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Wood Mackenzie outlines three phases for LNG markets through 2035: near-term volatility, a wave of new supply pushing prices lower from 2026, then a price recovery before another low-price cycle in the early 2030s. Europe prices remain high by historic standards while storage is high.
TTF has risen more than 40% over five months.
Expected LNG supply growth from 2026 points to lower gas prices later in the decade, which would ease energy costs for feed producers, though near-term volatility persists.
petroleumaustralia.com.au20 sept 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.
