Analysts bearish on JKM-TTF spread going into 2026

Monday, 05 January 2026

Energy Aspects remains bearish against JKM–TTF Q1 26 spreads amid dwindling freight rates. Some recent fixtures for two-stroke LNG vessels in the Atlantic basin fell below $100,000 per day, opening the arbitrage for US LNG heading to markets east of Suez via the Cape of Good Hope.


Subscriber content
 

This content is available only to subscribers
please log in below or subscribe now / request a free trial