From December 1st to 9th, 2025, the production price of LNG in Inner Mongolia showed a unilateral and smooth downward trend, and the market sentiment was clearly bearish. The price dropped significantly from 4,074 RMB/ton on December 1st to 3,874 RMB/ton on December 9th, with a cumulative decrease of 200 RMB/ton.

This is the main downward phase of this round of decline, with prices plummeting sharply. Especially from December 3rd to 4th, the price drop was the most significant, with a large absolute percentage of daily decline, indicating strong selling power and panic selling sentiment.

The slope of price decline has significantly slowed down, entering a bearish or weak consolidation state. This indicates that after a rapid decline, the market may have experienced low-level exploratory buying or temporary release of selling pressure, weakening the downward momentum of prices and seeking short-term support.

This decline can also be seen as a deep correction to the irrational surge from late October to November. The current price is returning to a more reasonable value range determined by actual supply and demand.

The continuous decline in prices has strengthened the market's bearish expectations, leading downstream users to adopt a wait-and-see strategy of "buying up and not buying down", purchasing on demand, further reducing actual transaction support.

Supply side: The upstream gas source supply is stable, and the arrival of domestic gas and imported sea gas at the port is sufficient (the import shipping schedule increased by 11.36% in November). The operating rate of LNG plants remains at a high level, resulting in abundant spot resources in the market.

Demand side: Although it is winter, the increase in heating demand during this period may not be as expected, or industrial demand may be suppressed due to environmental and economic factors, making it difficult to digest sufficient supply.

Short term outlook: The price has slowed down after approaching the 3,800 RMB/ton line, indicating that there may be short-term technical support in the region. It is expected that the price will fluctuate and consolidate within the current low range (3,800-3,900 RMB/ton) in the short term to confirm whether an effective bottom has been constructed

In summary, the recent LNG market in Inner Mongolia is in a clear downward trend, with the dominant logic being loose supply coupled with weak demand. After quickly releasing risks, the market's decline eased towards the end of the month.

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