
Have LNG and gas markets returned to normality in 2023?
Commodities Focus
00:00
LNG to LNG Competition Depressing Prices Within Asia
Some of the logistical issues that we saw last year around gas not being able to get to the places that were previously getting gas to Russia. Seems have been taken care of a little bit, right? Some of the problems have been resolved with these new FSIUs in Germany and the AIMSARbenternal in Netherlands. So even though there may be some teething issues and maybe the reliability of FSIUs is not quite the same as the Netherlands, a lot of those logistical issues seem to be being resolved. But why are we still seeing JKM, for example, at a discount to European gas markets, because historically we've seen JKM at a premium to
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