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Goldman Sachs says global gas markets are moving from a heavily oversupplied period to a tighter one that will persist for several years. The bank raised its 2020/21 winter and 2021 summer TTF and JKM forecasts and expects prices to sit above forwards in 2022.
A forecast of structurally tighter gas markets supports higher energy and nitrogen fertilizer costs over the coming years, which feed buyers should factor into multi-year budgets.
businessday.ngBusinessDay15 dic 2020Tras 74 eventos alcista de informe pasados, Gas natural se movió una mediana de +1,3 % en 5 sesiones (55% al alza; mitad central entre -4,0 % y +11,3 %), y +2,1 % 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.
