Q2-20 export arb at risk of shutting

Published at 16:42 9 Sep 2019 by . Last edited 17:42 9 Sep 2019.

Oversupply, lacklustre demand and bearishness continue to dominate global gas markets. We think this trend will continue into 2020. We expect global supply to be up by 4.5 bcf/d (17 Mt) y/y over winter 2019-20 but LNG demand growth to be weak. European storage should be full by end-September, which …

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