Memuat…
S&P Global Energy analysts expect US natural gas price volatility to rise because coal retirements have eroded demand flexibility and upstream consolidation has limited supply response. They forecast the market to tighten in the second half of 2025 and stay in deficit through mid-2026, with Henry Hub averaging about $5/MMBtu in 2026.
Haynesville drilling is expected to lag rising LNG feedgas demand until producers see higher prices.
Expected tightening and rising LNG feedgas demand point to firmer domestic gas prices, which raise nitrogen fertilizer production costs for feed grain and oilseed supply chains.
spglobal.comKillian Staines23 Mei 2025Setelah 155 peristiwa makro bullish sebelumnya, Gas Alam bergerak median +0,1% selama 5 sesi (51% lebih tinggi; separuh tengah -4,0% sampai +7,1%), dan +2,0% 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.
