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An analysis piece argues that Asian and European gas hub spreads have been upset this year, complicating LNG cargo routing. It cites Asia's historic premium driven by Fukushima-related nuclear shutdowns and China's coal-to-gas policy.
The article describes how traders face less clear destination rewards.
Shifting LNG trade flows and narrower regional spreads change how cargoes are allocated, but the effect on feed commodity prices is indirect.
oilprice.comVanand MeliksetianJul 27, 2019Not 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.
