Tellurian INC.: directors' dealings · United States · SEC (Form 4)

About Tellurian INC.

Tellurian Inc. /DE/ (ticker: TELL) was a U.S. energy company that traded on the NASDAQ in the United States before being taken over by Woodside Energy and delisted as an independent public equity story. For French-speaking investors, Tellurian was best known as a liquefied natural gas (LNG) development company rather than a conventional exploration-and-production name. Its strategy focused on building an integrated natural gas platform spanning upstream supply, gas marketing, transportation infrastructure, and LNG liquefaction/export capacity. The company was headquartered in Houston, Texas, a core hub for the U.S. oil-and-gas industry, and incorporated in Delaware. Its corporate roots date back to 1957, when it was founded as Magellan Petroleum Corporation, before a strategic transformation and renaming to Tellurian Inc. in the 2010s. Tellurian’s flagship development was Driftwood LNG in Louisiana on the U.S. Gulf Coast. The project was designed to include an LNG terminal, associated pipelines, and supporting infrastructure aimed at securing gas supply and monetizing a large-scale export platform. In strategic terms, Tellurian pursued a vertically integrated model that was relatively uncommon among smaller U.S.-listed energy developers. The company’s investment case was built around long-duration LNG demand, infrastructure optionality, and the ability to capture value across the LNG chain. Competitively, however, Tellurian faced a difficult environment: it operated against far larger and better-capitalized LNG developers and integrated energy groups, which increased financing risk and execution complexity. From a business-line perspective, Tellurian’s offering was not consumer-facing products but infrastructure development, LNG marketing, and related energy assets. Its commercial logic was to become a future LNG exporter and infrastructure owner rather than a traditional commodity producer. Its geographic footprint was concentrated in the United States, particularly Houston and southwest Louisiana, while its end-market ambition was global LNG supply. Recent corporate developments are the key point for investors. In July 2024, Woodside Energy announced an agreement to acquire Tellurian, and the transaction was completed on October 8, 2024. That means Tellurian’s independent listed-equity story effectively ended with the merger, and the name now matters mainly for historical SEC analysis, including insider Form 4 activity and legacy filings, rather than as an ongoing standalone NYSE/NASDAQ investment thesis. For a French, Belgian, or Swiss audience, the most relevant takeaway is that Tellurian was a U.S.-based LNG developer whose value proposition was ultimately absorbed by a larger international energy group.