Managed LNG Rebalancing

The most likely outcome is that Europe pays a premium for US LNG but avoids a disorderly scramble through joint tenders, storage mandates and longer-term contracts. Germany, the Netherlands, Italy and Poland use expanded regasification capacity while Brussels coordinates purchases to reduce intra-EU competition.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.