Unions threaten to stop Inpex Ichthys LNG loadings from next week - Reuters
1 min readAnalysis by AlgoThesis Editorial Desk
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The story
Australian unions are threatening to halt LNG loadings at Inpex's Ichthys facility starting next week, putting one of the world's largest LNG projects at risk of a supply disruption. Ichthys produces ~8.9 mtpa and any stoppage could spike spot Asian LNG prices and benefit competing LNG exporters like Shell, Woodside, and US LNG operators.
The two-sided take
The house read
Wrong ifUnions reach a deal quickly before any loading is actually stopped, collapsing the spot LNG premium and reversing the sympathy trade in WDS and LNG within hours of the announcement.
Published read · research, not advice