MNI China Daily Summary: Tuesday, December 10

MNI BRIEF: China Nov Exports Slows, Imports Slide

MNI BRIEF: China Crude Oil Imports Accelerate In November

CHINA NOV EXPORTS +6.7% Y/Y VS MEDIAN +8.9% Y/Y: CUSTOMS

MNI: CHINA YTD EXPORTS +6.7% Y/Y IN YUAN TERM: CUSTOMS

MNI: PBOC Net Injects CNY90.3 Bln via OMO Tuesday

MNI: GERMAN NOV CPI +2.2 % Y/Y

MNI: NORWAY NOV CORE CPI +0.1% M/M, +3% Y/Y

MNI: NORWAY NOV CPI +0.3% M/M, +2.4% Y/Y

MNI EXCLUSIVE: EU-Mercosur Deal Close, But Likely Short-Lived - Officials

AUSTRALIA: 2025 Election Outcome Looking More Uncertain According To Newspoll

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New LNG Supply Contracts Include Significant Flexibility: Timera

LNG

A new wave of supply featuring significant embedded flexibility is transforming the LNG market according to Timera Energy.

  • At least 200mtpa of incremental global supply is expected between 2025-29 with the North American growth of 116mtpa increasing the supply share for the region from 22% in 2023 to 34% by 2030.
  • Large volumes of primary supply contracts include embedded flexibility options with both intrinsic & extrinsic value components.
  • Contracts can include options to divert gas between Pacific and Atlantic basins to capture highest value and to cancel cargoes if netback prices fall below variable costs.
  • New supply is set to erode the price spread between Asian / European and US price levels causing the intrinsic value of US supply contracts to fall and relative contribution of extrinsic value to rise. Cancellation and diversion flex options are becoming more valuable.
  • Secondary market re-contracting of supply & flexibility is also gathering pace.
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