GAS AND LNG DATA

LNG Netbacks at Key Receiving Terminals for March 24, 2023.

While some view the reforms as a solution to underinvestment in gas-fired power production, others argue they will force those generators to flee the market.

The European gas market has played a role in US gas market volatility over the past two years. But the next LNG wave helping to lower European and Asian prices around mid-decade should also result in a moderating effect on Henry Hub. Japanese energy security remains front-of-mind, but LNG procurement challenges may be more manageable with lower demand. Momentum for a floating liquefaction solution in Israeli waters once again spotlights Egyptian upstream risks.