Feb 16: LNG prices are going to remain tight in 2018 on account of higher demand emanating from Asia, particularly from China.
8But there is another school of thought emerging that if price-sensitive LNG demand starts to diminish once the price is above $6/MMBtu and more so above $8/MMBtu, then this should be a warning sign to LNG project investors who require higher destination prices than these to break even.
8These investors are unlikely to be able to sign contracts, either on a fixed price or unrelated commodity basis, for example, oil, to achieve locked in prices above new market affordable prices.
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