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Multiple supply-side shocks (China coal disruptions, Indonesian policy chaos) plus geopolitical tensions create near-term scarcity expectations for LNG, likely supporting prices and increasing volatility.
What happened, with direct paths to the underlying reporting
Global LNG markets face renewed tightness as Indonesia's export policies grow uncertain and a deadly coal-mine accident disrupts China's largest coal region. Analysts say supply strains from these events, together with energy-market volatility tied to the U.S.-Israel-Iran conflict, could push LNG prices higher in the near term.
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