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Nick Cunningham
nickcunningham.bsky.social
did:plc:7r5xfysukluplxs2hufswhe4
Long-term problem - Japan has contracted for way more LNG than it needs (consumption is declining) as a way of becoming a huge trader.
But it will increasingly need to stoke demand in SE Asia so that it can offload its LNG.
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2025-04-24T18:05:36.049Z