
European and Asian spot LNG prices spiked to about $10.44 and $10.46 per MMBtu in the third week of April after Iran-Israel missile attacks, then eased to about $9.2 and $10.135. Norwegian pipeline supply fell 11% week-on-week to 273.8 MMcmd, with Snohvit's gas leak during maintenance.
Norwegian supply outages and geopolitical risk support European and Asian gas prices, but weak demand in price-setting regions caps the upside. The effect on feed commodities comes mainly through energy and fertilizer costs.
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.