Dutch TTF gas prices have also increased sharply this month due to lower Russian gas flows, Goldman Sachs analysts said in a note.
“We expect winter LNG spot prices to rise to $5-6 per mmbtu as the market tightens, Bernstein analysts said in a note on Wednesday.
“With U.S. having a cash breakeven of $4-5 per mmbtu, this should allow U.S. LNG to flow with positive cash margins.”
U.S. cargo flows to China are also expected to increase, traders said, adding that this was purely driven by economics and not politics.
Energiepreise von $ 5-6 füllen die Taschen. Nur 30 Tage davon und wir haben eine Dividende von € 0,50. |