
IHS Markit says US LNG export terminal utilization has fallen to about 65% and could drop below 50%. Roughly 130 cargoes could be cancelled between May and October as European and Asian prices slip toward Henry Hub levels.
Feed gas deliveries fell from about 9 Bcf/d earlier in the year to below 5 Bcf/d in May before partly recovering.
Lower US LNG exports reduce demand for Henry Hub gas, which is bearish for US natural gas prices. Volatile feed gas flows add price uncertainty for energy-intensive feed and fertilizer costs.
Setelah 24 peristiwa perdagangan bearish sebelumnya, Gas Alam bergerak median +2,8% selama 5 sesi (54% lebih tinggi; separuh tengah -4,5% sampai +7,3%), dan -1,2% 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.