036460.KS in “The LNG Wave Breaks Gas Scarcity”
Korea Gas Corporation
Lower LNG import prices ease working-capital pressure and reduce the burden of regulated tariff mismatches.
036460.KS impact map — “The LNG Wave Breaks Gas Scarcity”
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Price history, marked with story events
Jul 20, 2026 – Oct 19, 2026 · 65 sessions
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Full story
The LNG Wave Breaks Gas Scarcity
A surge of export capacity is pulling Asian and European gas prices down while tightening the US feedgas market.
BULL side — Lower LNG import prices ease working-capital pressure and reduce the burden of regulated tariff mismatches.
Read the full The LNG Wave Breaks Gas Scarcity storyBull side
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036460.KS in “The LNG Wave Breaks Gas Scarcity”
FadingExposure: not rated yetA surge of export capacity is pulling Asian and European gas prices down while tightening the US feedgas market.
Lower LNG import prices ease working-capital pressure and reduce the burden of regulated tariff mismatches.
Bear side
1 story- War Will Increase Renewable Energy
036460.KS in “War Will Increase Renewable Energy”
FadingExposure: not rated yetEnergy security turns wind, solar, storage and grids into strategic infrastructure.
South Korea’s reliance on imported LNG leaves Korea Gas exposed to geopolitical price shocks and eventual displacement by domestic low-carbon electricity.