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US natural gas prices rose on Monday while overseas benchmarks lost steam after two weeks of gains. The February TTF contract closed at $14.58/MMBtu, up 7% on the week, as the Ukraine transit agreement neared expiry.
Putin said alternative transit proposals would be difficult to achieve given Gazprom's long-term contracts.
Expiry of the Russian transit route and tight European supply support higher global LNG prices and energy costs. This tends to firm the nitrogen fertilizer and energy complex that feed buyers face.
在过去 136 次看涨的地缘政治事件之后,天然气 在 5 个交易日内中位数变动 +2.7%(63% 上涨;中间一半区间为 -1.8% 至 +8.8%),20 个交易日内为 +4.0%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。