Soochow: The annual contract pricing scheme for Henry Hub Natural Gas has been released, and it is expected that the procurement cost of urban gas will decrease in 2025.

City gas reduces costs to promote volume and continuous pricing advancement.

Zhitong FinanceMar 10 11:30

China Merchants: With the drop in gas prices and the promotion of price alignment, the profit turning point for city gas has already appeared.

With the continuous expansion of exploration and development and advancements in engineering technology, the yield and economic viability of unconventional Henry Hub Natural Gas are expected to continue to improve, likely becoming an important component of China's natural gas supply in the future.

Zhitong FinanceMar 10 09:53

Are Global Henry Hub Natural Gas prices about to rise? A significant increase in import volume is anticipated for Europe's summer procurement.

① Europe is experiencing a cold wave this year, coupled with the cessation of Henry Hub Natural Gas transit through Ukraine, leading to a drop in the region's natural gas inventory to 37%, far below the 60% of the previous two years; ② It is estimated that Europe needs to import an additional 250 batches of liquefied natural gas to replenish inventories to 90% before November; ③ On the other hand, the International Energy Agency warns that the liquefied natural gas market will continue to be tight this year, which will strongly support natural gas prices.

cls.cnMar 7 16:36

CITIC SEC: Changes in Consumer structure, the gas Industry returns to the right track while urban gas growth is moderate.

Looking ahead to 2025, the recovery of traditional demand and the "one city, one enterprise" policy are expected to drive a moderate increase in the sales volume of leading city gas companies. The recovery of gross margins and the growth in gas volume will help city gas performance regain growth, while leading city gas companies' valuations are generally at historical lows, highlighting the cost-effectiveness of investment.

Zhitong FinanceMar 7 08:30

AI Energy demand is steadily rising, and Henry Hub Natural Gas prices are expected to reach a turning point in 2025.

The price of Henry Hub Natural Gas is expected to fall by the end of this year. However, the market is optimistic about 2025, mainly due to increased demand from exports and AI.

Zhitong FinanceDec 16, 2024 09:45

Hong Kong stock concept tracking | Sales prices of natural gas adjusted in many places, downstream city gas companies increase prices to ensure stable income (concept stocks attached)

Multiple regions have adjusted the sales prices of henry hub natural gas, and downstream city gas prices continue to rise.

Zhitong FinanceDec 6, 2024 10:26