

China’s LNG imports are expected to fall this month year-over-year, driven by higher LNG prices linked to the Middle East war that are weighing on consumption. The ship-tracking data points to weaker demand conditions even without any stated policy change. This is likely to be a modest headwind for related LNG/energy supply-chain pricing and volumes.
China’s LNG imports are expected to fall this month year-over-year, driven by higher LNG prices linked to the Middle East war that are weighing on consumption. The ship-tracking data points to weaker demand conditions even without any stated policy change. This is likely to be a modest headwind for related LNG/energy supply-chain pricing and volumes.
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mildly negative
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