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Wood Mackenzie outlines five factors for North American gas markets this winter. These include producers managing supply by delaying well turn-ins, storage, power market shifts, imports, LNG exports and weather.
Producer responsiveness to price is becoming more common in 2024.
Producers adjusting output in response to prices could limit supply shocks and cap volatility. Weather and LNG demand remain the main drivers of US gas prices this winter.
woodmac.comEric McGuire1 dic 2024Tras 37 eventos neutral de macro pasados, Gas natural se movió una mediana de -0,1 % en 5 sesiones (49% al alza; mitad central entre -4,2 % y +12,9 %), y -1,1 % en 20.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.
