预计欧洲天然气价格将继续维持高位,德国商业银行预计,到今年年底,欧洲基准TTF天然气价格将达到75欧元/兆瓦时,大幅高于

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预计欧洲天然气价格将继续维持高位,德国商业银行预计,到今年年底,欧洲基准TTF天然气价格将达到75欧元/兆瓦时,大幅高于此前预测的50欧元/兆瓦时。目前TTF天然气价格约为81欧元/兆瓦时。德国商业银行大宗商品分析师NormanLiebke表示,欧洲出现天然气实物供应短缺的可能性不大,但市场对液化天然气(LNG)的竞争预计仍将十分激烈,尤其是在卡塔尔大幅削减天然气产量和出口之后。目前卡塔尔剩余的大部分LNG船货都运往印度等亚洲国家以及波斯湾沿岸国家,运往欧洲的船货实际上已经停止。与原油不同,LNG可选择的替代出口路线有限,这进一步增加了欧洲对供应变化的脆弱性。Liebke表示,随着欧盟从2027年起逐步淘汰俄罗斯LNG及管道天然气进口,欧洲天然气供应前景可能进一步收紧。

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