Loading…

A commentary argues that LNG is attracting heavy attention and that the JKM benchmark is gaining traction in hedging, with long-term hedgers still using Henry Hub. It notes that almost three-quarters of world LNG output goes to Asian buyers.
Growing LNG market structure and benchmark shifts matter for energy traders but have no near-term effect on feed commodity supply or prices.
Not 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.