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Henry Hub has long been the default US natural gas pricing benchmark, but LNG exporters are increasingly linking contracts to JKM, TTF, Brent or hybrid indices. Analysts say buyers now want pricing optionality and risk alignment.
The shift reflects a fragmented, transitional LNG contracting market.
Changing LNG price benchmarks alters how export demand transmits to US gas prices, which matters for the cost trajectory of nitrogen fertilizer and energy inputs.
hartenergy.comMay 22, 2025Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
