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Hydro generation problems in South America continue to tighten the Atlantic Basin LNG market. For October 2024, the combined LNG imports of Brazil+Colombia+Argentina will likely surpass imports into Spain+Portugal+UK, offering a clear perspective on basis (PVB and NBP).
In 2024, natural gas supply from pipeline imports + domestic production is doing >2x more than LNG imports in expanding the size of China’s domestic gas market. Sep24 was the fourth consecutive month of +75mmcmd YoY supply growth from pipeline imports + dom. production.
France was a top 5 importer of LNG during the first half of October 2024. Nearly 40% of France’s imports arrived from Russia during the period
