由于夏季接近尾声,但欧洲天然气库存缓冲仍然偏低,全球天然气供应争夺可能进一步加剧。按照当前价格计算,欧洲仍需补充价值逾7

智通财经
Sep 03
由于夏季接近尾声,但欧洲天然气库存缓冲仍然偏低,全球天然气供应争夺可能进一步加剧。按照当前价格计算,欧洲仍需补充价值逾70亿欧元(约合81亿美元)、超过100太瓦时(TWh)的天然气,才能达到最低75%的储气目标。要实现这一目标,欧洲需要在如此临近季末的情况下以2022年能源危机以来前所未见的速度补充库存。高盛集团、Rystad Energy和晨星均警告称,这可能推高冬季天然气价格。“全球范围内出现‘争抢燃料’的可能性确实存在,尤其是在冬季气温偏低的情况下。”能源情报公司Kpler液化天然气(LNG)首席洞察分析师Go Katayama表示。如果供应中断持续到冬季,欧洲可能不得不支付更高的价格,以确保稀缺的LNG货物能够运抵欧洲。

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