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LNG prices to stay high-II: New markets mean more uncertainty than certainty
Nov 20: While China grabs the headlines for its huge appetite for incremental LNG, the focus is in fact on a bunch of emerging new importers who account for nearly 60% of the net global LNG demand growth since 2014.
8The point to note however is that the introduction of new buyers makes demand more flexible rather than certain.
8Find out why these bunch of importers most likely introduce greater medium-term demand uncertainty (demand elasticity over a one- to three-year time frame) while actually reducing shorter-term market flexibility over a one-year time horizon as they lock in demand.
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