Baseload US LNG supply to Asia average 20 percent in July

Tuesday, 01 July 2025

Price-insensitive US supply that will head to the Pacific Basin regardless of JKM–TTF spreads – so-called baseload supply, is forecast to average 20 percent, or 1.7 million for July. Outturn JKM prices are hovering around $12.98 per MMBtu, with analysts carefully observing developments around the Strait of Hormuz.


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