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Gas shortages in Europe and Asia have pushed up prices and export volumes for US natural gas. US gas production has recovered slowly from its mid-2020 low, so supply is not keeping pace.
Higher gas costs have led power generators to switch toward coal.
Stronger US gas prices raise costs for nitrogen fertilizer and ethanol production, which feeds into corn and feed ingredient prices. Coal's relative price advantage also shifts power-sector fuel demand.
reuters.comJohn Kemp2021年10月19日在过去 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%。
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。
