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­MNI Gas Weekly - Market Embraces Trump’s Output Push

Executive Summary: 

  • European Gas Benchmarks have surged as the region braces for a tight market in 2025.
  • Asia’s LNG market is losing out to Europe for volumes as the upcoming Lunar New Year stifles interest.
  • In the Middle East, finding long-term LNG buyers remains a priority for Qatar’s approaching surplus supply.
  • Henry Hub has eased in recent days after colder weather culminated in a 2-year high close Jan. 17.
  • In Latin America, the threat of tit-for-tat tariffs between the US and Mexico could thwart their mutual LNG targets.

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Executive Summary: 

  • European Gas Benchmarks have surged as the region braces for a tight market in 2025.
  • Asia’s LNG market is losing out to Europe for volumes as the upcoming Lunar New Year stifles interest.
  • In the Middle East, finding long-term LNG buyers remains a priority for Qatar’s approaching surplus supply.
  • Henry Hub has eased in recent days after colder weather culminated in a 2-year high close Jan. 17.
  • In Latin America, the threat of tit-for-tat tariffs between the US and Mexico could thwart their mutual LNG targets.

Full piece here:

Keep reading...Show less