LNG

LNG demand growth east of Suez exceeds regional supply, so Asian buyers have pulled some flexible Atlantic cargoes to tighten the market. Energy Aspects is bullish against JKM-TTF spreads over the balance of 2025, though call on cross-basin is lower this year as term cover in the top five Asian markets – China, Japan, South Korea, Taiwan and India – has fallen to 82 percent in 2025.

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