Asian spot LNG hit about $28/mmBtu, nearly double last year's $13-14, as Qatari cargoes are delayed by Middle East disruption. Crude is above $100/bbl, and Bangchak's CEO expects elevated oil prices well into 2027 because of lost refining capacity. Thailand is shifting LNG supply toward US cargoes (70-80% of spot and term purchases). For an SME, plan for higher fuel and electricity costs over the coming months: review energy budgets, pricing and contracts with suppliers, and expect winter-season demand to keep spot prices volatile.
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