Directional impact on forecast:
Downbeat for US LNG exports to Asia
The new decade has brought new challenges for LNG sourced from the United States in the Asian market. Price competitiveness will be key if the US wants to unlock the Asian market, but suppliers of US LNG will need to sign more medium- and long-term contracts in the region to secure buyers.
US LNG has played a crucial role in improving liquidity in the spot market, but this has also depressed spot LNG...