China’s electrotech challenges the global LNG wave
December 4, 2025
Global LNG imports reached 34.6 Mt in July (+6.6% y/y), with Europe pulling more US cargoes as storage injections coincided with lower Norwegian pipeline flows; despite a small NE Asia premium over TTF, netbacks still favored Europe. Spot prices eased m/m (TTF $11.47/MMBtu; NE Asia $12.26; Henry Hub $3.20), while EU storage stood around 64% of capacity and below last […]
