The debate over whether Russian independents should be allowed to export pipeline gas continued in Amsterdam and Sochi this week.
The advent of LNG exports from the United States offers a window of opportunity for buyers looking for a stable gas price.
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Directional impact on forecast:
Bearish on LNG prices
Australian LNG is making its presence felt in Latin America, and the trend is expected to become more prominent in the coming years. Mexico’s Manzanillo terminal is emerging as a popular destination for Australian shipments, partly because of the involvement of portfolio players but also because of the terminal’s location on Mexico’s Pacific coast.