Golar LNG looks set to benefit from Europe's natural gas price spike and the commissioning of a new floating liquefied natural gas unit, Clarksons says.

Managing director Herman Hildan sees a higher price target for the New York-listed company due to the tighter market and the vessel delivery.

"We see important triggers materialising for Golar LNG," Hildan noted.

Clarksons sees Golar shares hitting $45, nearly 80% upside from its current level.