Directional impact on forecast:
Downbeat on US LNG exports
China’s explicit mention of LNG in its proposed list of goods imported from the United States that will be subject to additional tariffs is a sign the trade war between the two countries is set to worsen. The brinkmanship between Beijing and Washington could severely dent the appeal of US LNG in one of the most prospective Asian markets. Meanwhile, there is a real risk of knock-on effects in other financial markets such as...
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