Loading…
Damage to Qatar’s LNG production facilities during the Middle East war reduced global LNG supply, while demand declined only slightly. Northeast Asian spot LNG prices reached about $32 per MMBtu, roughly triple their level earlier in the year, and South Korea’s industrial city-gas wholesale cost rose 66% year over year.
Lower LNG availability alongside winter demand is tightening supply and lifting gas prices. Higher industrial gas costs in South Korea raise production expenses, while the government’s freeze on public-use charges adds pressure to the Korea Gas Corporation’s finances.
mk.co.kr강민우, 이동인Nov 9, 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.
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.
