2022 0224
2022 0224 collection
1. JKM price rises from 26 to 36 $/mmbtu, 9 $ increase within a day.
2. The first time that price in Murmansk is bigger than others'. Before, Murmansk price is the lowest among the whole world.
3. Japan has 240 days of oil reserves, 2-3 weeks of LNG stocks. So clever.....
4. Stade LNG in Germany, end-2026 is the earliest start date. 12 bcm = 8.8 mtpa.
5. 50.6 BCM is from Russia to Germany in 2021, accounting for 60% of German Gas Imports, while in 2020, it is 45.8 BCM.
6. Poland receives Russia gas as normal.