Russian Gas Flows Resumption Would Impact Asian LNG Prices -- Market Talk

Dow Jones

Mar 14, 2025

1652 GMT - A potential resumption of Russian gas flows to Europe wouldn't only impact TTG gas prices, but also Asian LNG markets, Rabobank's Joe DeLaura and Florence Schmit say. Recent strength in the Japan Korea Marker LNG benchmark in Asia doesn't properly reflect market fundamentals, but instead mirrors spikes in European TTF prices, according to the strategists. "The JKM front-month price traded between $12.30/MMBtu and $14.07/MMBtu over the last 12-day period, in close correlation with the TTF gas market." If Russian gas flows to Europe were to resume, LNG demand in the region would decrease, leading to lower LNG prices in Asia. Plus, an easing of sanctions on Russian energy exports could free up LNG that was previously destined for Asia, Rabobank says. (giulia.petroni@wsj.com)

(END) Dow Jones Newswires

March 13, 2025 12:52 ET (16:52 GMT)

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Recent strength in the Japan Korea Marker LNG benchmark in Asia doesn't properly reflect market fundamentals, but instead mirrors spikes in European TTF prices, according to the strategists. \"The JKM front-month price traded between $12.30/MMBtu and $14.07/MMBtu over the last 12-day period, in close correlation with the TTF gas market.\" If Russian gas flows to Europe were to resume, LNG demand in the region would decrease, leading to lower LNG prices in Asia. Plus, an easing of sanctions on Russian energy exports could free up LNG that was previously destined for Asia, Rabobank says. (giulia.petroni@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 13, 2025 12:52 ET (16:52 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Russian Gas Flows Resumption Would Impact Asian LNG Prices -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRussian Gas Flows Resumption Would Impact Asian LNG Prices -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-14 00:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1652 GMT - A potential resumption of Russian gas flows to Europe wouldn't only impact TTG gas prices, but also Asian LNG markets, Rabobank's Joe DeLaura and Florence Schmit say. Recent strength in the Japan Korea Marker LNG benchmark in Asia doesn't properly reflect market fundamentals, but instead mirrors spikes in European TTF prices, according to the strategists. \"The JKM front-month price traded between $12.30/MMBtu and $14.07/MMBtu over the last 12-day period, in close correlation with the TTF gas market.\" If Russian gas flows to Europe were to resume, LNG demand in the region would decrease, leading to lower LNG prices in Asia. Plus, an easing of sanctions on Russian energy exports could free up LNG that was previously destined for Asia, Rabobank says. (giulia.petroni@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 13, 2025 12:52 ET (16:52 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4144","symbol_name":"石油与天然气的储存和运输","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2519852880","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2519852880","pubTimestamp":1741884720,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1652 GMT - A potential resumption of Russian gas flows to Europe wouldn't only impact TTG gas prices, but also Asian LNG markets, Rabobank's Joe DeLaura and Florence Schmit say. Recent strength in the Japan Korea Marker LNG benchmark in Asia doesn't properly reflect market fundamentals, but instead mirrors spikes in European TTF prices, according to the strategists. \"The JKM front-month price traded between $12.30/MMBtu and $14.07/MMBtu over the last 12-day period, in close correlation with the TTF gas market.\" If Russian gas flows to Europe were to resume, LNG demand in the region would decrease, leading to lower LNG prices in Asia. Plus, an easing of sanctions on Russian energy exports could free up LNG that was previously destined for Asia, Rabobank says. 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Recent strength in the Japan Korea Marker LNG benchmark in Asia doesn't properly reflect market fundamentals, but instead mirrors spikes in European TTF prices, according to the strategists. \"The JKM front-month price traded between $12.30/MMBtu and $14.07/MMBtu over the last 12-day period, in close correlation with the TTF gas market.\" If Russian gas flows to Europe were to resume, LNG demand in the region would decrease, leading to lower LNG prices in Asia. Plus, an easing of sanctions on Russian energy exports could free up LNG that was previously destined for Asia, Rabobank says. (giulia.petroni@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 13, 2025 12:52 ET (16:52 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}