US LNG Supply Surplus Increases Risk for Portfolio Players

Wednesday, 20 November 2019

Lower Asian demand in September and October partially responsible for excess LNG flows into Europe but threat of delay to Nord Stream 2 pipeline probably also factored

The rise of US LNG means LNG markets are flush with new supply whilst the prevailing ‘tolling’ model for US LNG means traders can profit from cheaper North American gas but face significant downside risk if demand growth slows.

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