Geopolitics in a Liberalizing LNG Market: A Primer

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There is a lot of wishful thinking about seeing a commodity when looking at LNG. It is an energy carrier like oil is but I have said it in the past, and this still applies. How would you know the value of a random LNG cargo with no off-taker lined up in advance? You cant, not for a price that would find a buyer immediately. There is no market value for LNG. If you don’t have your receiving point lined up you are in the spot game and to do that you got to have your ducks in a row or else…

Geopolitics in a Liberalizing LNG Market: A Primer
Geopolitics in a Liberalizing LNG Market: A Primer

This is a guest post by Brian Myers, a graduate student at the Center for Global Affairs at New York University.While the U.S.-China trade war has cast a pall over the previous rosy outlook for…
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