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Saturday, 04/10/2021 6:31:40 AM

Saturday, April 10, 2021 6:31:40 AM

Post# of 14209
https://www.bloomberg.com/professional/blog/asia-and-lng-are-disrupting-europes-natural-gas-price-model/

Asia and LNG are disrupting Europe’s natural gas price model


“LNG prices have become the gas market prices,” he said. “There are still some hub prices, but LNG is now the market’s driver.”



Chris Jarvis knows what he's talking about, read about the recent spike in LNG gas in early Q1 2021.



Goldman forecasts 'perfect storm' for global gas markets

https://finance.yahoo.com/news/goldman-forecasts-perfect-storm-global-115155278.html

LNG export emphasis threatens rise of renewables in Asia

https://ieefa.org/lng-export-emphasis-threatens-rise-of-renewables-in-asia/

Asia LNG price spike may curtail switch to spot pricing

https://www.reuters.com/article/uk-column-russell-lng-asia-idUSKBN29U0ZR

It’s likely LNG buyers don’t want a repeat of the recent extreme volatility, but perhaps they also don’t want to return to the restrictive crude-linked contracts that largely favoured producers by guaranteeing volumes at relatively high prices.

The compromise may be the increasing popularity of short-term, flexible contracts, which can vary from a few months to a few years and be priced against different benchmarks.


This is interesting and where Beijjing Gas Blue Sky Holdings comes in play; LNG Price Trading.

http://www.bgbluesky.com/html/bus_lng.php