ORG.AX in “The LNG Wave Breaks Gas Scarcity”
Origin Energy Limited
Origin's stake in Australia Pacific LNG leaves it exposed to weaker Asian LNG realizations on uncontracted cargoes and future contract resets.
ORG.AX impact map — “The LNG Wave Breaks Gas Scarcity”
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Jul 20, 2026 – Oct 19, 2026 · 68 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.
BEAR side — Origin's stake in Australia Pacific LNG leaves it exposed to weaker Asian LNG realizations on uncontracted cargoes and future contract resets.
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