加载中…
Asian buyers have signed about ten long-term LNG contracts since January 2024, with three or more linked to Henry Hub. Buyers are renegotiating Brent-linked deals because JKM prices have fallen below Brent-linked LNG prices.
Henry Hub forward curves are seen reaching $4-5/MMBtu over 2027-28.
Rising Henry Hub-linked long-term contracts point to firmer US gas prices in the medium term. Shifting pricing away from crude-linked formulas reduces buyers' exposure to oil-driven swings.
spglobal.comMelody Li, Margaret Rogers2024年6月1日在过去 59 次看涨的贸易事件之后，天然气 在 5 个交易日内中位数变动 +1.3%（61% 上涨；中间一半区间为 -2.7% 至 +10.6%），20 个交易日内为 +8.0%。
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。
