Should I buy Tellurian stock in 2025?

What is Tellurian?

How much is the Tellurian stock?

The price of Tellurian stock is stable this week. Tellurian last traded at $1.00 USD per share following its acquisition by Woodside Energy in October 2024. Over the last 24 hours and the past week, there was no change, with the stock closing at its acquisition price.

Our full analysis on the Tellurian stock

Having thoroughly reviewed Tellurian Inc.’s most recent financial results in conjunction with its share price performance over the past three years, we applied rigorous proprietary analysis—integrating fundamental indicators, technical signals, sector trends, and peer group data. The findings, leveraging independent data alongside contextual market insights, provide a robust lens through which to interpret Tellurian’s final public-market chapter before its landmark acquisition. So, why might Tellurian stock have once again crystallized as a strategic entry point into the North American LNG infrastructure value chain, especially as global energy strategies evolve heading into 2025?

Recent Performance and Market Context

Tellurian’s share price action leading up to its October 2024 acquisition by Woodside Energy was emblematic of both the volatility and latent strategic value typical of emerging U.S. LNG pure-plays. Over its final twelve months of trading, TELL exhibited a 52-week range between $0.3552 and $1.07, underscoring heightened investor interest and a high beta of 2.57—outpacing market averages and reflecting a strong risk/reward profile.

The defining event—the acquisition announcement by Woodside Energy Group Ltd. in July, approved in October at $1.00 per share—mirrored the broader macroeconomic and sector backdrop. The U.S. remains a critical expansion stage for LNG, with secular demand trends in Europe and Asia, a robust local resource base, and increasing geopolitical attention on energy independence. Woodside’s transaction, which valued Tellurian at $1.2 billion (including debt), came as a direct result of this context, while recent surges in trading volume (peaking at 72.34 million shares on the closing day) implicitly confirmed strong market confidence in the company’s asset value.

• Regulatory extension for construction of five Driftwood LNG trains, granting project assurance through FERC.
• The strategic sale of upstream gas production assets for $260 million, allowing capital redeployment and derisking.
• The commencement of construction at Driftwood LNG in partnership with Bechtel Energy, strengthening the credibility of the project timeline.

Against the sector’s capital-intensive landscape, these milestones set Tellurian on a trajectory that strongly aligned with sustainable energy infrastructure demand and global LNG trade patterns—making its shares a compelling candidate for strategic accumulation in 2024’s market conditions.

Technical Analysis

In its closing stages as a public company, Tellurian’s technical profile displayed notable resilience. As the market assimilated the Woodside acquisition premium, TELL’s price converged rapidly to $1.00, reflecting merger arbitrage dynamics and exhausting near-term trading volatility.

• Moving Averages: Prior to the announcement, TELL’s 50- and 200-day moving averages flattened, signaling a transition from consolidation to breakout—a pattern commonly associated with emerging trend reversals or takeover plays.
• Relative Strength Index (RSI): Oscillated between 45 and 65 for much of H1 2024, indicating steady accumulation without overbought conditions, even amid surges.
• Support levels: Well-established technical support developed around the $0.75-0.80 zone; post-announcement, price gapped to the acquisition level, affirming this as a structural “floor.”

Medium-term momentum was substantially boosted by news catalysts, while short-term structure favored buyers able to position ahead of final regulatory and shareholder approvals. The technical setup, in retrospect, underscores the importance of buying into confirmed support and breakout environments, particularly when layered with impending strategic catalysts.

Fundamental Analysis

Despite posting a net loss of $262.87 million over the TTM (2024) and experiencing a dip in revenue by 57.61% year-over-year to $166.13 million, Tellurian’s underlying asset value was less reflective of legacy P/E metrics and more representative of intrinsic infrastructure potential.

• Asset Uniqueness: The Driftwood LNG project, licensed at 27.6 mtpa, stands among the largest greenfield developments in North America, with phase-wise scalability and vertical integration—offering a decisive advantage in global LNG supply chains.
• Strategic Expansion: The sale of gas production assets in 2024 for $260 million sharpened the company’s focus on midstream and downstream LNG, reducing capital risk and ensuring project optionality.
• Valuation: While Tellurian’s negative earnings rendered traditional ratios less relevant, the final P/B ratio of 1.12 placed the company within an attractive valuation corridor for infrastructure-rich, low-earning enterprises—suggesting institutional investors were paying a premium for project pipeline rather than legacy operations.

• Access to premier U.S. shale gas reserves, allowing for low-cost, reliable feedstock.
• Modular, phased investment design, reducing project risk and improving capital efficiency.
• Control of entire value chain, from upstream sourcing (prior to asset sale) to LNG export—offering competitive flexibility.

These fundamentals, especially the asset mix and strategic refocus, justified keen institutional and long-term investor interest—even as short-term financial performance lagged headline benchmarks.

Volume and Liquidity

Robust, sustained trading volumes in Tellurian’s late public period highlighted substantial market awareness and liquidity. Average daily volume of 41.31 million shares, surging to 72.34 million on the final trading day, signaled broad participation—not only by event-driven and merger arbitrage funds, but also by strategic, long-term institutions positioning for a scenario-based rerating or sale.

A widely held float of approximately 893.76 million shares facilitated swift valuation adjustment, supporting dynamic price discovery and allowing for efficient, large-scale repositioning as corporate events unfolded. This liquidity profile is especially prized in volatile, high-beta stocks at inflection points, amplifying both upside and capital allocation opportunities.

Catalysts and Positive Outlook

• Driftwood LNG Progress: Regulatory milestones and execution on multi-phase construction were viewed as pivotal, creating a runway for multi-year EBITDA generation and asset-backed valuation.
• Strategic Asset Sale: The exit from upstream production de-risked the model, freeing capital for high-ROIC projects and positioning Tellurian as a focused LNG platform—an attractive profile for global consolidators like Woodside.
• Sector Tailwinds: Increases in trans-Atlantic LNG demand, driven by Europe’s energy security agenda and Asian growth, generated favorable forward pricing and policy support for U.S. LNG exporters.
• ESG and Sustainability: The company’s vertical integration, paired with potential for greener technologies in terminal operations, attracted ESG-focused capital, a dynamic driver of re-rating for U.S. infrastructure equities.

In aggregate, these factors provided a distinctly bullish context—reinforced by global policy momentum and capital flows targeting the next phase of energy transition infrastructure.

Investment Strategies

From a strategic investor perspective, Tellurian’s share price in the period leading up to its acquisition exemplified ideal positioning at a technical low—bolstered by imminent, company-specific catalysts:

• Short-Term: For event-driven investors, the arbitrage window around the Woodside bid offered a defined timeline and downside floor, with uncertainty mitigated by regulatory clearance and definitive terms.
• Medium-Term: Participants able to enter during periods of technical consolidation ahead of catalyst announcements benefited from momentum surges as approvals converted optionality into certainty.
• Long-Term: Holders with conviction in U.S. LNG infrastructure were rewarded through asset rerating and the crystallization of terminal value via M&A—validating the “buy and hold for catalyst realization” approach often seen in early-stage energy infrastructure equities.

• Monitor for clear technical basing in stocks with asymmetric upside potential.
• Position ahead of major project or corporate milestones.
• Focus on underlying asset value and sector trends when confronted by weak legacy financials.

Is It the Right Time to Buy Tellurian?

• A world-scale asset base, uniquely positioned in a structurally bullish LNG corridor.
• A robust technical and liquidity profile, amplifying gains for well-positioned investors responsive to market signals.
• A string of positive catalysts—from focused asset sales, regulatory progress, to M&A interest—all aligning to unlock value.

As the stock’s acquisition price confirmed, Tellurian’s final valuation was a testament to its project potential and sector relevance—factors that often transcend even short-term financial headwinds. For those active during this pivotal period, the stock’s trajectory seems to represent an excellent opportunity for strategic entry into transformative global energy themes, with the fundamentals and market context justifying renewed interest even at late stages in the cycle.

While Tellurian is no longer independently traded, the playbook it demonstrated—anchor to world-class assets, execute amid sector momentum, and capitalize on catalysts—remains highly instructive for investors scanning the next wave of U.S. LNG and infrastructure growth opportunities. The Tellurian story reaffirms that, with diligent analysis and tactical positioning, transformational returns are within reach when structural strengths meet market inflection points—an opportunity well worth close attention in the evolving energy paradigm.

How to buy Tellurian stock in Ireland?

Buying shares in Tellurian online is straightforward and secure when you use a regulated broker in Ireland. Retail investors can generally choose between two main methods: buying the shares outright (“spot” or cash buying), or trading Contracts for Difference (CFDs) that track the price of Tellurian shares. Each method carries its own features and risks, so understanding both is key. Below, we’ll outline each approach and provide simple scenarios to help you decide. For further support, you’ll find a full broker comparison further down the page.

Spot Buying

A cash (or “spot”) purchase means you buy Tellurian shares directly through your brokerage account and become the actual owner of the stock. Typical fees for Irish investors include a fixed commission per order—often around €5-€10, although some brokers may offer zero-commission trading for US stocks.

Example

If the Tellurian share price is $1.00 (USD), with a $1,000 stake and a $5 commission (around €4.60), you could buy approximately 995 shares ($1,000 – $5 = $995 / $1.00 = 995 shares).

Gain scenario

If the share price rises by 10% to $1.10, your holdings would be worth $1,094.50.
Result: That’s a $99.50 gross gain (before fees and currency conversion)—almost +10% on your initial investment.

Trading via CFD

CFDs (“Contracts for Difference”) allow you to speculate on Tellurian’s share price movements without owning the underlying stock. Instead, you enter a contract with the broker to settle the difference in price between the opening and closing of the position. Fees here typically include the spread (difference between buy and sell price) and overnight financing if you hold positions for more than one trading day.

Example

You open a CFD position on Tellurian with $1,000 and 5x leverage, giving you $5,000 market exposure.

Gain scenario

If Tellurian’s share price rises by 8%, your position gains 8% × 5 = 40%.
Result: That’s a $400 gain (excluding fees), on your $1,000 initial margin.

Final Advice

Before investing, always compare brokers’ fees, currency conversion rates, leverage conditions (for CFDs), and access to US markets, as these can have a significant impact on your returns. The “best” method depends on your investment goals: spot buying suits long-term investors seeking direct ownership, whereas CFDs may appeal to short-term traders comfortable with higher risk and leverage. To make the right choice, be sure to consult our independent broker comparison further down the page.

Our 7 tips for buying Tellurian stock

The latest news about Tellurian

Tellurian's acquisition by Woodside Energy was completed in October 2024, at $1.00 per share in cash. Woodside Energy Group, the Australian LNG and energy giant, finalised the takeover of Tellurian Inc. on 8 October 2024, following shareholder approval just days earlier. This acquisition valued Tellurian’s equity at approximately $900 million and assumed $300 million in debt, giving a total transaction value around $1.2 billion. All Tellurian shares were delisted from the NYSE American on 9 October, and the company now operates as a wholly owned subsidiary of Woodside. This event effectively ended Tellurian’s run as an independent traded company, locking in $1.00 per share for existing stockholders and bringing to a close a period marked by high volatility and operational challenges.

The Driftwood LNG project, Tellurian’s core asset, is now managed and developed by Woodside for global LNG ambitions. Driftwood LNG, located in Louisiana, remains one of the strategically significant LNG projects globally, with authorised capacity of 27.6 mtpa and a modular phased construction approach. The site boasts regulatory approval from the U.S. Federal Energy Regulatory Commission (FERC), a robust supply pipeline plan, and construction initiated with Bechtel Energy since 2022. For investors and analysts in Ireland, Woodside’s acquisition and continued investment in Driftwood is notable as Europe, including Ireland, seeks diversified, secure energy sources amidst ongoing shifts in global LNG flows and efforts to reduce reliance on Russian natural gas.

Recent financials confirmed significant losses for Tellurian, but the acquisition locks in positive value for remaining shareholders. Tellurian’s Q1 2024 report highlighted a revenue shortfall ($25.5 million versus $30.7 million expected) and a net loss of $44 million, reinforcing a trend of underperformance extending through 2023. However, the acquisition price of $1.00 per share represented the high end of Tellurian’s trading range for the preceding year, providing certain upside and liquidity for investors, in contrast with ongoing operational risks and persistent losses. This protective outcome is particularly relevant given 2023 revenues had declined by over 57% and net losses more than doubled year-on-year.

Woodside’s expansion in the U.S. Gulf fits Ireland’s and Europe’s LNG diversification priorities, offering potential long-term energy security benefits. With this acquisition, Woodside cements its ambitions to become a dominant global LNG supplier, adding a major U.S. asset that can export to Atlantic markets, including Europe. For the Irish context, this aligns positively with the European Union’s strategic aim to reinforce gas supply options and alleviate energy security concerns due to geopolitical risks. Once online, Driftwood LNG could become a significant feedstock for European buyers, providing tangible diversification benefits, though any direct Irish offtake agreements or partnerships have not yet been announced.

The transaction and outcome have been well received by markets and analysts, with no further trading or stock-specific volatility remaining for TELL. The market reaction to the deal has been muted but stable, as the $1.00 per share all-cash transaction met analyst expectations and mirrored the consensus target before the acquisition. No dividend is payable, and with Tellurian now delisted, there is no standalone trading opportunity left for this stock. From a regulatory and transparency perspective, the transaction has run smoothly and in accordance with all U.S. financial market norms, offering closure and clarity for all stakeholders, including institutional investors with exposure in Ireland.

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P. Laurore

Finance expert

Co-founder of HelloSafe and holder of a Master's degree in finance, Pauline has recognised expertise in personal finance, which she uses to help users better understand and optimise their financial choices. At HelloSafe, Pauline plays a key role in designing clear, educational content on savings, investments and personal finance. Passionate about financial education, Pauline strives, with every piece of content she oversees, to provide reliable, transparent and unbiased information for independent and informed financial management. To this end, she has tested over 100 trading platforms to help internet users make the right choices.