时隔七个月 美国液化天然气亚洲套利窗口重启

Core Insights - The profit from selling U.S. liquefied natural gas (LNG) to Asia is now higher than selling to Europe, marking the first profitable opportunity in seven months [1] Group 1: Market Dynamics - The reopening of the arbitrage window between the U.S. and Asia is attributed to a series of production disruptions in Asia, leading to a short-term reduction in gas supply in the Pacific Basin [1] - Affected regions include Malaysia, Brunei, and Australia, which have experienced significant production issues [1] Group 2: Price Trends - European natural gas prices have declined due to replenished inventories and weak demand, making U.S. LNG exports to Europe less profitable [1]