LNG: US LNG Exports More Profitable to Asia In Winter

US LNG exports are currently more profitable to Asia in January 2024, February 2024 and March 2024 according to BNEF.

• The US LNG netback to Europe is currently $11.30/MMBtu for January 2024, down from $11.40/MMBtu.
• The US LNG netback to Asia is currently $12.98/MMBtu for January 2024, down from $13.36/MMBtu.
  • JKM DEC 23 down -2.5% at 16.97$/mmbtu
  • JKM-TTF DEC 23 down -0.2$/mmbtu at 2.19$/mmbtu