Europe: Nitrates prices decline following restarts; now nearing breakeven levels

과거 거시 이벤트 113건 이후, 요소은 5거래일 동안 중앙값 0.0% 변동(상승 48%; 중간 50% 범위 -2.0%~+3.3%), 20거래일 동안 +3.7%.

• 2023. 3. 20.Global Natural Gas Prices Keep Falling as Demand Weakens, Banking Crisis Weighs on Markets – LNG Recap+0.3%
• 2023. 3. 24.US natgas prices slump after mild winter leaves big surplus | Reuters-0.8%
• 2020. 3. 20.Coronavirus impact hits western urea markets hard, east faring better for now-1.2%
• 2026. 7. 30.Brazil fertilizer deliveries seen falling at least 10%-4.0%
• 2023. 1. 9.Looking to a turn in the commodity price cycle - CRU Group-2.9%

과거 하락 거시 이벤트 59건 이후, 천연가스은 5거래일 동안 중앙값 +1.3% 변동(상승 58%; 중간 50% 범위 -5.0%~+5.2%), 20거래일 동안 -2.0%.

• 2023. 1. 3.Natural Gas Prices in Europe Fall to Pre-Invasion Levels - The New York Times-4.8%
• 2021. 3. 12.Asia and LNG Are Disrupting Europe’s Natural Gas Price Model - Bloomberg-8.1%
• 2023. 3. 20.Global Natural Gas Prices Keep Falling as Demand Weakens, Banking Crisis Weighs on Markets – LNG Recap-10.6%
• 2022. 11. 7.Column: LNG market in trifecta of change to prices, flows and seasonality - Energy News, Top Headlines, Commentaries, Features & Events - EnergyNow.com+5.0%
• 2019. 3. 21.Morgan Stanley: Low European gas prices to prompt US LNG utilization cuts | Oil & Gas Journal-4.9%