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A CSIS commentary asks whether major gas exporters will form an OPEC-style cartel, noting the Gas Exporting Countries Forum has existed since 2001 without acting like OPEC. The author argues that the growing share of short-term LNG trade and amortized LNG capacity make coordinated supply management more feasible.
The piece concludes that prospects for success remain dim.
A coordinated gas cartel would be a longer-term supply-side factor for gas prices, which feed the energy costs behind feed production. As an opinion piece with no new policy action, it is unlikely to move prices now.
csis.orgNikos Tsafos2019年12月6日在过去 13 次中性的政策事件之后，天然气 在 5 个交易日内中位数变动 -1.3%（46% 上涨；中间一半区间为 -4.9% 至 +2.7%），20 个交易日内为 +2.1%。
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。
