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The International Energy Agency says growing LNG supply, particularly from North America, and more flexible trading arrangements are helping global gas markets absorb the Hormuz supply shock. The agency warns that risks to global gas security remain acute.
Rising non-Middle East LNG supply and flexible contracts ease the pressure on gas-linked energy and fertiliser costs, which would limit upside in nitrogen prices and feed-processing costs. The IEA's warning keeps a risk premium in place.
lngjournal.comIan CochranNov 5, 2026After 62 past bearish report events, Natural Gas moved a median -3.0% over 5 sessions (42% higher; middle half -7.6% to +4.6%), and -0.5% 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.
