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Wood Mackenzie's Q3 2018 LNG outlook says Asian prices rose strongly in Q3 and decoupled from Europe, but are now softening while European prices rise. It notes China is better prepared for winter LNG imports, and cross-basin arbitrage is marginal.
Diverging regional LNG prices and a possible mild winter in Europe affect global gas demand and energy costs, with limited direct impact on feed grain prices.
woodmac.comOct 12, 2018Not 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.
