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

Após 37 eventos neutro de macro passados, Gás natural subiu em mediana -0,1% em 5 sessões (49% de alta; metade central de -4,2% a +12,9%), e -1,1% em 20.

• 28 de mar. de 2024US gas prices to be increasingly linked to international markets through LNG+13,4%
• 29 de jan. de 2024Changing LNG, oil fundamentals forces global rethink on contract base-19,2%
• 26 de abr. de 2024Equinor Expects Asia, LNG Competition to Drive European Natural Gas Prices+18,9%
• 24 de abr. de 2023Volatility Still Lurking in Global Natural Gas Markets Despite Easing Prices+5,5%
• 24 de jan. de 2019JKM reveals three surprises in 2018 as LNG's commoditization accelerates | S&P Global-4,2%

Após 102 eventos neutro de macro passados, Petróleo (WTI) subiu em mediana -0,1% em 5 sessões (49% de alta; metade central de -3,3% a +2,5%), e +1,8% em 20.

• 17 de out. de 2022Oil steady as recession woes counter positive Chinese signals-0,7%
• 1 de dez. de 2017Crude oil prices to be under pressure in first half of 2018: S&P-1,5%
• 30 de mar. de 2018Exclusive: China taking first steps to pay for oil in yuan this year - sources-4,4%
• 29 de jul. de 2026ING Says Dollar to Take Cue from Oil Prices If Fed Holds Rate | Financial Post-4,4%
• 29 de jul. de 2020Expert Commentary - Update on Global Gas and LNG Prices in 2020: How has it Coped with Recent Market Dynamics? - Events-HH+1,8%