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North American LNG project development is slowing even as LNG prices surge. One company agreed to sell 1.5 million tonnes per annum of LNG to BP, and another said it is finalizing a construction contract.
The article highlights the gap between high prices and new capacity.
Slow new LNG capacity keeps global gas markets tight for longer, which supports high gas prices and related fertilizer costs. The effect on near-term grain or feed prices is indirect.
reuters.comScott Disavino8 nov 2021Tras 155 eventos alcista de macro pasados, Gas natural se movió una mediana de +0,1 % en 5 sesiones (51% al alza; mitad central entre -4,0 % y +7,1 %), y +2,0 % 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.
