Strike threats at Inpex-operated Ichthys LNG terminal from May 27 leave Japan most vulnerable, given its heavy reliance on contracted Australian supply. Around 70% of the LNG from the 9.3 mtpa Ichthys facility in Darwin is sold to Japanese offtakers, notably JERA, Kansai Electric, Kyushu Electric, Osaka Gas, Toho Gas, and Tokyo Gas.
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