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MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
LNG
The global trade of LNG is expanding driven by new supply projects in US and Qatar with benchmark spot prices for gas, LNG and alternate fuels playing a key role in defining cargo flows according to Bloomberg.
- European buying of limited flexible LNG supply is expected to lower LNG demand growth in China and emerging Asia at least until the mid-2020s with price-sensitive buyers outbid. TTF will need to stay above JKM to continue attracting spot supplies to Europe.
- Global LNG demand growth is likely to gain pace after the mid-2020s as new supply projects come online and will support demand from opportunistic buyers due to lower spot prices.
- Sanctions pose a threat to Russian LNG supply growth and delaying output from Arctic LNG 2 while ageing plants across the Pacific Basin and Atlantic Basin will limit total supply growth until 2026.
- A spot LNG cargo destination depends not just on price arbitrage, but also on strategic and portfolio considerations of many LNG players.
Source: Bloomberg
Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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