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QatarEnergy extended its force majeure on LNG deliveries through the end of 2026. European natural gas prices rose to their highest level since autumn 2022 as Europe and Asia lose certain term supply heading into winter.
Tighter global LNG supply lifts gas and energy costs, which raises fertilizer nitrogen production costs and supports energy-linked feed input prices.
oilprice.comOct 28, 2026After 136 past bullish geopolitics events, Natural Gas moved a median +2.7% over 5 sessions (63% higher; middle half -1.8% to +8.8%), and +4.0% over 20.
After 205 past bullish geopolitics events, Urea moved a median +0.4% over 5 sessions (53% higher; middle half -2.1% to +3.0%), and -0.4% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
