Live Updates > Live Update Details
2025-11-12 17:18:46
[Energy Game Escalates, Market Undercurrents Rise] ⑴ The UK announced a phased ban on shipping and insurance services for Russian liquefied natural gas (LNG) exports starting in 2026, directly impacting the cash flow of Russian energy exports. ⑵ The current European gas supply landscape is facing restructuring, potentially leading to increased volatility in long-term contracts and spot prices. Traders need to pay attention to the export trends of alternative energy suppliers. ⑶ Shipping insurance rates jumped after the announcement, reflecting the market's repricing of energy transportation risks, and trading activity in related commodity derivatives has significantly increased. ⑷ The ban has a two-year transition period and will not cause supply disruptions in the short term, but negotiations for long-term purchase contracts after 2025 will become more complex, providing a window of opportunity for cross-commodity arbitrage. ⑸ Market sentiment has turned cautious, with some funds flowing into safe-haven assets. The Swiss franc and Japanese yen received buying support during Asian trading hours, while the US dollar index remained volatile at high levels. ⑹ Future focus should be on the investment progress of LNG projects in Qatar and the US, as capacity expansion in these regions will determine the direction of the redistribution of global energy trade flows.
