LNG

Nuclear restarts and coal has displaced LNG in the South Korean power mix as Qatari supply fell away, allowing utilities to defer procurement rather than chase spot cargoes priced above $20 per MMBtu. As a result, LNG’s share in Korean power generation fell to an estimated 22–24 percent in H1-2026, down from roughly 26–28 percent in H1 2025.

Subscriber content
	This content is available only to subscribers please log in below or subscribe now / request a free trial
	Username Password Remember me Forgot your password? Forgot your username? Create an account