Insights point to ~230 Mtpa of new LNG supply coming online, Asian demand (notably China/India) outpacing a softening Europe, and U.S. LNG delivered-to-Asia costs gravitating toward the critical $10/MMBtu threshold—making pricing pivotal for South Asia growth. Speakers at this recently held CEO Roundtable expect continued reliance on LNG for flexibility, rising pressure to rebalance term contracts and indexation, and a […]
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