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The IEA's quarterly gas report says the Middle East crisis has removed close to 20% of global LNG supply from the market since March, with Strait of Hormuz shipping disrupted. Gas prices in Asia and Europe reached their highest since January 2023, and the expected wave of new LNG supply is being pushed back.
Losing a fifth of LNG supply tightens global gas balances and raises energy costs for fertilizer and feed processing, which supports nitrogen and energy-linked feed input prices.
iea.org24 Apr 2026Setelah 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.
