Memuat…
CME Group commentary notes that Covid-19 demand destruction and oversupply have pushed gas prices in the US, Europe and Asia to near parity. Henry Hub, JKM and TTF are becoming linked through LNG trading economics, with the relative spread determining whether cargoes are exported.
Converging global gas prices reduce the incentive for LNG arbitrage, which weakens export pull on US gas and keeps domestic prices subdued. For feed buyers the link is indirect, affecting natural gas costs for fertilizer and ethanol production.
cmegroup.com16 Jun 2020Setelah 59 peristiwa makro bearish sebelumnya, Gas Alam bergerak median +1,3% selama 5 sesi (58% lebih tinggi; separuh tengah -5,0% sampai +5,2%), 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.
