LNG macro analysis, page-1901

https://www.spglobal.com/platts/en/market-insights/latest-news/natural-gas/020119-south-korea-to-cut-lng-taxes-by-74-in-april-raise-thermal-coal-tax-by-27

Seoul — South Korea has decided to lower taxes on LNG by as much as 74%, while raising taxes on thermal coal by 27%, from April this year as part of efforts to reduce the country's heavy reliance on coal in power generation, government officials said Friday.

Only a matter of time before other countries do this- tax coal more and foster gas as a transition fuel.

This should be a big boost to LNG demand in the Worlds No 3 LNG buyer,