Directional impact on forecast:
Bullish for US LNG prices
Henry Hub linkage in LNG and gas contracts is losing its appeal for gas producers in the United States. Gas feedstock for making LNG in the US is set to become more expensive as the country’s upstream producers want to boost their profit margins. This has the potential to raise the cost of US LNG for consumers worldwide.
The way gas feedstock is priced is becoming a source of discontent among producers as the US...