
Asian LNG prices have broken every record amid cold weather and supply bottlenecks including limited production, shipping, Panama Canal passage and storage. The author argues the crisis will prompt investment in supply, reassessment of spot-market reliance, and regulatory scrutiny.
The piece also questions the existence of a truly global gas market.
Expensive natural gas raises energy and fertilizer production costs, and could encourage fuel switching in power generation, which affects feed-relevant energy 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.
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.