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An ECB Economic Bulletin box says Russian gas deliveries to the EU fell to about 20% of pre-war levels by late 2022. It warns that replenishing EU storage before winter 2023-24 will be harder because the EU now relies on global LNG, which leaves it exposed to Chinese demand swings.
Heavy reliance on competitive LNG markets and a storage refill challenge point to higher gas prices and tighter supply, which raises input costs for European fertilizer and feed production.
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。