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2026/05/01マクログローバル

While Asia and Europe scramble for natural gas, the US glut has nowhere to go

Iran's war and attacks on Gulf energy producers have halted about 20% of global LNG supply, including damage to Qatari facilities. US Henry Hub gas fell to a 17-month low near $2.52/mmBtu because pipelines are full and LNG export plants are at capacity, while Europe and Asia prices soared.

重要性

US gas is cut off from overseas buyers by export capacity limits, so global LNG tightness does not transmit to domestic US gas prices. Feed buyers face little direct corn or meal impact, but elevated energy costs in import markets matter for fertilizer and freight.

影響を受ける銘柄天然ガス▼

1 件のソース
reuters.comScott Disavino, Curtis Williams2026/05/01

価格反応と履歴

天然ガス▼弱気現時点1d +0.0%5d +1.2%20d +22.6%

過去の弱気なマクロイベント59件の後、天然ガスは5営業日で中央値 +1.3% 動き（58% が上昇。中央50%は -5.0% から +5.2%）、20営業日では -2.0% 動きました。

2021/03/12Asia and LNG Are Disrupting Europe’s Natural Gas Price Model - Bloomberg-8.1%
2023/01/03Natural Gas Prices in Europe Fall to Pre-Invasion Levels - The New York Times-4.8%
2020/04/02Feature: Unfettered global natural gas market a sign of the times+11.2%
2020/05/11Natural Gas Exports Slow as Pandemic Reduces Global Demand - The New York Times-7.2%
2025/04/28Supply Disruptions Not Enough to Lift Global Natural Gas Prices as Asian Demand Remains Weak — LNG Recap+18.9%

イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。

天然ガス NATGAS · GP ▸

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