company, owns approximately four additional containerships of over 24,000 TEU aggregate capacity.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Historical Performance Review: Over the past two years, Danaos has beaten EPS estimates only 13% of the time while exceeding revenue estimates 63% of the time, suggesting a relatively stable revenue performance but significant volatility in profitability.
- Market Reaction Analysis: Despite industry shifts, Danaos is considered severely undervalued, leading to cautious market sentiment that may impact investor confidence and stock price performance.
- Business Development Updates: Danaos currently boasts a $4.1 billion charter backlog and is partnering with Glenfarne to advance the Alaska LNG project, demonstrating proactive efforts in expanding its business and market positioning.
See More
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- Conference Call Timing: The management team will host a conference call on February 10, 2026, at 9:00 A.M. ET to discuss the earnings report, enhancing transparency and communication with investors.
- Dial-in Information: Participants are required to dial in 10 minutes early, with provided U.S. and international dial-in numbers, ensuring smooth participation and increasing investor engagement.
- Webcast and Replay: The call will be available via live audio webcast on Danaos' website, with a replay accessible within 48 hours post-call, allowing investors who missed the live event to catch up on the information.
See More
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- Conference Call Details: The management team will host a conference call on February 10, 2026, at 9:00 A.M. ET to discuss the earnings report, allowing investors to dial in using specified numbers to stay updated on the company's latest developments.
- Replay Service: A telephonic replay of the conference call will be available until February 17, 2026, enabling investors who cannot participate live to access important information through designated numbers, ensuring broader communication of key insights.
- Webcast Availability: Danaos Corporation will provide a live audio webcast of the conference call on its website, requiring participants to register in advance, with an archived version available within 48 hours post-call to enhance transparency and investor engagement.
See More
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- Phased Project Development: The Alaska LNG project will be developed in two phases, with Phase 1 focusing on a 765-mile pipeline to meet domestic energy needs, while Phase 2 will establish an LNG liquefaction terminal with an export capacity of 20 million metric tons per year.
- Ownership Structure: Glenfarne holds a 75% stake in the Alaska LNG project, with the Alaska Gasline Development Corporation owning the remaining 25%, providing a stable equity foundation for Danaos's investment.
- Market Potential: This partnership not only strengthens Danaos's competitive position in the LNG transportation market but also leverages Alaska's abundant natural gas resources to meet the growing global energy demand, driving long-term growth for the company.
See More
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- Compliance Assurance: The new advisor, HC Andersen Capital, is an approved certified advisor by Nasdaq, providing essential compliance support that enhances investor confidence and maintains the company's market image.
- Strategic Adjustment: This advisor change reflects the company's emphasis on compliance and market adaptability, aiming to improve its performance in the capital markets through professional advisory services.
- Future Outlook: By partnering with HC Andersen Capital, DAC anticipates stronger support in future financing and market expansion efforts, driving continued growth in the high-tech medical instrumentation sector.
See More
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U.S. Market Insights: In the U.S., many asset-intensive businesses, especially in the financial sector, are undervalued despite solid capital positions and liquidity, reflecting a market mindset of crisis rather than current financial realities.
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Japanese and Chinese Opportunities: Japan's companies often have strong balance sheets with net cash positions, while in China, a distinction exists between companies with solid financials and those facing real risks, presenting a selective investment landscape focused on financial strength.
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