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Chinese LNG demand bears the brunt of Qatari supply shock
LNG arrivals into the world's second-largest import market fell 23% year-on-year in March and are tracking around 28% lower in April, as summer JKM prices have surged from ~$10.7/mmbtu pre-crisis to $16.6/mmbtu on April 14th.
BLOG
Timera Energy presents at GIIGNL Joint Meeting
BLOG
Middle East shock webinar – why is the LNG market relatively calm?
The LNG market is losing 7-8 mt a day of LNG out of the Middle East. Rising crude and coal prices are pushing up marginal switching price levels. And there is currently no clear path to a stable restoration of Middle East cargo flows through Hormuz.
PUBLICATION
Timera Energy – From crisis to supply wave: Navigating global uncertainty
Slides from our "From crisis to supply wave: Navigating global uncertainty" webinar
BLOG
LNG market: enduring impacts of Middle East shock
A fragile ceasefire has eased near-term price pressure. We examine the enduring LNG supply & demand impacts as well as five key commercial implications.