标普全球能源:欧洲夏季干旱致甜菜减产,2026/27榨季欧盟糖产量或降至十余年低点

智通财经
Sep 11
【标普全球能源:欧洲夏季干旱致甜菜减产,2026/27榨季欧盟糖产量或降至十余年低点】受夏季干旱重创甜菜作物及前期种植面积缩减双重影响,欧洲糖价飙升至近一年高位。据标普全球能源旗下普氏能源资讯数据,9月3日西北欧国内糖价触及每吨550欧元,较年初上涨近40%。标普全球能源预计,2026/27榨季欧盟和英国食糖产量将同比下降18.5%至1430万吨,创十余年新低,并预测第四季度西北欧糖价可能进一步攀升至每吨600欧元左右。在全球层面,印度因国内供应趋紧转向进口,叠加厄尔尼诺现象引发亚洲减产担忧,预计2026/27榨季全球糖市将出现供应短缺。英国联合食品公司首席执行官乔治·韦斯顿表示,欧洲糖产量将出现大幅缺口,糖价前景乐观。不过,由于大部分糖通过远期合约销售,且面临能源成本上涨及非洲产量下降等因素,生产商收益的兑现可能面临滞后。

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