The arbitrage for LNG cargoes moving from the Atlantic basin to the Far East has opened up as market participants brace for the upcoming summer season, although rising freight rates pose a risk to the arbitrage opportunity.
Easing Asian SupplyThe spread between Europe and Asia’s spot LNG prices in June has remained wide, which means that more US cargoes should head to the Far East, where the netbacks from the US Gulf Coast are stronger, further easing Asian supply.
According to several industry...
https://mfame.guru/rising-freight-costs-cast-shadows-of-uncertainty-on-east-west-lng-arbitrage/