Japan’s LNG stocks seen to benefit from Middle East supply risk (opens original article in a new tab)

Japanese liquefied natural gas (LNG)-related stocks are expected to benefit from increased focus on alternative supply chains due to Middle East supply risks, with rising investment and higher LNG prices in Northeast Asia.

• Japanese LNG-related stocks may benefit from Middle East supply risks and infrastructure rebuilding
• Companies involved in LNG terminals and equipment are seeing increased investment
• LNG prices in Northeast Asia remain over 40% higher than pre-Iran war levels
• Analysts note uncertainty about long-term demand for LNG and new projects outside the Middle East