The latest U.S.-China tariff agreement does not include LNG, leaving JKM and TTF pricing largely unaffected, according to Platts.
The newly created U.S.-China Board of Trade could eventually expand negotiations to commodities, potentially reopening a path for U.S. LNG trade with China.
For now, however, there is no immediate change to LNG flows, and broader negotiations could take months.
AI Take
Neutral
합의에 LNG가 포함되지 않아 JKM과 TTF 가격은 대체로 영향을 받지 않을 것으로 보입니다. 당장 LNG 거래 흐름의 변화도 없지만, 향후 협상 확대 가능성은 남아 있습니다.