Jul. 8 at 8:24 PM
$VG
While total exported cargo volume and TBtu counts saw a minor sequential dip in Q2, the most notable takeaway is the massive 68.8% surge in the implied weighted average fixed liquefaction fee—jumping from
$3.82/MMBtu up to
$6.45/MMBtu. This substantial fee increase indicates significantly stronger pricing captured on revenue-recognized volumes during the second quarter.