A cautious reopening of the Strait of Hormuz and Qatar’s quest to quickly reinstate LNG deliveries is cooling the scramble for alternative LNG supply — and that may blunt, rather than boost, the urgency behind Canada’s and the United States’ export ambitions. Pacific-facing projects still appeal to Asian offtakers, but the immediate panic premium that had sharpened buyer interest is fading; our Markets Editor Anja Karl has more.
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