
Gas shortages in Europe and Asia have pushed up prices and export volumes for US natural gas. US gas production has recovered slowly from its mid-2020 low, so supply is not keeping pace.
Higher gas costs have led power generators to switch toward coal.
Stronger US gas prices raise costs for nitrogen fertilizer and ethanol production, which feeds into corn and feed ingredient prices. Coal's relative price advantage also shifts power-sector fuel demand.
Tras 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.