Sunk vs. variable: The hidden price trap in U.S. LNG deals – 1 May 2025

Indian gas buyers are always finding stability in long LNG deals

The cargoes come at a steady pace and there is price certainity

Spot deals do not provide that.

But the point to note is that spot is not always bas. For now, LNG arbitrage seems to have weakened for US LNG

And spot prices are lower than long term cargoes