
US natural gas futures jumped over 7% to a fresh seven-year high on September 30. The rise followed worries that Europe would not have enough gas in storage for winter, which pushed global prices to record levels and kept demand for US LNG exports strong.
Higher global gas prices widen the arbitrage for US LNG exports and raise energy and fertiliser input costs for grain and feed producers. Energy costs feed through to nitrogen fertiliser and drying costs, supporting feed price levels.
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。
A US natgas jump to a 7-year high on Sept 30 raised nitrogen feedstock cost and sentiment on the day of the move.