BMI因霍尔木兹海峡封锁上调2026‑2027年亚洲液化天然气价格预期

智通财经
Sep 02
【BMI因霍尔木兹海峡封锁上调2026‑2027年亚洲液化天然气价格预期】惠誉解决方案旗下BMI表示,受霍尔木兹海峡中断持续时间超出预期影响,已将2026年亚洲JKM液化天然气基准年度均价预测由12.5美元/百万英热单位上调至15.5美元/百万英热单位。BMI分析师在研报中称,受霍尔木兹海峡封锁的溢出效应影响,2027年年度价格预期从8美元/百万英热单位上调至10美元/百万英热单位。短期来看,BMI预计随着航运回归常态、物流瓶颈缓解,现货市场的供应恢复会存在一定滞后。拉斯拉凡港遭遇袭击以及区域基础设施受损,将对卡塔尔能源公司的出口能力造成暂时性冲击。欧洲需要在冬季来临前重建库存,将推高该地区需求,可能分流原本运往亚洲的液化天然气货量,进而对JKM价格形成上行压力。

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