More on the monster global gas glut

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Société Générale has weighed in on the forthcoming surge in global LNG supply.

SG argues that an increase in the supply of LNG basically makes the world’s gas markets more connected.

The US, European, and Asian (JKM) gas markets are all in the same hemisphere, so their seasonal patterns are pretty much the same.

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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.