
Wood Mackenzie reports that European gas and LNG prices have risen recently on Russian supply risks, Norwegian field maintenance and rising Asian LNG demand. Chinese LNG imports rose 22% year to date and TTF is up 40% over three months, near US$11/MMBtu.
European storage is forecast to reach full capacity by late September.
High European gas prices raise nitrogen fertilizer costs and can squeeze European feed and processing margins. Forecast full storage and softer Asian demand would ease prices later in the year.
Setelah 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.