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Gas and LNG Cal-2025 premiums to 2026 surge in the wake of Trump victory

Premiums for calendar year 2025 gas and LNG contracts versus 2026 contracts and beyond have shot up in the week since the US presidential election, with Donald Trump’s victory seemingly injecting more volatility into a market already weighing stronger near-term demand signals, supply security concerns and delays to new liquefaction capacity, against expectations of a “looser balance” in 2026 when…Premiums for calendar year 2025 gas and LNG contracts versus 2026 contracts and beyond have shot up in the week since the US presidential election, with Donald Trump’s victory seemingly injecting more volatility into a market already weighing stronger near-term demand signals, supply security concerns and delays to new liquefaction capacity, against expectations of a “looser balance” in 2026 when…Read More

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