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Startup of the Golden Pass LNG export project has been pushed to at least the second half of 2025 because of construction delays. Venture Global's Plaquemines LNG is also awaiting FERC approval and may start later than expected.
Analysts say these delays limit new domestic gas demand from LNG exports.
Delayed LNG capacity means less feed gas demand from export terminals, which keeps US natural gas prices under pressure. Lower gas prices reduce costs for nitrogen fertilizer and ethanol-related inputs.
在过去 24 次看跌的贸易事件之后,天然气 在 5 个交易日内中位数变动 +2.8%(54% 上涨;中间一半区间为 -4.5% 至 +7.3%),20 个交易日内为 -1.2%。
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。