LNG liquefied natural gas limited

Oil macro analysis, page-81

  1. 257 Posts.
    It appears Europe does not want to rely on Russia's gas anymore and is looking to diversify it's gas suppliers, so I agree there is definitely is an opportunity.

    I think the main issue is that European countries are demanding hub based pricing. If the war continues for years I expect European countries to accept oil-indexed pricing contracts again.
 
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