Citigroup says Russian gas shipments to Europe have pushed European storage near full and added to oversupply. The bank suggests Moscow may be testing US LNG export resilience, and it estimates that restricting US LNG for two months could remove about 400 bcf of supply.
Otherwise, Russian pipeline flows may need to fall about 15% year on year.
A possible LNG restriction or Russian supply cut could tighten gas balances and lift prices. The link to feed commodities is indirect.
Setelah 136 peristiwa geopolitik bullish sebelumnya, Gas Alam bergerak median +2,7% selama 5 sesi (63% lebih tinggi; separuh tengah -1,8% sampai +8,8%), dan +4,0% 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.