Timeline
JKM
S&P Global Platts' daily spot-LNG benchmark for Northeast Asian delivery; the world's swing-cargo price signal.
27 of 27 entries (27 events, 0 interactions)
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#27 15 Jul
The arb flips west; no cargo follows
European Energy Markets#25 9 Jul
Mentioned in: Qatar halts LNG ramp on carrier strike
European Energy Markets#23 3 Jul
Mentioned in: Hormuz stand-down has not reopened the strait
European Energy Markets#24 30 Jun
Held its arb against TTF near late-June levels
European Energy Markets: LNG carriers run under a separate cap#22 29 Jun
Compressed to near-parity with TTF (~USD 11.1/MMBtu), with TTF at times the dearer leg, ending Asia's pull on Atlantic LNG cargoes
European Energy Markets: LNG arb hits parity, Qatar trains dark#21 22 Jun
Fell 18% week-on-week to about USD 15.3/MMBtu as Strait of Hormuz risk deflated
European Energy Markets: JKM-TTF arb collapses as tankers return#20 22 Jun
Goldman and OIES split the winter
European Energy Markets#19 17 Jun
Remained above TTF on freight-adjusted basis, keeping Atlantic cargoes routing east despite arb compression
European Energy Markets: Asia clears the LNG queue first#18 15 Jun
Mentioned in: TTF breaks its floor into the import ban
European Energy Markets#18 12 Jun
Printed USD 18.86/MMBtu on 12 June, widening the arb to USD 5.26 and diverting Atlantic cargoes to Asia
European Energy Markets: The squeeze is the LNG the ban misses#17 11 Jun
Physical spreads split from the prompt
European Energy Markets#16 1 Jun
Compressed to USD 1.225/MMBtu above TTF, narrowing Asia's cargo advantage
European Energy Markets: JKM-TTF arb halves, still points Asia#9 12 May
Mentioned in: Storage 35.4% met, 80% trajectory missed
European Energy Markets#8 8 May
Held in low-USD 18s/MMBtu, maintaining USD 2.90-3.30/MMBtu spread over TTF
European Energy Markets: TTF holds EUR 43-47 through Hormuz week#9 7 May
Remained premium to TTF at USD 2.30/MMBtu, still routing flexible Atlantic cargoes east
European Energy Markets: JKM-TTF spread narrows to USD 2.30#6 27 Apr
Traded at USD 16.55/MMBtu on 28 April, above TTF equivalent, routing Mubaraz to China
European Energy Markets: Mubaraz: first loaded LNG out of Hormuz#3 22 Apr
Mentioned in: [RETRACTED] Equinor shuts Hammerfest LNG from 22 April
European Energy Markets#4 22 Apr
Mentioned in: EU needs 469 TWh injection, 39 extra cargoes
European Energy Markets#4 18 Apr
Mentioned in: Iran re-closes Hormuz after one-day opening
European Energy Markets#3 17 Apr
Mentioned in: TTF trades EUR 41.67 intraday, extending six-week low
European Energy Markets#2 15 Apr
Mentioned in: Russian LNG ban lands 25 April, no replacement named
European Energy Markets#2 15 Apr
Mentioned in: TTF trades at EUR 42.26 on ceasefire hope
European Energy Markets#2 15 Apr
Mentioned in: Asian LNG down 8.6% as Wheatstone stays offline
European Energy Markets#2 13 Apr
Mentioned in: EU LNG terminals drew 163kt in three days
European Energy Markets#3 10 Apr
Mentioned in: Final pre-conflict Qatari LNG tanker docks UK
European Energy Markets#1 1 Apr
Eight LNG cargoes diverted to Asia
European Energy Markets#3 1 Apr