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

과거 중립 거시 이벤트 37건 이후, 천연가스은 5거래일 동안 중앙값 -0.1% 변동(상승 49%; 중간 50% 범위 -4.2%~+12.9%), 20거래일 동안 -1.1%.

• 2024. 3. 28.US gas prices to be increasingly linked to international markets through LNG+13.4%
• 2024. 1. 29.Changing LNG, oil fundamentals forces global rethink on contract base-19.2%
• 2024. 4. 26.Equinor Expects Asia, LNG Competition to Drive European Natural Gas Prices+18.9%
• 2023. 4. 24.Volatility Still Lurking in Global Natural Gas Markets Despite Easing Prices+5.5%
• 2019. 1. 24.JKM reveals three surprises in 2018 as LNG's commoditization accelerates | S&P Global-4.2%

과거 중립 거시 이벤트 102건 이후, 원유 (WTI)은 5거래일 동안 중앙값 -0.1% 변동(상승 49%; 중간 50% 범위 -3.3%~+2.5%), 20거래일 동안 +1.8%.

• 2022. 10. 17.Oil steady as recession woes counter positive Chinese signals-0.7%
• 2017. 12. 1.Crude oil prices to be under pressure in first half of 2018: S&P-1.5%
• 2018. 3. 30.Exclusive: China taking first steps to pay for oil in yuan this year - sources-4.4%
• 2026. 7. 29.ING Says Dollar to Take Cue from Oil Prices If Fed Holds Rate | Financial Post-4.4%
• 2020. 7. 29.Expert Commentary - Update on Global Gas and LNG Prices in 2020: How has it Coped with Recent Market Dynamics? - Events-HH+1.8%