
The IEA's Q3 Gas Market Report forecasts global natural gas demand will fall 0.5% this year, mainly from lower use in power and industry. Tighter supply and high prices from the Middle East war are the main drivers, partly offset by LNG from other regions.
Traffic through the Strait of Hormuz has recovered since mid-June but remains well below pre-conflict levels.
Lower demand is being outweighed by constrained LNG supply, which keeps gas and fertilizer-linked input costs elevated for feed producers. Uncertainty over Hormuz flows keeps upside price risk in place.
Setelah 136 peristiwa geopolitik bullish sebelumnya, Gas Alam bergerak median +2,7% selama 5 sesi (63% lebih tinggi; separuh tengah -1,8% sampai +8,8%), dan +4,0% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.