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Goldman Sachs said that the continued growth in global LNG supply may cause storage facilities in northwestern Europe to become saturated in 2028/2029, putting pressure on the Dutch ownership transfer center and natural gas prices in the Japan/South Korea market to a sufficiently low level to reduce global LNG supply by eliminating arbitrage space for US LNG exports.

Zhitongcaijing·12/08/2025 02:57:04
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Goldman Sachs said that the continued growth in global LNG supply may cause storage facilities in northwestern Europe to become saturated in 2028/2029, putting pressure on the Dutch ownership transfer center and natural gas prices in the Japan/South Korea market to a sufficiently low level to reduce global LNG supply by eliminating arbitrage space for US LNG exports.