2025-12-30 04:07:12

LNG market just hit a turning point. Global liquefied natural gas exports in 2025 are tracking the biggest surge in three years, driven by fresh capacity coming online across North America. This matters more than it sounds—energy prices feed directly into inflation dynamics, which shapes central bank moves and risk appetite. When North American LNG ramps up, it typically signals expanding production capacity and moderating energy costs. Worth watching how this plays into the broader macro picture heading into Q2.

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MiningDisasterSurvivor

· 01-02 03:08

I've been through it all. Every time, energy prices are hyped up to the sky. In 2018, they said that capacity expansion could stabilize inflation, but what happened? It was proven wrong. North America has increased capacity this time, but don't forget that geopolitical situations can change at any moment. Energy isn't that simple.

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bridge_anxiety

· 2025-12-31 03:09

NGL North America LNG, if this wave rises, energy costs will really decrease, but the problem is, what does this mean for Europe... The Russia-Ukraine situation isn't over yet.

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MidnightMEVeater

· 2025-12-30 04:37

Good morning, all nocturnal creatures. Is LNG rising? Haha, it's another good show of energy arbitrage. Let's see who gets the first bite in the dark pool.

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GasFeeCrier

· 2025-12-30 04:33

North American LNG takes off, will the energy inflation pressure ease? Will the central banks loosen their grip after this wave, and wait to see how Q2 unfolds?

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PerennialLeek

· 2025-12-30 04:31

North American LNG has indeed helped to suppress energy prices, but the real question is how long this wave of price increase can last... Previous surges have all been fleeting.

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NotSatoshi

· 2025-12-30 04:16

Are energy prices really that impressive? Do they directly influence central bank decisions? That's a bit of an exaggeration...

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DefiOldTrickster

· 2025-12-30 04:11

North America LNG volume increase? This will give energy costs some relief, and inflation expectations will need to be adjusted accordingly. The era of rapid, unchecked growth is over, and now it's about seeing if we can find arbitrage opportunities in the energy sector. The direction in Q2 depends on the stance of each country's central banks. If this wave can truly suppress PPI, the story of long-term fixed income yields will come back.

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