6月18日,卡塔尔开始为液化天然气运输恢复做准备后,CPT Markets表示全球气市对供应回流的预期明显升温,这有助于缓和此前对区域供给偏紧的担忧。
从供需节奏看,CPT Markets认为主要出口方一旦恢复发运能力,亚洲与欧洲买方在采购安排上会更有弹性,价格也更容易从情绪驱动转向基本面再评估。
若后续运输与装运恢复快于预期,天然气市场风险溢价或继续回落;但在库存尚未完全回补前,盘面仍可能保持一定敏感度。
站在当前阶段,CPT Markets分析称后续需重点观察恢复进度、现货询价与区域库存变化,三者能否同步改善,将影响气价能否进入更平稳的区间。
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