Gas Market Reform – Death of Oil Indexation and Resulting Impact on Asian and Global LNG Prices
With significant LNG oversupply, all of this competing gas will have an impact on global LNG prices in the short and medium term. Comparisons with how pricing evolved in the UK (1990s) and Europe (2000s) gives us an insight into what will most likely happen with Asian and global prices.
• We have a proliferation of LNG supplies that are...