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Industry speakers at the Flame conference warned of a possible gas supply crunch by the early 2020s. They cited surging Chinese demand and a lack of new LNG project investment decisions over the past two years, with Asia-Pacific LNG prices possibly exceeding $10/MMBtu.
A future supply shortfall could push gas and LNG prices sharply higher, raising fertilizer and energy costs and prompting fuel switching in Asia. The impact on feed markets would be indirect and mostly longer-term.
energyintel.com16 may 2018Tras 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.
