Industry speakers at the Flame conference warned of a possible gas supply crunch by the early 2020s. They cited surging Chinese demand and a lack of new LNG project investment decisions over the past two years, with Asia-Pacific LNG prices possibly exceeding $10/MMBtu.
A future supply shortfall could push gas and LNG prices sharply higher, raising fertilizer and energy costs and prompting fuel switching in Asia. The impact on feed markets would be indirect and mostly longer-term.
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.