Analysis: First Chinese gas contracts linked to international LNG prices signal oil-gas decoupling continues

過去の中立なマクロイベント37件の後、天然ガス は5営業日で中央値 -0.1% 動き（49% が上昇。中央50%は -4.2% から +12.9%）、20営業日では -1.1% 動きました。

• 2024/03/28US gas prices to be increasingly linked to international markets through LNG+13.4%
• 2024/01/29Changing LNG, oil fundamentals forces global rethink on contract base-19.2%
• 2024/04/26Equinor Expects Asia, LNG Competition to Drive European Natural Gas Prices+18.9%
• 2023/04/24Volatility Still Lurking in Global Natural Gas Markets Despite Easing Prices+5.5%
• 2019/01/24JKM reveals three surprises in 2018 as LNG's commoditization accelerates | S&P Global-4.2%

過去の中立なマクロイベント102件の後、原油(WTI) は5営業日で中央値 -0.1% 動き（49% が上昇。中央50%は -3.3% から +2.5%）、20営業日では +1.8% 動きました。

• 2022/10/17Oil steady as recession woes counter positive Chinese signals-0.7%
• 2017/12/01Crude oil prices to be under pressure in first half of 2018: S&P-1.5%
• 2018/03/30Exclusive: China taking first steps to pay for oil in yuan this year - sources-4.4%
• 2026/07/29ING Says Dollar to Take Cue from Oil Prices If Fed Holds Rate | Financial Post-4.4%
• 2020/07/29Expert Commentary - Update on Global Gas and LNG Prices in 2020: How has it Coped with Recent Market Dynamics? - Events-HH+1.8%