
Extreme cold across the northern hemisphere has driven a sharp rise in heating demand while LNG supply flexibility is limited. U.S. natural gas prices reacted strongly to freeze-off risks in southern producing states, and European buyers are competing more aggressively with Asia for LNG.
Tight LNG balances and freeze-related output losses lift global gas benchmarks, and higher gas prices raise fertilizer and energy costs for feed producers. Natural gas and energy-linked feed input costs are likely to firm while the cold persists.
在过去 221 次看涨的天气事件之后,天然气 在 5 个交易日内中位数变动 +3.3%(61% 上涨;中间一半区间为 -5.2% 至 +14.0%),20 个交易日内为 -0.3%。
在过去 30 次看涨的天气事件之后,尿素 在 5 个交易日内中位数变动 +1.4%(67% 上涨;中间一半区间为 -0.3% 至 +1.6%),20 个交易日内为 +9.1%。
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。