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Industry speakers at the Flame conference warned of a possible gas supply crunch by the early 2020s. They cited surging Chinese demand and a lack of new LNG project investment decisions over the past two years, with Asia-Pacific LNG prices possibly exceeding $10/MMBtu.
A future supply shortfall could push gas and LNG prices sharply higher, raising fertilizer and energy costs and prompting fuel switching in Asia. The impact on feed markets would be indirect and mostly longer-term.
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。