China’s electrotech challenges the global LNG wave
December 4, 2025
This report explores the growing geopolitical and market significance of U.S. LNG exports. It highlights the deepening price link between Northeast Asian LNG spot prices and European benchmarks (TTF), driven by arbitrage trade and flexible U.S. LNG volumes. Despite this convergence, the U.S. Henry Hub price remains largely disconnected from global spot prices. The report underscores that while increased U.S. […]
