中东冲突冲击能源供应,但市场发现:对亚洲来说,比石油更紧迫的问题是LNG。 据彭博最新报道,随着中东冲突持续,亚洲LNG买家正为数月供应中断做准备。交易员透露,泰国企业正在寻找5月前交付的LNG现货;孟加拉国已采购4月船货,并考虑继续锁定5月供应;韩国的大型买家也计划在未来两个月增加采购。 这些举动传递出一个清晰信号:亚洲进口商不再押注冲突短期结束。 核心冲击来自卡塔尔。上周伊朗无人机袭击后,...
Source Link中东冲突冲击能源供应,但市场发现:对亚洲来说,比石油更紧迫的问题是LNG。 据彭博最新报道,随着中东冲突持续,亚洲LNG买家正为数月供应中断做准备。交易员透露,泰国企业正在寻找5月前交付的LNG现货;孟加拉国已采购4月船货,并考虑继续锁定5月供应;韩国的大型买家也计划在未来两个月增加采购。 这些举动传递出一个清晰信号:亚洲进口商不再押注冲突短期结束。 核心冲击来自卡塔尔。上周伊朗无人机袭击后,...
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