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📉 Wall Street: prima saptamana pe minus din ultimele 10

Indicii DJIA, S&amp P 500 si Nasdaq Composite au stock market today live updates 2024 prima saptamana din 2024 cu pierderi de 0.6%, 1.5%, respectiv 3.2%. A fost prima saptamana pe minus din ultimele zece.

MACRO: Economia SUA a jobs report december 2023 payrolls increased by 216000 in december 2024 216,000 de noi locuri de munca in decembrie, peste asteptari, iar rata somajului a ramas 3.7%. Salariile au crescut cu 4.1% fata de perioada identica din 2022, de asemenea peste asteptari. In schimb, tot in decembrie, activitatea in sectorul serviciilor a us service sector slows december employment plummets ism survey 01 052024 considerabil.

BIG TECH: Potrivit unor surse citate de The New York Times, Departamentul de Justitie din SUA ar 01 052024 initia un proces antitrust impotriva Apple. Compania a pierdut 177 mld. USD din capitalizare in prima saptamana a noului an.

FUZIUNE: Southwestern Energy si Chesapeake Energy ar energy oil anunta saptamana viitoare ca fuzioneaza. Valorand circa 17 mld. USD, noua companie creata ar fi unul dintre cei mai mari producatori de gaz natural din SUA.

AVIATIE: Alaska Air a 01 062024 zborurile pentru intreaga flota proprie de avioane 737 MAX 9, produse de Boeing, dupa descoperirea unor defectiuni tehnice.

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Preturile gazelor naturale din SUA au crescut la maximul din ultimii 14 ani


Preturile gazelor naturale din SUA au crescut puternic la niveluri nemaivazute din 2008, o majorare care ameninta sa compenseze beneficiile scaderii preturilor la pompa, iar preturile gazelor naturale in Europa sunt de sapte ori mai mari. Cresterea din SUA este determinata partial de cererea ridicata, deoarece temperaturile ridicate din mare parte din tara ii obliga pe americani sa porneasca aerul conditionat.

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Natural Gas Soars 700%, Becoming Driving Force in the New Cold War


It sounds like a story for the local press, at most — except that more than three weeks later, financial and political shockwaves are still reverberating across Europe, Asia and beyond. That’s because natural gas is the hottest commodity in the world right now. It’s a key driver of global inflation, posting price jumps that are extreme even by the standards of today’s turbulent markets — some 700% in Europe since the start of last year, pushing the continent to the brink of recession. It’s at the heart of a dawning era of confrontation between the great powers, one so intense that in capitals across the West, plans to fight climate change are getting relegated to the back-burner.&nbsp

Gas prices in Europe and Asia surged more than 60% in the weeks since Freeport was forced to temporarily shut down, a period that’s also seen further supply cuts by Russia. In the US, by contrast, prices for the fuel plunged almost 40% — because the outage means more of the gas will remain available for domestic use.&nbsp

In Europe, plans for about 20 terminals have been announced or sped up since the Ukraine war began. Germany, which has no LNG terminals, has allocated about $3 billion to charter four floating ones and connect them to the country’s network. The first one is supposed to go online around the end of this year. Emphasizing the need for speed, Vice-Chancellor Robert Habeck pointed out that Tesla Inc. managed to build a factory near Berlin in just two years, and said it’s time to cut through German red tape. “First, dig the trench where the pipe is to go in,” he said. “Then, the permit comes.” China, the world’s top LNG buyer last year, is in the midst of one of the largest buildouts the industry has ever witnessed. Ten new import terminals are slated to come online in 2023 alone, and capacity will roughly double in the five years through 2025, according to BloombergNEF.

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Natural-Gas Prices Rise in Europe After Ukraine Cuts Flows (US.LNG) (US.CHKN) (US.SWN) (US.EQT)


Natural-gas prices in Europe jumped Wednesday after Ukraine said it would reduce flows from Russia through its territory, blaming interference by Russian forces with pipelines in the east of the country. Futures for natural gas in the Netherlands, Europe’s benchmark for a fuel widely used in home heating, industrial processes and power generation, rose 5.4% to 98.80 euros, equivalent to $104.21, a megawatt-hour.&nbsp

Europe has been shoring up its energy supplies ahead of a planned European Union-wide embargo on Russian oil, being hashed out this week. Some member states, especially Germany, have also scrambled to find alternative supplies of gas amid the threat of a potential severing of gas exports by Moscow. Despite these moves, Europe is still heavily reliant on Russian gas, a slug of which flows through Ukraine.


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U.S. Natural Gas Surges to 13-Year High on Global Supply Crunch (US.SWN) (US.CHKN) (US.LNG)


U.S. natural gas prices surged to the highest intraday level in over 13 years as robust demand tests drillers’ ability to expand supplies. Total US LNG capacity now stands at 120bn cubic metres a year. Three more plants due online by 2025 will bring 70bn cu metres of new capacity. Another 206bn cu metres worth of plants have federal regulatory approval but await a final green light from their sponsors.&nbsp

European Commission president Ursula von der Leyen announced a deal with US president Joe Biden last month under which the EU would guarantee long-term demand for another 50bn cu metres a year of LNG. The volumes would offset some of the 155bn cu metres of gas the EU imported from Russia last year.


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Natural-Gas Prices Rise, Defying Seasonal Trends (US.LNG) (US.SWN) (US.CHKn)


As Europe seeks alternatives, demand for U.S. natural gas has driven prices to the highest levels since 2008. For comparison, prices were below $2 per million British thermal units before the pandemic.&nbsp

Analysts at energy advisory firm Ritterbusch &amp Associates said they expect the steep increase in natural-gas prices to continue. “We can envision further advance to about the $7.35 area when looking out across next week. Overall, this doesn’t feel like a market ready to establish an interim price top,” they wrote in a note to clients.


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