Laden…
A Columbia CGEP commentary says US natural gas storage is about 700 Bcf below normal, with consumption and exports growing faster than production. It warns that the market is underpricing the risk of winter price spikes at Henry Hub and regional basis points.
The paper also notes that consumers are underhedged.
A structural storage deficit means limited cushion against cold weather, which supports gas prices through winter. Higher gas costs feed through to energy-intensive feed milling and ethanol co-product economics.
energypolicy.columbia.eduColumbia, CGEP16 okt 2018Na 155 eerdere opwaarts macro-gebeurtenissen bewoog Aardgas zich mediaan +0,1% over 5 sessies (51% hoger; middelste helft -4,0% tot +7,1%), en +2,0% over 20.
Bewegingen van de benchmark van elke grondstof sinds de laatste slotkoers vóór de gebeurtenis. Historische waarden bundelen eerdere gebeurtenissen van hetzelfde soort; ze beschrijven wat er gebeurde, niet wat zal gebeuren. Geen beleggingsadvies.
