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An S&P Global insight blog argues that the LNG industry is dropping long-standing practices such as destination clauses, long-term contracts and oil indexation in favor of a more fundamentals-driven market. It says LNG must price competitively with coal and batteries to win power-sector demand.
Changing LNG contract structures affect gas pricing over the long term but have no direct near-term price effect on feed commodities.
spglobal.comIra JosephJun 27, 2019After 260 past macro events, Natural Gas moved a median +0.4% over 5 sessions (52% higher; middle half -4.5% to +7.3%), and +1.4% over 20.
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.
