# Poten & Partners  Freight Waves: How war, shipping boom, China lockdowns impact Panama Canal Poten & Partners

> Poten & Partners analyst Jon McDonald said Europe's LNG imports remain high and there is not enough supply to satisfy both Europe and Asia all year. Northeast Asia will need to rebuild inventories ahead of winter, which should pull more cargoes to the region from summer.

- Date: 2022-05-02 · published 2022-05-02T12:00:00.000Z
- Category: macro · region Global · magnitude low
- Page: https://feedsoft.ai/events/41303-poten-and-partners-freight-waves-how-war-shipping-boom-china-lockdowns-impact
- Commodities: [Natural Gas](https://feedsoft.ai/c/NATGAS.md), [Ocean Grain Freight](https://feedsoft.ai/c/OCEANFRT.md)

## Why it matters

Tight LNG supply supports natural gas prices, which feed into nitrogen fertilizer and energy costs. Expected Asian restocking adds to freight demand.

## Read by commodity

- NATGAS: bullish ▲
- OCEANFRT: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| NATGAS | 2021-01-19 | [China's shift from coal helped natural gas prices hit records: Eurasia](https://feedsoft.ai/events/49336-china-s-shift-from-coal-helped-natural-gas-prices-hit-records-eurasia.md) | -6.5% | +112.7% |
| NATGAS | 2017-12-01 | [China's Gas Push Bites as Winter's Arrival Brings Fuel Shortages](https://feedsoft.ai/events/68160-china-s-gas-push-bites-as-winter-s-arrival-brings-fuel-shortages.md) | -8.4% | +8.5% |
| NATGAS | 2018-03-09 | [Ind-Ra: Higher LNG Prices to Impact Urea Production Beyond Reassessed Capacity](https://feedsoft.ai/events/66299-ind-ra-higher-lng-prices-to-impact-urea-production-beyond-reassessed-capacity.md) | -3.1% | -0.8% |
| NATGAS | 2021-08-26 | [Asian gas importers brace for steep winter LNG prices \| S&P Global](https://feedsoft.ai/events/45734-asian-gas-importers-brace-for-steep-winter-lng-prices-s-and-p-global.md) | +14.4% | +25.1% |
| NATGAS | 2022-05-26 | [Canadian dollar nears a three-week high as energy vies with housing. What's next](https://feedsoft.ai/events/41657-canadian-dollar-nears-a-three-week-high-as-energy-vies-with-housing-what-s-next.md) | -5.6% | -34.7% |

## Sources

- poten.com: https://www.poten.com/freight-waves-how-war-shipping-boom-china-lockdowns-impact-panama-canal/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.