NEW YORK ( TheStreet) --- Anadarko Petroleum ( APC), Golar LNG ( GLNG), Teekay LNG Partners ( TGP), DryShips ( DRYS), DHT Holdings ( DHT) and Cheniere Energy ( LNG) are LNG-related stocks that could outperform broader indices.

Goldman Sachs has almost doubled its liquefied natural gas (LNG) demand growth forecast on the back of higher consumption by Japan and northwest Europe. The investment bank expects global LNG demand to rise by an average 2.9 billion cubic feet a day this year, up from the earlier forecast of 1.5 bcf, outweighing future supply increases.

Strong demand and concerns over nuclear energy could be drivers for natural gas as the IEA forecasts natural gas prices to average $5.5 per million Btu in Europe and $11.5 per million Btu in Japan.

These six stocks have mean buy ratings of 60% with an upside potential of up to 86%, based on analysts' average 12-month price targets.

6. Cheniere Energy ( LNG) is a U.S.-based energy company engaged in LNG-related businesses. It owns and operates the Sabine Pass LNG terminal and Creole Trail pipeline in Louisiana.

Recently, the company initiated a project to offer liquefaction services at the Sabine Pass LNG terminal, which facilitate natural gas liquefaction, export of LNG, as well as import and re-gasifying LNG from overseas. The liquefaction project would be up to four LNG trains, each train with a nominal production capacity of 4 million tons per annum. LNG export from the Sabine Pass LNG terminal will probably start by 2015.

During the first quarter of 2011, Cheniere's income from operations was $23.6 million, compared to $31 million for the comparable period in 2010 due to lower derivative gains and expenditure from Sabine Pass LNG terminal. LNG terminal and pipeline development expenses grew to $7.7 million for the quarter compared to the corresponding period in 2010, driven by expenses related to the proposed liquefaction project at Sabine Pass LNG terminal.

Analysts rate an impressive 86% buy on the stock with an estimated upside of 50%.

5. Teekay LNG Partners ( TGP) provides marine transportation services for LNG, LPG and crude oil to energy and utility companies. Its fleet consists of 21 LNG carriers, 5 LPG carriers, and 11 conventional tankers.

During the quarter, the company's cash flows increased 15% to $39 million, generated from fixed-rate contract portfolio of vessels and contributions from Exmar vessel interests acquired in late 2010. Looking ahead, Peter Evensen, CEO of Teekay, said, "We look forward to further distributable cash flow growth as the Partnership takes delivery of new gas carriers supported by long-term fixed-rate contracts in the near future, including the 33% interest in four Angola LNG carrier new buildings which will begin delivering in the second half of 2011."

The company's total available liquidity rose from $437 million at the end of March 2011 to $600 million, which includes the partnership's recent equity offering. Management indicated that the company could use the available liquidity to assess opportunities to purchase third-party assets servicing long-term contracts, to further drive up its cash flow growth. Analysts polled by Bloomberg rate 50% buy and the stock returned 25% in the last one year.

4. Anadarko Petroleum ( APC) is a U.S. incorporated oil and natural gas exploration and production company.

During the first three months of 2011, sales volumes stood at 62 million barrels of oil equivalent, averaging approximately 2.4 billion cubic feet of natural gas per day. On the higher sales volumes, Anadarko's CEO, Jim Hackett, said, "This record performance was highlighted by the rapid growth of first lifting from the Jubilee field offshore Ghana. Our deepwater exploration program also achieved excellent results in the quarter with three discoveries and three successful offshore appraisal wells. Early in the second quarter, we closed the previously announced $1.6 billion joint venture with Korea National Oil Corporation, validating the tremendous embedded value of this resource."

Anadarko ended the first quarter of 2011 with approximately $3.5 billion cash on hand. Higher cash in books gives Andarko sufficient leverage to increase its capex and provide for acquisitions. The company announced six successful offshore discoveries or appraisal wells during the quarter, and the $576 million acquisition of Wattenberg Processing Plant. The company has managed to rationalize lease operating expense per unit by 13% as well, compared to the Dec. quarter.

The stock is trading at 18 times its estimated 2012 earnings and has an upside of 24%. About 59% analysts covering the stock rate it a buy.

3. DHT Holdings ( DHT) owns and operates a fleet of 12 double hulk carriers. The company operates 6 VLCC carriers, 2 Suezmax and 4 Aframax carriers.

Today (June 30, 2011), DHT reported revenue of $22.3 million for the period from Jan-Mar 2011, down from $22.4 million in the same period of the prior year. For the quarter, seven vessels on time charter generated $17.6 million and two vessels on bareboat charter contributed $4.7 million. These nine vessels are on charters until 2012 to 2018.

Net income for the quarter was $4.0 million as against to a net loss of $2.2 million during the same quarter of 2010. At the end of the first quarter, DHT had cash balance of $102.2 million.

Svein Moxnes Harfjeld, CEO, stated: "The charter coverage of our fleet enables us again to declare a dividend of $0.10 per share. We have in accordance with our communicated plan acquired an additional vessel and our balance sheet allows us to continue to grow the company."

The stock is expected to deliver 63% over the next one year and 67% analysts covering it maintain a buy.

2. DryShips ( DRYS) is a holding company engaged in marine transportation services of dry bulk cargo. It also provides deepwater drilling rig services. DryShip's fleet consists of dry bulk carriers and tankers. It has 39 dry bulk carriers, comprising of 9 Capesize, 28 Panamax and 2 Supramax, and 12 tankers of 6 Suezmax and 6 Aframax.

For the first quarter of 2011, the company recorded net income of $25.8 million, compared to $13.3 million for the same period in 2010. In the revenue profile, voyage revenues dipped, whereas the same from drilling contracts increased during the quarter. On the quarterly performance, George Economou, the company's CEO, said in a press statement, "We are delighted to have secured two long-term drilling contracts from the biggest player in the ultra deepwater drilling market, which is a testament to Ocean Rig's operational track record and the quality of our assets. Following these contracts we now have three of our drillships on contract to Petrobras. These two contracts are the culmination of our efforts since we entered the drilling segment three years ago. We have now secured contracts for all of our initial new building drillships and doubled our backlog to over $2 billion."

The stock has gained 15% in the last one year. Analysts expect DryShips to post earnings growth of 10% to 12% in 2011, and deliver price appreciation of 44% over the next one year. The stock is trading at 5.5 times its estimated 2011 earnings. A Bloomberg consensus has 63% analysts maintaining a buy on the stock.

1. Golar LNG ( GLNG) owns and operates LNG carriers and floating storage re-gasification units (FSRUs).

For the first quarter of 2011, Golar reported revenue of $67.5 million compared to $64.6 million in the same period of 2010, benefiting from enhanced performance of its modern LNG carriers and higher daily charter rates. During the quarter, the average daily time charter equivalent rates increased to $80,694 from $74,206 in the fourth quarter of 2010. However, vessel utilization was lower at 91% compared to 95% in the Dec. 2010 quarter. Net income for 2011 first quarter stood at $16.3 million, while operating income was $20.4 million.

The company is gearing to meet higher LNG demand in the next few years. Golar executed a FSRU charter agreement with PT Nusantara Regas in April 2011. Besides, it also secured charters for its four modern vessels for 12 to 18 month periods and expects to add about $80 million EBITDA to its books on an annualized basis. The company ordered six new LNG carriers from Samsung Heavy Industries with an option to order another two vessels.

The stock was a major outperformer and returned over 130% year-to-date and has buy ratings of 69%.

>>To see these stocks in action, visit the 6 Stocks to Gain From Strong LNG Outlook portfolio on Stockpickr.