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The ACCC's interim gas inquiry found that the 2020 east coast supply outlook has improved slightly, and LNG netback prices have fallen. Domestic gas prices remain high at roughly A$9-12/GJ, and the regulator flagged a possible shortfall for southern states in the medium term.
A divergence between domestic gas prices and LNG netbacks raises Australian energy costs, which affects processing margins for feed producers. Direct feed commodity impact is limited.
在过去 40 次中性的报告事件之后,天然气 在 5 个交易日内中位数变动 +1.2%(60% 上涨;中间一半区间为 -3.5% 至 +2.8%),20 个交易日内为 +4.5%。
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。