Slugcatcher on the return of long-term LNG buyers and a whiff of IP concern

Is there a glut of LNG or is there a shortage which is changing buyer behavior? That’s a question which amused Slugcatcher last week as he digested a mix of reports which swung both ways and which raised an interesting question about intellectual property.

Slugcatcher on the return of long-term LNG buyers and a whiff of IP concern Slugcatcher on the return of long-term LNG buyers and a whiff of IP concern Slugcatcher on the return of long-term LNG buyers and a whiff of IP concern Slugcatcher on the return of long-term LNG buyers and a whiff of IP concern Slugcatcher on the return of long-term LNG buyers and a whiff of IP concern
 
The gas-glut theory has been around for a while and while the feared flood never seems to arrive it is not stopping speculation that it will hit next year, or perhaps the year after.
 
The latest theory about the glut, which is tipped to weaken gas prices, is that slower than expected start-ups of new LNG projects simply shifted the problem into future years but did not solve the underlying issue of too much gas chasing too few customers.
 
With prices for LNG in North Asia rising last month to US$12 per million British thermal units there has certainly been no obvious evidence of the glut that market watchers such as S&P Global Platts have been expecting.
 
Earlier this mo...

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