
Benchmark LNG prices were around $31/MMBtu as buyers scrambled to replenish stocks. European gas storage remained about 15% below five-year averages entering the withdrawal season, and storage was not expected to normalise before October 2022.
Germany's regulator also suspended approval of a major Russian gas pipeline, adding to upward pressure on regional prices.
Tight European storage and high LNG prices pull global LNG cargoes toward Europe and keep energy costs elevated. Higher gas costs raise nitrogen fertilizer production expenses, which supports feed-grain input costs.
在过去 155 次看涨的宏观事件之后,天然气 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -4.0% 至 +7.1%),20 个交易日内为 +2.0%。
在过去 92 次看涨的宏观事件之后,尿素 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -2.0% 至 +3.6%),20 个交易日内为 +4.8%。
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。