Deep dive
‘Let’s get physical!’: Abaxx takes on JKM
Abaxx Exchange is betting that physical settlement can dethrone JKM as the global LNG price benchmark. The market isn’t so sure.
Asia
Chart Deck
Arb to nowhere
CHART DECK: Moribund European gas market resurrects narrow Asian LNG premium
Chart Deck
When the dam breaks
CHART DECK: It never rains gas, but it pours LNG
Deep dive
Pain threshold
DEEP DIVE: How low must LNG prices go to unlock Asian demand?
Hot take
APLNG’s billion-dollar price cut
HOT TAKE: APLNG-Sinopec contract price review speaks volumes about Asian demand & market direction
Breaking news
LNG shipping rates ‘go negative’
BREAKING: Acute oversupply renders old tonnage less than worthless
Deep dive
Asia’s LNG bottleneck (part 2)
DEEP DIVE: Infrastructure constraints threaten to rain on the Asian LNG parade
Deep dive
Asia’s LNG bottleneck (part 1)
DEEP DIVE: Will infrastructure constraints burst the Asian LNG demand growth narrative?
Chart Deck
The unravelling begins
EU gas market teeters towards bearish flip, as physical and financial players liquidate positions | EU LNG Chart Deck: 9 September 2024
Chart Deck
Gas bulls sweat it out
Searing temperatures in Asia and LNG supply disruptions buoy EU gas prices. But for how long? | EU LNG Chart Deck 29 Apr-10 May 2024
Chart Deck
The Asian LNG glut is here
Widening gulf between LNG spot prices and oil-indexed contracts is squeezing sellers | EU LNG Chart Deck: 4-8 Mar 2024
Chart Deck
Gas flood sinks canal crisis
Oversupplied LNG market shrugs off canal outages | EU LNG Chart Deck: 19 Feb-1 Mar 2024