EnergyReader · 2026-08-09 16:16

Morgan Stanley Calls $25 Asian LNG as Middle East War Keeps 12.8 Million Tonnes Offline

By EnergyReader Newsroom · August 9, 2026

The JKM Asian LNG benchmark closed August 9 at $21.11 per MMBtu, with Morgan Stanley forecasting a move to $25 per MMBtu in the third and fourth quarters of 2026 — an upside of more than 30% to the forward curve, according to the bank's analysts in a note carried by Bloomberg.

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JKM Northeast Asia LNG marker → Strait of Hormuz oil/LNG transit flows →

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