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LNG shipping stocks: Driven by spot rates or geopolitics?

The UP World LNG Shipping Index (UPI) gained 1.12% over the past week, while the S&P 500 declined by 3.1%. Despite persistently low spot rates, geopolitical developments—such as the U.S. administration’s unclear energy policies and potential interest in Nord Stream 2—have significantly impacted LNG shipping stocks more significantly. Quarterly results from Awilco LNG and Cool …