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Nukeboml3 t1_j9xosmd wrote

Don’t worry so much about what bodaflack wrote , he seems really sweary in his message . Don’t trust the first angry redditor you read and make your own researches.

Why does LNG price fluctuate?

Compare LNG actual graph to the seasonality chart of LNG.

Wonder yourself if the political environment is pushing toward price volatility.

LNG isn’t only about freeport.

Europe gaz export is mostly Finland now that Russia is nearly gone and I read that Finland is absolutely opposite to price regulation . Why ? They want the fucking money , like everybody else.

China is getting out of lockdown and it seems like they don’t really want to be touch by economic sanctions on Russia . Wich means they need to look like they buy their gaz somewhere else. They sold they gaz during lockdown because they didn’t need it. And now will have to buy again .

Many arrows pointing in many directions

LNG price is about macro environment.

Maybe some factors point toward full reserve but maybe some others point about strong market….

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bodaflack t1_ja14c1s wrote

You are correct that LNG isn't just Freeport, but when you are trading HH or NG or any US based product, global lng prices only really matter if we have to price for turnback. Which we won't this year. Next year there is already about 11 days of turnback probability priced in. Please take a shot on if that is over or under lol.

If you want to bet on global lng markets, trade TTF or something

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