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Global gas prices rose from record lows in late June as virus lockdowns eased and summer temperatures climbed. JKM hovered in the low-$2/MMBtu area while Dutch TTF rebounded to the upper-$1 range.
US LNG cargo cancellations did little to relieve import price pressure.
Weak LNG demand keeps global gas cheap, limiting fertilizer and energy cost pressure on feed production. Recovering demand gives modest support to prices.
在过去 10 次中性的宏观事件之后,尿素 在 5 个交易日内中位数变动 -0.3%(40% 上涨;中间一半区间为 -0.7% 至 +2.5%),20 个交易日内为 -3.9%。
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。