
LNG Industry reports that Europe may absorb more LNG in 2018 as global liquefaction capacity grows. Analysts say pipeline suppliers such as Gazprom may need to lower prices to keep out uncommitted cargoes.
The piece gives a UK NBP premium over Henry Hub of about US$1 to $1.45/MMBtu as the range that would attract or deter US LNG.
Growing LNG supply into Europe increases competition and tends to cap gas prices, which lowers the cost of gas-based fertilizer and processing. The effect on feed markets is limited and gradual.
Tras 24 eventos bajista de comercio pasados, Gas natural se movió una mediana de +2,8 % en 5 sesiones (54% al alza; mitad central entre -4,5 % y +7,3 %), y -1,2 % 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.