◂ 이벤트 타임라인

2020. 10. 30.물류글로벌

Panama Canal Clogged With Ships, and Pandemic Is Making It Worse

Bloomberg via Financial Post reports LNG carriers waited up to nine days to transit the Panama Canal, with unbooked vessels facing 10 to 15 day waits and booked ones 5 to 10 days. The delays have lifted spot charter rates and disrupted US-to-Asia LNG supply.

중요한 이유

Higher LNG charter costs and route disruptions weigh on US gas export economics and can push cargoes to alternative routes, supporting spot freight rates.

영향 대상천연가스▲

출처 1건
financialpost.comBloomberg News2020. 10. 30.

가격 반응 및 이력

천연가스▲상승현재까지1d +0.3%5d -11.5%20d -16.6%

과거 상승 물류 이벤트 54건 이후, 천연가스은 5거래일 동안 중앙값 -1.8% 변동(상승 43%; 중간 50% 범위 -5.7%~+6.2%), 20거래일 동안 +5.1%.

2020. 10. 30.Congestion Hits the Panama Canal and the Pandemic Isn't Helping-11.5%
2020. 11. 7.Between 10 and 15 Days to Cross the Panama Canal Without a Reservation » Puente de Mando+4.7%
2020. 11. 3.LNG tankers without reservations seeing longer waiting times at Panama Canal --12.5%
2026. 6. 24.Two Pressures, One Canal: Conservation Meets Geopolitics at Panama | Engineering News-Record+3.7%
2022. 9. 27.Looming Feedstock Prices and Supply Constraints Pressurized the Methionine Prices in the U.S-11.5%

각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.

천연가스 NATGAS · GP ▸

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