Asia’s LNG market has been disrupted by the war in Ukraine at a time when supply was already tight because of outages, low inventories and a rebound in economic activity. Global gas prices continue to flirt with record high levels with every escalation in the Russia-Ukraine conflict. The unwinding from Russian gas supply threatens to further disrupt spot trade and long-term gas dependence for Asian gas importers in 2022. In this podcast, S&P Global Commodity Insights’ Eric Yep, Kenneth Foo and Jeffrey Moore talk about the way ahead for Asia’s LNG market.
