LNG
LNG is treated here not just as a molecule, but as a market structure. What matters is origin, available volume, seasonality, document quality, terminal fit and the question of where the molecule can actually be monetised. Pricing therefore emerges from delivered economics rather than origin price alone, including freight, storage, heating, quality risk, certification and regulatory fit.
Liquefaction, vessel flows, regasification, seasonality and destination switching.
Market structure
Market role
LNG sits at the intersection of physical molecules, policy pull and route design.
Pricing logic
Delivered economics depend on feedstock cost, processing, freight, storage, proof and timing.
Logistics
Tanks, heating, line compatibility, vessel availability and terminal access can materially change value.
Compliance
Proof systems, GHG methodology, eligibility and sanctions screening travel with the cargo.
Flowcharts & market visuals
FAQ
What moves LNG pricing?
Delivered economics: feedstock, processing, freight, storage, timing, certification and policy pull.
Why does logistics matter for LNG?
Temperature, tank access, line compatibility, vessel timing and terminal capability can reshape value.
Why is documentation critical for LNG?
Proof systems, certificates, mass-balance logic and import scrutiny often determine marketability.