
Benchmark LNG prices were around $31/MMBtu as buyers scrambled to replenish stocks. European gas storage remained about 15% below five-year averages entering the withdrawal season, and storage was not expected to normalise before October 2022.
Germany's regulator also suspended approval of a major Russian gas pipeline, adding to upward pressure on regional prices.
Tight European storage and high LNG prices pull global LNG cargoes toward Europe and keep energy costs elevated. Higher gas costs raise nitrogen fertilizer production expenses, which supports feed-grain input costs.
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.
Setelah 92 peristiwa makro bullish sebelumnya, Urea bergerak median +0,0% selama 5 sesi (50% lebih tinggi; separuh tengah -2,0% sampai +3,6%), dan +4,8% 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.