US LNG arbitrage to Asia open via Panama Canal; laden flows limited

US arbitrage to Asia through the Panama Canal opens amid stronger Asian demand following the Middle East conflict, although a recent rise in LNG transits through the canal is driven by unladen carriers returning east rather than westbound laden shipments Platts assessed the US-North Asia via Panama Canal versus US-Atlantic arbitrage at plus 53.3 cents/MMBtu on April 28, while the route via theUS arbitrage to Asia through the Panama Canal opens amid stronger Asian demand following the Middle East conflict, although a recent rise in LNG transits through the canal is driven by unladen carriers returning east rather than westbound laden shipments Platts assessed the US-North Asia via Panama Canal versus US-Atlantic arbitrage at plus 53.3 cents/MMBtu on April 28, while the route via theRead More